EnergyTrend, a research division of TrendForce, indicates that since high-efficiency wafer supply shortage remains and demand is still strong, both buyers and sellers have started to plan for February orders ahead of time. It’s projected that wafer price can reach US$1.0/piece in February. By then, Taiwanese manufacturers can be breakeven, and even turn around losses.
The growth of Smartphones, tablets, and SSDs helped boost NAND Flash demand to 46% in 2013, according to DRAMeXchange, a research division of TrendForce. Industry value, on the other hand, rose by nearly 22% compared to 2012, and arrived at approximately US$ 24.6 Billion. With SSD applications gradually being sought after by the enterprise clients, demand for NAND Flash is expected to reach 36% in 2014, while industry value is set to exceed US$ 27 Billion. “More and more end devices are anticipated to equip NAND Flash components as technological processes advance and lead to a gradual reduction in OEM manufacturing cost,” Sean Yang, TrendForce’s assistant vice president, said.