Memory & Storage

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Significant changes have swept the memory business owing to industry consolidation and capacity realignment, leading to a more stable supplier landscape. But manufacturers are seeking other opportunities for future growth in light of a maturing mobile market. New areas of expansion include automotive connectivity and smart devices that require valuable memory to process and store data.

Get a comprehensive look at the DRAM and flash markets, including supply and demand ramifications, with our in-depth research that includes up-to-date forecasting for units, average selling prices and revenues.
Insights

Analyst Insights View All (215)

  • Craig Stice | October 25, 2017
    The HDD market has not been in the spotlight in the last couple of years, or for that matter, even created a positive buzz in the media. On the other hand, the solid-state drive (SSD) market is growing; thus, cannibalizing HDD shipments and has been taking all the headlines with new advancements in technology. All the while, the HDD market has not seen a major technology advancement since helium (He)-filled HDDs were introduced in 2013. WD is changing that, and on 11 October 2017, WD held an event called, “Innovating to Fuel the Next Decade of Big Data” at its new headquarters in San Jose, California. During the event, WD announced a major HDD technology advancement, microwave-assisted magnetic recording (MAMR).
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  • Walter Coon | October 05, 2017
    In September 2017, after evaluating several competing bids, Toshiba announced that it agreed to sell all shares of its wholly owned subsidiary, Toshiba Memory Corporation (TMC), to a consortium led by Bain Capital...
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  • Craig Stice | September 21, 2017
    In Q2 2017, the SSD market (including cache SSD) had 40.7 million units in shipments, resulting in flat quarter-over-quarter (QoQ) growth, but still a healthy 21.0% increase year-over-year (YoY). Revenues for Q2 2017 reached...
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Services

Subscription Services

Strategic insights and analysis on the volatile DRAM market, covering key trends, technologies, leading applications and supply-and-demand ramifications. Real-time forecasts for units, average selling prices and revenues are detailed by application market and technology.
Comprehensive coverage of the NOR and embedded NAND flash markets. Timely market briefs present expert insights on the impact of industry events and trends, while also providing supplier performance as well product and usage outlook for both the short and long term.
Detailed look at the data flash (NAND) memory market, technologies, applications, supply-and-demand dynamics and device pricing by density. Timely market briefs present expert insights on the impact of industry events and trends.
Full reportage on the storage market for both component vendors and users of storage devices by examining the significant trends and technologies impacting the industry. Analysis provided on all disk drives, including hard disk drives (HDD), optical disk drive (ODD) and solid-state drives (SSD).

Reports

Reports View All (4)

  • Mike Howard, Clifford Leimbach, Rachel Young | November 08, 2017
    Offers analysis of real-time cost and pricing, inquiries into overall market conditions, and insights into the impact and implication of trends on various end applications for DRAM.
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  • October 30, 2017
    Offers real-time pricing analysis of the hard disk drive (HDD) and solid state drive (SSD) storage markets, as well as commentaries of interesting technologies and products developments.
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  • Craig Stice | October 23, 2017
    Storage Space Market takes a look at HDD manufacturers’ unit shipment history by applications, average HDD capacity, and total capacity shipped and provides forecasts going forward.
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Data

Data View All (6)

  • Mike Howard, Clifford Leimbach | October 24, 2017
    DRAM modules, reliant on PCs, have stalled in their growth as PC sales have slowed to a crawl.
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  • Clifford Leimbach, Walter Coon, Rachel Young | October 12, 2017
    The mobile and embedded application segments have been game changers in the overall memory market in the last few years and continue to shape and define the success of players participating in the memory market. This report provides detailed analysis and forecasts on mobile and embedded memory market trends by application markets, technology, density as well as insights into significant trends and changes in the market place.
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  • Walter Coon | October 06, 2017
    The IHS Markit NAND Memory Market Tracker provides comprehensive insights into one of the most dynamic segments of the semiconductor market, NAND flash. The quarterly Market Tracker reports are accompanied by an Excel database containing detailed supply/demand analysis and forecasts of the market by application, technology, density and wafer size.
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Press Releases

Press Releases View All (150)


Analysts View All (8)

  • Icon Senior Principal Analyst, Storage
    Craig Stice is a senior principal analyst responsible for forecasting and analysis of the storage markets including solid state drives (SSD) and hard disk drives (HDD). Prior to his work in the storage markets, Craig was an analyst covering compute electronics systems at IHS, which included the PC and server industries.
  • Icon Director, Memory & Storage
    Mike Howard is the director for DRAM including SDR, DDR, mobile DDR and graphics DDR. Prior to joining the company, Mike was in corporate development at Micron Technology where he worked on competitive intelligence, supply/demand modeling and mergers and acquisitions due diligence.
  • Icon Director, NAND
    Walter Coon is the director for NAND flash technology research, responsible for analyzing the NAND market and competitive landscape.
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