NAND Market Report Q1 2025
Stay ahead in the NAND market. Get in-depth analysis, a 6-year forecast, and insights on supply, demand, pricing, and key industry trends through 2030.
This quarterly report meticulously analyzes the complex NAND market and includes a 6-year forecast with historical data from 2015. It maps historical and forecasted supply and demand dynamics across datacenter SSDs, mobile eMMC and UFS, PC and gaming SSDs, and automotive storage. 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, demand fluctuations influenced by consumer electronics cycles, enterprise IT investments, and emerging drivers like artificial intelligence. This report is essential for manufacturers, investors, and analysts navigating this complex and rapidly evolving sector. Highlights for this release:- Extended forecast to 2030,- Updated Kioxia historical financial data to better align with IPO materials,- Added nearline HDD forecast,- Added summarized teardown data for selected NAND parts.
