LONDON – The average selling price (ASP) of NAND flash memory is set to decline 35 percent in 2011, compared with 2010, but tremendous bit growth will result in NAND flash memory sales revenue growing 16 percent to reach $21.5 billion, according to DRAMexchange, the research department of Trendforce Corp.
The manufacturing process technologies for NAND flash are set to migrate from the 4X- and 3X-nm in 2010 to 3X- and 2X-nm in 2011 and DRAMexchange expects the worldwide NAND flash bit supply to grow 78.3 percent to 9,326 million 16-Gbit equivalents in 2011. from 5,232 million 16-Gbit equivalents in 2010.
Tablet computers and smartphones are the two main drivers of NAND flash demand with 2010 tablet shipments expected to reach 15 million units and 2011 shipments forecast at 50 million units. Smartphones are expected to represent 25 percent of mobile handset market in 2011.
The NAND flash demand bit growth is estimated to grow 76.5 percent to 5,150.2 million 16-Gbit equivalents in 2010. Given the steadily rebounding global economy and surging smartphone and tablet PC growth, the NAND flash demand bit growth should increase 80.2 percent to 9,283 million 16-Gbit equivalent devices in 2011, DRAMexchange said.
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