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市場調查報告書
商品編碼
1916332
MLC 供應短缺：主要廠商退出市場，MXIC 獲利MLC Supply Cliff: Majors Exit & MXIC's Gain |
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價格
簡介目錄
隨著全球主要廠商退出先進 MLC 市場，供應短缺推高了價格。然而，高可靠性應用領域的持續需求已將 MLC 轉變為高利潤的利基市場。宏碁 (Macronix) 策略性地減少了 NOR Flash 的產量，並加強了 MLC 的供應，填補了供應缺口，鞏固了其作為主要供應商的地位。
主要亮點
- 結構性供應短缺：隨著全球主要廠商退出先進 MLC 市場，在替代產能有限的情況下，供應迅速減少，價格上漲。
- 轉型為利基市場：在汽車和工業設備等高可靠性應用領域，由於驗證門檻的限制，對 MLC 的持續依賴已使 MLC 轉變為高利潤的利基產品。
- 策略調整：宏碁正在減少 NOR Flash 的產量，並擴大 MLC 的供應，以利用其在嵌入式市場的地位，填補長期供應缺口。
- 綜效：此生產調整收緊了 NOR Flash 的供應，支撐了價格，並穩定了兩條產品線的供需結構。
- 風險展望：儘管由於供應商減少，市場趨於穩定，但先進技術長期替代的可能性仍存在價格風險。
目錄
第一章：主要國際供應商退出MLC市場後，NAND快閃記憶體產業經歷重組
- MLC NAND快閃記憶體全球年產能趨勢
第二章：儘管主要供應商退出市場，但需求依然強勁，MLC NAND快閃記憶體已成為不可或缺的細分記憶體類別
- NAND快閃記憶體按類型劃分的全球分佈
第三章：填補MLC NAND快閃記憶體供應缺口
第四章：NOR快閃產能下降的市場影響
簡介目錄
Product Code: TRi-0109
As global majors exit the MLC market for advanced processes, a supply cliff has driven prices up. However, persistent demand from high-reliability sectors has transformed MLC into a high-margin niche. Macronix is strategically cutting NOR Flash output to boost MLC supply, filling the gap and solidifying its key supplier role.
Key Highlights
- Structural Supply Cliff: Global majors are exiting MLC for advanced processes, causing a sharp supply drop and price hikes with limited alternative capacity available.
- Niche Transformation: High-reliability sectors like automotive and industrial remain dependent on MLC due to validation barriers, transforming it into a high-margin niche product.
- Strategic Pivot: Macronix is leveraging its embedded market position by reducing NOR Flash output to expand MLC supply, filling the gap for long-term support.
- Synergistic Effect: This capacity shift tightens NOR Flash supply, supporting its pricing and stabilizing the supply-demand structure for both product lines.
- Risk Outlook: While the market has stabilized with fewer suppliers, potential long-term substitution by advanced technologies remains a pricing risk.
Table of Contents
1. NAND Flash Industry Experiences Restructuring Following Major International Suppliers' Decision to Exit from MLC Segment
- Changes in Annual Global MLC NAND Flash Production Capacity
2. Demand Has Not Shifted Despite Major Suppliers Exiting the Segment; MLC NAND Flash Has Transformed into Indispensable Niche Memory Category
- Global Distribution of NAND Flash by Type
3. Replenishment to Supply Void of MLC NAND Flash
4. Ripple Effect of Reduced Capacity for NOR Flash on the Market
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