Record For Trend Force Semiconductor Summit 2022
Oct 17, 2022
2022-2023 supply trend
MAIN NAND FLASH SUPPLIERS TECHNICAL GENERATION FROM 2020-2023
Nand flash production breakdown by maker
1Q20-4Q23F Nand Flash Production Ratio by Type
1Q24-4Q23F Nand Flash Production by Density Spec
2023 Nand Flash Supply Big Growth: 32.4% (VS 31.2% for 2022)
2023 Demands Forecast for Server, Smart Phone, Notebook
2022~2023 Demands forecast Ratio and Average density
2023 Nand Flash Demands Big Growth: 29 (VS. 23.3% for 2022)
Forecast Ratio for Interface and Architecture of Consumer SSD
Summary: According to the report of Trendforce, there are 4challenges and Chance
1. Supply side: China Demestic production capacity will keep increasing
2. QLC will be used more and more in consumer products
3. Demands for Enterprise products will keep strong growth
4. New Transport interfaces CXL , OCP will rise
Welcome more discussion
