The market research firm projects a substantial increase in SLC NAND prices, impacting key suppliers like Winbond, Macronix, and SkyHigh Memory. Winbond holds approximately 15% of the SLC NAND market, while Macronix has about 11% market share.
SLC NAND component costs are set to more than double in H2 2026, directly increasing bill-of-materials for embedded systems and industrial IoT.