NAND Zooming Toward 2nd Largest Memory

Global Semico: NAND forecast underscores that market’s enormous growth, and shows that even with expected price collapses the market will shoot past NOR to become the second-largest memory market after DRAM. Although NAND will experience a price slide in 2005 from an industry-wide overcapacity and the emergence of new competitors, the market will take a weaving path upwards, peaking at $38.9 billion in 2008 before a price collapse in 2009. “Since its inception NAND has consistently enjoyed an annual megabyte growth greater than 100%, the highest of any memory technology in history,Nonvolatile Memory , This growth has been fueled by the digital camera market, camera phones, USB flash drives, and MP3 players. When this extreme megabyte growth encounters periods of stable pricing revenues explode. Forecasts hovered within 4% of actual 2003 revenues, and in 2004, a year marked by a 65% NAND price collapse. NAND’s Price Fall Takes a Breather: First Quarter 2005 Pricing &Forecast. Publ 20050504