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 (210)

  • 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.”
  • 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 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 a comprehensive look at the NAND flash memory market and examines its technologies, their respective applications, supply/demand dynamics, as well as device pricing by density.
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 (4)

  • August 31, 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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  • Mike Howard, Clifford Leimbach, Rachel Young | August 30, 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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  • Craig Stice | August 25, 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)

  • Clifford Leimbach, Walter Coon, Rachel Young | August 01, 2017
    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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  • Mike Howard, Clifford Leimbach | July 27, 2017
    DRAM modules, reliant on PCs, have stalled in their growth as PC sales have slowed to a crawl.
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  • Icon Mike Howard | July 14, 2017
    DRAM is one of the semiconductor industry’s largest and most volatile sectors. The key to deciphering the DRAM market is understanding current DRAM supply and demand and where it is headed.
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Press Releases

Press Releases View All (144)


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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