In the second half of 2012, NAND Flash vendor Samsung, Toshiba, Micron and SK Hynix decrease the quantity of NAND Flash output and turn to other products like mobile processor, mobile DRAM etc.
In the mobile phone market, Samsung Galaxy series smart phone laid the position of the high-end smart phone market.In the beginning of the 2013,Samsung promote few more low-cost smart phones to seize the low-end market.Samsung expects 2013 mobile phone sales of 510 million units and of which 390 million are smart phones, Samsung NAND flash production ensures the leading position of their own supply, there is not much of NAND flash products into the market from Samsung. In addition, Nokia, Apple, Huawei, ZTE and other smart phone outputs will continue to rise.
 Tablet manufacturers such as Apple and Samsung, also the new competitors Acer, Asus and Dell,their final goal of this year is over 10 million units shipment . This year the shipments of smart phone, tablet PC will continue to rise. According to statistics, in 2013, the global tablet sales volume of 2.2 billion to 2.4 billion units, 210 million units more than the laptop. The Brand Manufactures and OEM producers are very aggressive so the demand has been increasing.
By the developing of processor and application in Smart phones and tablets, eMMC gradually shifts from 8GB, 16GB to a higher-capacity and also NAND Flash consumption has been doubled. Samsung, Toshiba, Micron NAND Flash manufacturer also made it clear that the priority supply to the smart phone and tablet PC manufacturers. For SSD products, Samsung has always regarded SSD as their main developing products, Toshiba, SanDisk, Intel, Kingston also actively promote new SSD. The capacity of new SSD starts from 64GB-128GB and it will also consume a large number of NAND Flash capacity.
Phison president Kin-Shing Poon talked about how the future of NAND Flash market will be in 2013 during an interview lately, he said that the the upstream manufactory had a terrible lost in the previous production, so they cut down the capacity and do not build new plant for expansion, but NAND-related applications getting more and more, under the tight supply and increasing-demand circumstance, even if the manufactory want to increase capacity to solve the problem, they still need about a quarter of the production cycle to begin shipping. So, I think in June, the market will have the shortage and then pull up the prices.