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NAND Flash and SSD Supply Dynamics

 Jim Handy
  3rd-Jul-2014
Description: This presentation is about the Today’s Situation of NAND flash is oversupplied and Oversupply was in progress since late 2009 and Recovery is near: Mid 2013, SSDs moving into the PC, Big flash adoption in data centers, Pricing Reflects NAND Oversupply. SSDs will be priced by speed and capacity of Users will benefit by knowing their speed & capacity needs. Ultrabook pushes cache SSDs into all PCs, Average SSD capacity to decline as a result SSD-only PCs will take a hit, Enterprise flash will continue to make solid progress.
Views: 3107
Domain: Electronics
Category: Semiconductors
SEMICONDUCTOR ANALYTICS
Contents:
Big Changes Coming
for NAND & SSD
Jim Handy

OBJECTIVE
ANALYSIS

OBJECTIVE ANALYSIS
Profound
Analysts
Reports & Custom
Services Consulting
OBJECTIVE ANALYSIS – www.OBJECTIVE-ANALYSIS.com

Today’s Situation
• NAND flash is oversupplied
– Oversupply was in progress since late 2009
– Toshiba cuts may not help
– Recovery is near: Mid 2013

• SSDs moving into t ... See more

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