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Memory Markets: What to Expect in 2015

 Jim Handy
  5th-Mar-2015
Description: Now Entering a Time of Change- Historical behaviors no longer followed: Typical memory “Boom/Bust” cycle is investment driven, Profits aren’t driving CapEx as they always have in the past. Major technology shifts underway- NAND: Planar → Hi-k → 3D, SSDs: SLC → MLC → TLC → 3D, Systems: HDD → SSD → PCIe → M/B Flash, After all this, there’s the next memory tech. NAND & DRAM Pricing Moves, IOPS Survey Application Breakdown- Mail server and mail storage, Archiving and backup, Video Creation or Distribution, Cloud storage or services, Scientific or Engineering. Summary- The changes are changing: Not the same cycles we have had in the past, Flash stall will cause complacency. SSDs are a moving target- Fast-growing market, Makers need to be adept, Understand customers’ IOPS requirements, There has never been a more “Interesting” time.
Views: 2810
Domain: Electronics
Category: Semiconductors
Contributing Organization: Flash Memory Summit
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Contents:
What to Expect in
2015
Jim Handy

OBJECTIVE
ANALYSIS

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Now Entering a Time of Change
• Historical behaviors no longer followed
– Typical memory “Boom/Bust” cycle is
investment driven
– Profits aren’t driving CapEx as they always
have i ... See more

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