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Micron：停止未來行動 NAND 快閃記憶體開發，專注於高利潤領域
市場調查報告書
商品編碼
1815989

Micron：停止未來行動 NAND 快閃記憶體開發，專注於高利潤領域

Micron Stops Future Mobile NAND Flash Development, Focuses on High-Margin Sectors
出版日期: | 出版商: TrendForce | 英文 6 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

美光宣布將停止未來行動 NAND 快閃記憶體的開發，轉而專注於 SSD 和 HBM 等高利潤領域。此舉旨在應對市場競爭和需求低迷，並將資源重新分配到利潤更高的領域，以增強競爭力。

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重點

  • 由於市場需求疲軟和成長放緩，美光宣布將停止未來行動 NAND 快閃記憶體的開發。
  • 這包括暫停UFS 5.0計劃，但現有產品供應將繼續，其他NAND快閃產品線不受影響。
  • 美光保守的資本規劃有助於將資源集中在高利潤領域，提升競爭力。
  • 做出這項決定的因素包括：
    • 由於本土品牌與政府政策，中國移動市場競爭加劇
    • 由於全球智慧型手機出貨量放緩，行動NAND快閃記憶體的利潤率下降
    • 公司打算將資源配置到利潤率較高的領域，例如客戶端/企業級SSD和高頻寬記憶體（HBM）
  • 美光2025年第三季財報顯示，NAND快閃銷售額成長，但利潤率下降，SSD成為主要成長動力。
  • 該公司的策略旨在避開競爭過度激烈的行動NAND快閃記憶體市場，專注於高附加價值應用，以鞏固其在人工智慧和資料中心市場的地位。

目錄

第一章：美光宣布停止未來行動NAND快閃記憶體開發－TrendForce認為這是從激烈的市場競爭轉向更高利潤率的必然

  • 美光NAND快閃產能變化
  • 美光內存業務DRAM和NAND快閃營業利潤率（OPM）對比

第二章：SSD：凸顯優勢，成為美光NAND快閃記憶體資源的重點

簡介目錄
Product Code: TRi-0083

Micron has announced the halt of future mobile NAND Flash development, shifting focus to higher-margin areas like SSDs and HBM. This move addresses market competition and sluggish demand, reallocating resources to more profitable sectors, enhancing competitiveness.

SAMPLE VIEW


Key Highlights:

  • Micron has announced the cessation of future mobile NAND Flash development due to weak market demand and slow growth.
  • This includes halting UFS 5.0 plans, while maintaining current product supply; other NAND Flash product lines remain unaffected.
  • Micron's conservative capacity planning helps concentrate resources on high-profit areas, boosting competitiveness.
  • Decision factors include:
    • Intensified competition in the mobile market, especially in China, due to local brands and government policies.
    • Sluggish global smartphone shipments, reducing mobile NAND Flash margins.
    • Desire to allocate resources to high-margin areas like client/enterprise SSDs and high-bandwidth memory.
  • Micron's FY3Q25 financial report shows an increase in NAND Flash revenue, but declining margins, with SSDs being the main growth driver.
  • The company's strategy focuses on high-value applications, avoiding the overly competitive mobile NAND Flash market, aiming to strengthen its position in the AI and data center markets.

Table of Contents

1. Micron Announces Termination of Future Mobile NAND Flash Development, TrendForce Views It as an Inevitable Shift from Fierce Market Competition to High Profit Margins

  • Changes in Micron's NAND Flash Production Capacity
  • Micron's Memory Business OPM Comparison Between DRAM and NAND Flash

2. SSD Excels in Advantages and Became Centralized Point of NAND Flash Resources for Micron