NAND Flash Industry Analysis and Outlook－2Q11
Wayne Chen, Sean Yang, Esther Lo /
/ DRAM [
DRAMeXchange expects NAND Flash supply bit growth to be mainly driven from process technology migration and 300mm wafer capacity will be added based on the real market demand to balance the NAND Flash market and to ease the impact of price volatility on profitability. Therefore, DRAMeXchange expects worldwide NAND Flash bit supply to increase 79.3% YoY to 9,407M 16Gb equiv. in 2011 from 5,246 16Gb equiv. in 2010.