NAND Market Report Q4 2024
Get key insights into the NAND market with a 6-year forecast, covering supply, demand, pricing trends, and market dynamics. Essential for manufacturers, investors, and analysts.
This quarterly report meticulously analyzes the complex NAND market and includes a 6-year forecast with historical data back to 2015. It maps historical and forecasted supply and demand dynamics across datacenter SSDs, mobile eMMC and UFS, PC and gaming SSDs, and automotive storage, among others. Critical factors—such as supplier manufacturing capacities and utilization rates, technology roadmaps, and capex—are highlighted. The report also explores pricing trends, market shares, NAND supplier financial performance, China’s memory ambitions, and demand fluctuations influenced by consumer electronics cycles, enterprise IT investments, and emerging drivers like artificial intelligence. This report is an essential resource for manufacturers, investors, and analysts navigating this complex and rapidly evolving sector. Highlights for this release:- Weaker near-term market outlook due to softer-than-expected Q3 pricing and deteriorating sentiment for Q4 and Q1-25, particularly in the PC, mobile, and consumer end-markets, where tepid sell-through demand and elevated inventories persist. However, accelerated datacenter demand remains a bright spot. - Decreased NAND capex forecast for 2025, as suppliers focus on higher-margin HBM/DRAM investments, contributing to lower supply in 2025-26 - Increased eSSD unit shipments for 2024, based on year-to-date shipment figures, supporting strong accelerated datacenter demand.
