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- Date Published
3-D is Key to Next-Generation NAND FlashOctober 02, 2013Three-dimensional technologies will smooth the way for the next frontier in flash memory as production of 3-D NAND accelerates much more quickly than initially anticipated...
Mobile DRAM Posts Improved Revenue in Q2 from Dismal First QuarterSeptember 20, 2013The market for mobile dynamic random access memory (DRAM) grew in the second quarter in light of anticipated demand for the upcoming hot selling season, but mobile DRAM’s share of the overall DRAM...
NAND Flash Memory Encounters Surprise Shortage in Q1Rising demand for the memory in smartphones and tablets is the key factor—along with ChinaJuly 30, 2013
A surge in demand for low-end smartphones in China caught memory suppliers by surprise and pushed the NAND flash market to growth—and shortages—during the first quarter this year. Shipments of NAND flash memory from January to March amounted to 8.7 billion units in 1-gigabyte-equivalent pieces. The latest total is up from 8.2 billion units in the fourth quarter last year and also represents the highest figure of the last five quarters, but a run in supply ensued nonetheless.
DRAM Market in Q1 Sustains Gains Made Late Last YearCommodity prices rise, and market remains slightly undersuppliedJuly 17, 2013
The market for dynamic random access memory (DRAM) continued its implausible rally in the first quarter, buoyed by rising commodity prices and a slight undersupply that would have been unthinkable just a year ago. Global DRAM shipments from January to March this year amounted to 8.29 billion units as measured in 1-gigabit-equivalent pieces, up a small 2 percent from 8.10 million units in the fourth quarter of 2012. The minor uptick contrasts with the mighty 13 percent expansion posted in the previous quarter, but the relatively small gain in shipments during the period proved welcome nonetheless for the industry.
Evolving Ultrabooks to Help Counter PC Struggles in Driving Growth of Solid-State DrivesLong-term SSD prospects remain undimmed; innovation also needed for market to strengthen in the short termJuly 16, 2013
Despite the generally weak state of the PC industry, ultrathins will still form the main market for solid-state drives (SSD), in a business that retains significant long-term upside. Shipments in 2013 of SSDs will reach a projected 64.6 million units, up a notable 87 percent from 2012. SSD growth ahead will also be substantial, exceeding 30 percent each year for the next three years, before moderating to the high teens in 2017. By 2017, SSD shipments will amount to some 224.1 million units.
Beset by Ails, Mobile DRAM Underperforms in Q1Samsung remains leader but loses market shareJuly 04, 2013
Laboring under the combined weight of a seasonal slump and sharply lower average selling prices, the market for mobile dynamic random access memory (DRAM) posted lackluster results in the first quarter. Mobile DRAM industry revenue fell to $2.2 billion, down from $2.6 billion in the fourth quarter of 2012, and its share of the total DRAM market shrank. Mobile DRAM, used for mobile devices like smartphones and tablets, lost out to the normally staid segment of PC commodity DRAM, riding high at present because of elevated prices.
Thinner Hard Disk Drives with Rapidly Growing Shipments to Present New OpportunitiesNew 5.0- and 7.0-mm. HDDs could make inroads into tablets and ultrathins now home to rival SSDsJuly 03, 2013
Newly released thinner hard disk drives (HDD) sized 5.0 and 7.0 millimeters have the potential to gain back some HDD market share lost to solid-state drives (SSD), especially if the new hard drives find their way into future ultrathin PCs and PC tablets. Lighter in weight and thinner in breadth, the 5.0- and 7.0-mm models will form a new class of ultraslim HDDs that are forecast to eventually displace the much thicker 9.5-mm drives that currently rule the industry. The combined shipments of 5.0- and 7.0-mm HDDs will reach 133 million units by 2017, up from just 5 million last year. Meanwhile, shipments of 9.5-mm HDDs will deteriorate over time, to 79 million in 2017, down from 245 million units in 2012.
NOR Flash Faces Dim Prospects in an Overly Crowded Field of ProducersThe market suffered further indignities as 2012 turned out to be the worst in over 10 yearsApril 17, 2013
The NOR flash market is set for another challenging year in 2013 as a packed field of manufacturers all vie for a piece of a gradually shrinking pie. Global revenue for NOR this year is set to decline to approximately $3.41 billion, down from the $3.48 billion in 2012, with the projected 2013 takings representing just 40 percent of the industry’s $9.3 billion peak in 2004. While the business overall has been active in establishing multimemory strategies designed to bolster diversification and boost fading NOR prospects, the projected revenue trajectory for the future remains discouraging.