Q1 ??? NAND Flash ????????? 80.64 ??????????????????
????????NAND Flash?п??????????????????????????????????10%??????????????????????????????????????eMMC?????????????????????????13~18%??TrendForce??????洢???????DRAMeXchange???±??????????????????????????????????λ??????????????????????NAND Flash?????????2015?????????2.9%????????????????????
DRAMeXchange?о?Э???????????????????????????г???????????????????????????????????Content Per Box??????????????2D-NAND??????????????????3D-NAND Flash????????????????????????????????????????NAND Flash???????????????????????????
???????
????????????????????????????????????????Ч??????????????????????????????λ??????????????9%??????????????????6~8%????????????????????2015?????????????1.2%??NAND Flash?????????????????????????
??????????????????????????????????????????????????????????????NAND Flash?????????????????????DRAMeXchange???2016?????????NAND Flash??λ???????3D-NAND Flash??????????????????????????????
???????
?????????????????????????2015????????????1-3?????????????????棬???????λ?????????????????????20~25%?????????????????????????????????????????????13-15%????????????????12%????????????????????
???????15?????????????????????70%??TLC?????????????40%??48??????3D-NAND Flash?????°????????????????????δ?????????????NAND Flash????????3D-NAND Flash?????豸?????????2D-NAND Flash??DRAMeXchange???2016?????????????????2015??????20%?????
??????????
???????????????????????????????????????????????30%???????????????????????????????????????????????????????????????????????????????????λ?????????????6%???????????????????????8%??6%??????????????6.8%??????????40%??
?????????????????15??????????NVMe????????????????????????????????????????15????TLC??????????????????????????????????????15????TLC???????????????á???????????????????????6?????????????5%??????????3D-NAND Flash??????????????????15%??
SK?????
SK???????????????????????????????????????????????????????12%???????????11%????????????24%??6.41?????????????????????????????????????????й???????????????????????SK??????????λ????????????30%???????????
SK?????14??????????????2D-NAND Flash?????3D-NAND Flash?????????????У??????MLC?汾??3D-NAND Flash??????????????UFS??eMMC??TLC?汾??3D-NAND Flash?????????????????????????????3D-NAND Flash??????M12????????M14??????3D-NAND Flash????????????????????
????
????2016????????????12-2???????????棨Non-Volatile??????λ?????11%???????????????????????г????????????????????????????????6.9%??10.74?????
?????????????3D NAND Flash???????Fab10X?????????豸???????????°??????????3D-NAND Flash????????????????????????????????????PC-OEMs??????????????3D-NAND Flash???????????50%??????????????????????????????????????????50%??????Mobile NAND??10-15%???????????15%????????????????á??????????????
????
????????????NAND Flash?г?????????????????NAND Flash????????????????????????г???????????????16%??5.57?????????????????????????????????????????????????????
???????????????16????MLC?????3D-NAND Flash?????????????????????????????????????????????????????°??????????????3D-XPoint??????????У?2017?????????????????????????3D-NAND Flash????豸??????????????????????????????????????????
????admin ?????????2019-09-04
