NAND Flash prices will show a trend of polarization

In 2010, the price of high- and low-capacity chips in the NAND Flash market will be polarized. Among them, low-capacity chips are affected by the maturity of the Triple-Level Cell (TLC) technology of 3-bit-per-cell architecture. The cost is expected to drop sharply, and the output can also be greatly increased. Therefore, the price will further weaken; high-capacity chips will be consumed. Driven by applications such as large-scale electronic system manufacturers, mobile phone makers, and solid-state hard disk drives (SSDs), prices have been supported. The trend of price polarization of NAND Flash has gradually become clear.

The NAND Flash chip of the TLC architecture is the next generation of MLC (Multi-Level Cell) technology. Just like the previous SLC (Single-Level Cell) technology transferred to MLC technology, it will drive the NAND Flash chip output to increase greatly, and the price will drop sharply. Consumers are the biggest winners, and related flash memory cards, small memory cards, pen drives and other products will become cheaper and cheaper.

However, some electronic products related applications can only use high-capacity NAND Flash chips, and can not use TLC chips, such as mobile phone embedded memory, SSD, high-speed flash memory cards, etc. Therefore, high-capacity NAND Flash chips still maintain a very large market The demand will be relatively stable in 2010.

In 2009, MLC chips accounted for nearly 90% of the global NAND Flash market output. It is expected that the proportion of MLC chips in 2010 will reach more than 70%, and TLC chip shipments will reach 20% from scratch. For terminal applications, it is expected that mobile phones and MP3 players will consume the most NAND Flash output in 2010. In terms of mainstream products, 2009 16Gb chip NAND Flash products are the mainstream. In 2010, 32Gb chips will become mainstream.