研究报告


2025年第三季钻石等级闪存数据

高科技产业研究报告

icon

发布日期

2025-08-19

icon

更新频率

每季

icon

报告格式

EXCEL

icon

会员方案

  • 闪存钻石


    报告介绍

    提供有关闪存产业每家公司晶圆的投入,产量,技术节点等完整的分析。

    重点摘要

    • AI与企业服务器需求推升NAND Flash市场,高容量高速产品成主流,各大原厂纷纷推升2XX与3XX层制程产出。
    • Samsung主力升级至236/286层产能,韩国厂小幅扩张。
    • SK hynix专注321层,受空间限制产能微调。
    • Solidigm聚焦192层,产能略降,但维持主力供应。
    • Kioxia/SanDisk升级BiCS 9(264层),Kioxia产能稳定、SanDisk受限资金。
    • Micron稳定产能,受企业SSD需求拉动,计划持续升级。
    • YMTC扩张迅速,主攻160/260层,三厂加入带动高成长。
    • 2025-2026年整体产出位元稳健增长,2XX及3XX层占比快速提升,1XX层快速下滑,QLC产品需求渐增。

    目录

    • Index
    • Worldwide Annual NAND Flash Capacity Forecasts
    • Global NAND Flash Production Breakdown by Makers
    • NAND Flash Makers' Production Breakdown by Node Technology
    • Samsung's Production Breakdown by Node Technology
    • Kioxia/SanDisk's Production Breakdown by Node Technology
    • SK hynix's Production Breakdown by Node Technology
    • Solidigm's Production Breakdown by Node Technology
    • Micron's Production Breakdown by Node Technology
    • YMTC's Production Breakdown by Node Technology
    • PSMC's Production Breakdown by Node Technology
    • Winbond's Production Breakdown by Node Technology
    • MXIC's Production Breakdown by Node Technology
    • SMIC's Production Breakdown by Node Technology
    • NAND Flash Makers' Production Breakdown by Architecture Type
    • Samsung's Production Breakdown by Architecture Type
    • Kioxia/SanDisk's Production Breakdown by Architecture Type
    • SK hynix's Production Breakdown by Architecture Type
    • Solidigm's Production Breakdown by Architecture Type
    • Micron's Production Breakdown by Architecture Type
    • YMTC's Production Breakdown by Architecture Type
    • PSMC's Production Breakdown by Architecture Type
    • Winbond's Production Breakdown by Architecture Type
    • MXIC's Production Breakdown by Architecture Type
    • SMIC's Production Breakdown by Architecture Type
    • Major NAND Flash Makers's Capacity Breakdown by Fab
    • Forecast of NAND Flash Makers' Output Breakdown by Type & Density
    • Forecast of Samsung's Capacity/ Output Breakdown by Fab
    • Forecast of Kioxia/SanDisk's Capacity/ Output Breakdown by Fab
    • Forecast of SK hynix's Capacity/ Output Breakdown by Fab
    • Forecast of Solidigm's Capacity/ Output Breakdown by Fab
    • Forecast of Micron's Capacity/ Output Breakdown by Fab
    • Forecast of YMTC's Capacity/ Output Breakdown by Fab
    • Forecast of NAND Flash Makers' Output Breakdown by Type & Density
    • Forecast of Samsung's NAND Flash Output Breakdown by Type & Density
    • Forecast of Kioxia/SanDisk's Output Breakdown by Type & Density
    • Forecast of SK hynix's Output Breakdown by Type & Density
    • Forecast of Solidigm's Output Breakdown by Type & Density
    • Forecast of Micron's Output Breakdown by Type & Density
    • Forecast of YMTC's Output Breakdown by Type & Density


    <Total Pages: 40>


    报告分析师

    吴雅婷

    敖国锋




    闪存钻石 相关报告



    2025年电子产业需求总览

    2025/08/05

    内存 , 闪存 , 晶圆制造/代工 , IC设计 , IC制造与封测 , AI服务器/HBM/服务器 , 智能手机 , 云端 / 边缘运算 , AI人工智能

     PDF

    2025年电子产业出现分歧,AI需求突出,消费性电子表现疲软。关税及补贴推动提前备货,打乱传统旺季规律,未来产业成长趋缓,AI独强其余承压,缺乏突破应用限制升级动能。

    2021年NAND Flash需求复苏,但供给竞争剧烈延续供过于求市况

    2020/07/15

    闪存

     PDF

    全球市场研究机构集邦科技TrendForce调查显示,自从年初起新冠病毒疫情冲击全球需求下,2020年对存储器产业的需求面产生重大的变化...

    不畏疫情、长江存储宣布128层产品,NAND Flash明年起市场竞争加剧

    2020/04/15

    闪存

     PDF

    根据集邦科技调查,YMTC已于1Q20送交128层产品样品予存储控制器厂商...




    会员方案





    分類