Wayne Chen, Sean Yang, Alan Chen, Esther Lo / QF111111P / 2011/11/11 下午 05:51:48 (GMT+8) / NAND FLASH [ 453 , pdf ] BUY NOW

Negatively impacted by the uncertainty of global economic recovery, many suppliers are relatively conservative towards the 1H12 market. Thus, 1H12 bit output growth will depend mainly on process technology migration in order to strengthen cost competitiveness. New 300mm wafer capacity will be not added until 2H12, depending on the status of the market at the time, in order to close the gap between NAND flash supply and demand and reduce the impact of price decline on profitability. 2ynm-class node technology will become the mainstream process in 2H12, an upgrade from the 2xnm-class in 2H11. Therefore, TrendForce estimates that global NAND flash bit supply will increase 67.7% YoY, from 9213 M 16Gb equiv. in 2011 to 15448 M 16Gb equiv. in 2012.