Barclays Capital analyst C.J. Muse takes a look at seven trends for the NAND flash memory market in 2011, you can check it out over here.
1. Year of NAND
''2011 is likely to be the year of the NAND. While the majority of NAND production is at 3x-nm, bragging rights are being decided for 2x-nm fabrication. NAND benefits from the fact that two vendors control ~75 percent of the market, namely a Samsung (40 percent) and Toshiba/Sandisk (33 percent) duopoly. For 2011, for the first time, capex spending on NAND is likely to exceed capex spending on DRAM.''