Memory & Storage

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Comprehensive memory and storage analysis for DRAM, DRAM Modules, NAND and NOR Flash Memory.
Insights

Analyst Insights View All (210)

  • Dale Ford | January 19, 2016
    The Consumer Technology Association (CTA), continues to advance its agenda to support growth and development in the technology sector. To this end, a billboard positioned in one of the main lobbies was eye catching. It announced the creation of a “State Innovation Scorecard.”
  • Dale Ford | July 10, 2015
    Analysis and insight into key consolidation trends in the semiconductor industry. Details on consolidation by market, types of M&A, business sale, spinoffs & joint ventures and business exits. Perspectives on the size of deals over time. Analysis of profitability as a driver for consolidation.
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  • Clifford Leimbach | January 31, 2014
    In a rousing sign of the market’s continuing health, inventories of dynamic random access memory (DRAM) won’t see an uptick anytime soon in 2014. The index measuring total weeks of DRAM inventory continues to decline after contracting throughout 2013, a process that first began in the fourth quarter of 2012. After slipping 8 percent in the first quarter last year from the earlier three-month period, the index plunged 29 percent in the second quarter and then slipped another 3 percent in the third, the latest date for which full figures are available.

Services

Subscription Services

This service, combining strategic analysis and real-time forecasts for units, average selling prices, and revenue, provides clients with the insight covering all the key aspects of the DRAM market.
This service provides a comprehensive look at the Data Flash (NAND) memory market and examines its technologies, their respective applications, supply/demand dynamics, as well as device pricing by density.
This service provides insights on the impacts of these changes to the mobile and embedded memory market and tracks the performance of each supplier in terms of revenue, unit shipment and emerging technologies.
This service provides comprehensive coverage of the storage market for both component vendors and users of storage devices by examining the significant trends and technologies impacting the industry.

Reports

Reports View All (6)

  • September 29, 2016
    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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  • Mike Howard, Clifford Leimbach, Dee Robinson | September 20, 2016
    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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  • Fang Zhang | September 16, 2016
    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)

  • Walter Coon | September 30, 2016
    An invaluable guide, the IHS Data Flash Market Tracker surveys every application market segment that currently consumes NAND flash, including handsets, tablets, solid state drives, cards, USB flash drives, digital camera/camcorders, and MP3 players. Users can expect major takeaways from the service for application into their own areas of inquiry.
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  • Icon Mike Howard | September 30, 2016
    DRAM is the semiconductor industry’s leading indicator—first to rise, first to fall. The key to understanding the volatile DRAM market direction is by analyzing and tracking DRAM supply and demand.
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  • Clifford Leimbach, Dee Robinson, Walter Coon | September 30, 2016
    The mobile application segment has been the engine for overall memory in the last few years now and it continues to shape and define the success of suppliers participating in the memory market. This report focuses on the embedded aspect of NAND, which is mainly in the mobile segment while NOR is covered in its entirety.
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Press Releases

Press Releases View All (143)


Analysts View All (8)

  • Analyst photo placeholder Senior Analyst, Memory & Storage
    At IHS, Dee Robinson is responsible for research on the NAND supply chain, application analysis, and memory capex. She tracks the cost and financial performance of memory companies, and contributes statistical, and quantitative analysis to the DRAM and NAND quarterly reports.
  • 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.
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