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Micron：停止未来行动 NAND 快闪记忆体开发，专注于高利润领域
市场调查报告书
商品编码
1815989

Micron：停止未来行动 NAND 快闪记忆体开发，专注于高利润领域

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个工作天内

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简介目录

美光宣布将停止未来行动 NAND 快闪记忆体的开发，转而专注于 SSD 和 HBM 等高利润领域。此举旨在应对市场竞争和需求低迷，并将资源重新分配到利润更高的领域，以增强竞争力。

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重点

  • 由于市场需求疲软和成长放缓，美光宣布将停止未来行动 NAND 快闪记忆体的开发。
  • 这包括暂停UFS 5.0计划，但现有产品供应将继续，其他NAND快闪产品线不受影响。
  • 美光保守的资本规划有助于将资源集中在高利润领域，提升竞争力。
  • 做出这项决定的因素包括：
    • 由于本土品牌与政府政策，中国移动市场竞争加剧
    • 由于全球智慧型手机出货量放缓，行动NAND快闪记忆体的利润率下降
    • 公司打算将资源配置到利润率较高的领域，例如客户端/企业级SSD和高频宽记忆体（HBM）
  • 美光2025年第三季财报显示，NAND快闪销售额成长，但利润率下降，SSD成为主要成长动力。
  • 该公司的策略旨在避开竞争过度激烈的行动NAND快闪记忆体市场，专注于高附加价值应用，以巩固其在人工智慧和资料中心市场的地位。

目录

第一章：美光宣布停止未来行动NAND快闪记忆体开发－TrendForce认为这是从激烈的市场竞争转向更高利润率的必然

  • 美光NAND快闪产能变化
  • 美光内存业务DRAM和NAND快闪营业利润率（OPM）对比

第二章：SSD：凸显优势，成为美光NAND快闪记忆体资源的重点

简介目录
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.

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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