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keyword:Alan Chen29 result(s)

Press Releases
Toshiba Memory’s Operation Could Make Huge Gains From the Acquisition of Lite-On’s SSD Business, Says TrendForce

2019/09/03

Semiconductors

Taiwan’s Lite-On Technology Corp (Lite-On) announced on August 30 that it will offload the entire stake of its SSD business to Toshiba Memory Holdings Corp (TMCHD) The purchase price is provisionally set at US$165 million, and the transaction is scheduled to be completed by 1H20 TrendForce’s preliminary assessment of this deal finds that Lite-On’s SSD business has significant advantages in operational efficiency and flexibility Thus, the acquisition could be a major boon to TMCHD in terms of enhancing the range and quality of product offerings Alan Chen, research director of TrendForce, points out that Lite-On’s assets are highly complementary to TMCHD’s operation from the perspective of product lines and market positioning Currently, TMCHD’s revenue from the Enterprise SSD market is mainly based on the sales of SAS and SATA products With respect to the development of Enterprise SSDs featuring PCIe, TMCHD is still catching up to the leading manufacturers Lite-On, on the other hand, has already adopted PCIe for its main enterprise product lines At the same time, Lite-On has accumulated considerable experience in the volume production of solutions that have gone to the major clients in the server/data center market TMCHD also wants to shore up its presence in the Client OEM and Client Retail (channel) markets It has not made significant market share gains in these two segments even after the absorption of OCZ Storage Solutions, a major brand name in the channel SSD market Comparatively, Lite-On lacks the cost advantage that Toshiba has in the manufacturing of Client SSDs It nevertheless has maintained a solid reputation in the Client OEM and Client Retail markets due to its R&D capability in the software area and flexibility in production planning TrendForce believes that TMCHD could benefit enormously from this deal if it is able to formulate the right marketing strategy, establish a clear division of labor, and effectively integrate the R&D capabilities of both sides In sum, TMCHD’s operation, which draws from a deep well of NAND Flash resources and expertise related to product testing on the clients’ side, can be further strengthened by Lite-On’s software how-know, efficiency, and flexibility The effect of this merger may therefore be much greater than the sum of the parts

Press Releases
512GB SSDs' Price-per-GB Estimated to Fall Below US$0.1 and Hit an All-time Low This Year End, Says TrendForce

2019/05/08

Semiconductors / Consumer Electronics

According to research by  DRAMeXchange  , a division of  TrendForce  , the NAND flash industry this year is clearly exhibiting signs of oversupply, and SSD suppliers have gotten themselves into a price war, causing SSD prices for PC OEMs to take a dive Average contract prices for 512GB and 1TB SSDs have a chance to plunge below US$01 per GB by the end of this year, hitting an all-time low This change will cause 512GB SSDs to replace their 128GB counterparts and become market mainstream, second only to 256GB SSDs We may also look forward to PCIe SSDs achieving 50% market penetration, since PCIe SSDs and SATA SSDS are nearly identical in price TrendForce points out that SSD adoption among notebooks had already come above the 50% threshold in 2018 Contract prices for mainstream 128/256/512GB SSDs have fallen a long way by over 50% since peaking in 2017, and those for 512GB and 1TB SSDs have a chance to fall below US$01 per GB by year-end This will stimulate demand from those seeking to replace their 500GB and 1TB HDDs SSD adoption rate is expected to land between 60 and 65% in 2019   2Q Average Contract Prices for SSDs to Fall by Double Digits, May Drop by Less in 3Q According to TrendForce's latest investigations, 2Q19 marks the 6th consecutive quarter of average contract price decline for mainstream PC-Client OEM SSDs, with the average contract price for SATA SSDs falling QoQ by 15-26%, and PCIe SSDs by 16-37% The reasons for the continuous price fall in 2Q include: weakened stocking momentum due to the cautious stance of PC, smartphones and servers/datacenters OEMs towards end market sales and high inventory levels, leading to an overly oversupplied NAND flash market; price wars by leading SSD suppliers who are keen to get their 64/72-layer stocks off their hands; and the price comparison effect as a result of Intel 3D QLC SSDs The demand side will be helped by the traditional peak season and increased stocking demand from the new Apple devices, possibly seeing an improvement over 1H in 3Q looking forward Furthermore, many NAND flash suppliers are slowing expansion plans and have declared reductions in production to curtail supply Yet judging from the rather high inventories along this chain of industry, TrendForce predicts that average contract prices for mainstream SSD capacities will likely continue their descent, although with a slope less steep   Price Differences Greatly Narrow, with PCIe to Replace SATA Interfaces as Market Mainstream Judging from the product progress of each SSD supplier, all mainstream product lines have already switched to 64/72 layer SSDs with 256/512GB capacities and PCIe interfaces as their main products The newest 96-layer SSD has also gradually entered production in 1Q this year Additionally, judging from average contract prices in the second quarter, current prices for Premium PCIe SSDs and SATA SSDs only differ by under 6%, while value grade PCIe SSDs and SATA SSDs register a nearly 0% difference PCIe interfaces, with the help of value grade PCIe SSDs, will replace SATA interfaces to become market mainstream this year

Press Releases
The Average Contract Prices of Enterprise SSD May Fall by 10% in 2Q18 due to Suppliers' Aggressive Price Strategy and Pressure to Consume Production Capacity, Says TrendForce

2018/05/17

Semiconductors

According to the report of DRAMeXchange, a division of TrendForce, the Enterprise SSD market has been expanding in recent years driven by the development of data center, AI, big data, 5G, and edge computing The shipments of Enterprise SSD are expected to reach 30 million units this year, up from less than 20 million units in 2016 The year-on-year bit shipment growth of Enterprise SSD has been over 50% since 2016, showing the strongest growth momentum among all NAND Flash applications The rapid growth is expected to continue in the next three years With regard to the market situation in 2Q18, the demand for Enterprise SSD from server and data center is expected to rebound significantly compared with 1Q18 However, “the oversupply will continue in NAND Flash market, where suppliers face the pressure to consume production capacity”, says Alan Chen, research director at DRAMeXchange Therefore, the average contract price of Enterprise PCIe SSD and Enterprise SATA SSD may fall by 10% or more in 2Q18 On the other hand, some suppliers of Enterprise SSD have applied aggressive price strategies to win more orders from OEMs and to acquire higher market share This strategy will also help them lay the foundation for entering the promising Enterprise SSD market in the future The adoption of the latest 64/72-layer 3D-NAND, which is more cost-competitive, is the main reason why these suppliers managed to implement the price war strategy In 3Q18, the NAND Flash market has a chance to see slight undersupply, driven by the demand for Enterprise SSD, Client SSD and smartphones However, the competition among Enterprise SSD suppliers will become increasingly fierce Therefore, the prices of Enterprise SSD are very likely to continue decreasing in the third quarter Chen notes that, key suppliers like Intel, Samsung, Micron, Toshiba, SK Hynix, etc have already sent their latest 64/72-layer 3D-SSD products to main clients for test The suppliers have also entered the mass production of these products, making the market competition more intense this year In addition, Purely, Intel's next-generation platform, will see faster penetration this year and become the mainstream of market, so most manufacturers have invested much of their R&D resources on PCIe interface-related products this year Although some suppliers have plans to launch 3D-QLC SSD products in 2018, but will not see noticeable shipments until 1H19 at the soonest, considering the progress of R&D and the time needed by clients to test the products   Global market research company TrendForce will host 「Compuforum 2018: Edge Computing - The Future of Memory and Cloud」at Taipei International Convention Center (TICC) on June 6, 2018 Find more at: http://seminartrendforcecom/Compuforum/2018/US/index/

Press Releases
NAND Flash Prices Will Continue to Decline as the Slight Oversupply Continues in 2Q18, Says TrendForce

2018/04/12

Semiconductors

The NAND Flash market has witnessed a slight oversupply in 1Q18 The growth momentum remains weak in 2Q18 although the demand increases, according to DRAMeXchange, a division of TrendForce It is expected that the slight oversupply in NAND Flash market will remain and the prices will continue to decline In the 2H18, the overall demand will increase due to the peak season Demand in channel markets will also recover because of the lower prices The growths in average NAND Flash content per box for smartphones will also drive the steady bit shipment growth On the supply side, some manufacturers have slowed down their production expansion in response to the market trend in the first half of this year Therefore, the next-generation 9x-layer NAND Flash process will not see sizeable shipment until 2019 The Yangtze Memory Technologies Company (YMTC), another focus of the industry, will also have limited impact on the supply in 2018 as well, since the new capacity of YMTC will not be sizeable until 2019 In sum, the NAND Flash market will see slight oversupply in 1H18, but may change to tight supply in 2H18 The fluctuated prices of NAND Flash products will return to a stable level in 2H18 as suppliers, who own DRAM resources, adopt bundling sale strategy The price drop of eMMC/UFS, PC/enterprise SSD and other products will be moderated then

Press Releases
SSD Price Drop Will Drive the Adoption Rate of SSD in Notebooks to 50%, Says TrendForce

2018/03/12

Semiconductors

In 1Q18, the traditional off-season, SSD market has seen obviously less stock up orders from PC OEMs compared with 4Q17, according to DRAMeXchange, a division of TrendForce SSD suppliers have cut prices to enhance PC OEMs’ willingness to adopt their new 64/72-layer 3D-SSD products For 1Q18, the average contract prices of mainstream Client SSD for PC OEMs are estimated drop by 3-5% in SATA-SSD sector and 4-6% in PCIe-SSD sector compared with the previous quarter This will indicate the stop of continuous price rise over the past year For the 2Q18, SSD suppliers will continue to expand their capacity of 64/72-layer 3D SSD, but the growth momentum of demand remains weak, resulting in slight oversupply of SSD DRAMeXchange expects that the contract prices of mainstream SSD products will continue to decline in the second quarter Alan Chen, research director at DRAMeXchange, points out that PC OEMs were more conservative than the original purchasing plan in 2H17 due to soared SSD prices “As the result, the average adoption rate of SSD in notebooks was only 45% in 2017, lower than original expectation”, says Chen, “this figure is expected to go beyond 50% this year as the SSD prices drop” In addition, the decline in SSD contract prices will also drive the mainstream capacity of SSD in PC OEM market to 256GB But 512GB products will not become the mainstream until 2019 or 2020 because the prices of this specification will be not able to reach the sweet spot this year Penetration rate of PCIe SSD will rise quickly driven by wider support by platforms and lower costs In terms of notebook SSD interfaces, PCIe SSD has a much better performance than SATA III SSD, but still had a lower-than-expected penetration rate of 30% in 2017 since it is less cost-effective than SATA III SSD Therefore, the latter one remained the mainstream in Client SSD market In 2018, however, DRAMeXchange expects the penetration rate of PCIe SSD will rise quickly, with a chance to reach 50% This is because Intel CPU platforms have provided wider support to PCIe SSD, maturing 3D-SSD technology has lowered the costs, and SSD controller chip makers have launched more cost-effective solutions Furthermore, suppliers including SK Hynix, WD/Toshiba, Micron, and Intel, have all put 64/72-layer SSD products into mass production since 1Q18, so the penetration rate of 3D-TLC architecture in Client SSD market has a chance to reach 70% in 2018 For long term, NAND Flash manufacturers are currently developing 3D-QLC Flash technology, which can achieve higher capacity in single chip with more competitive costs It is expected to enter mass production in the second half of 2018 at the earliest Once this technology goes mature, SSD devices will be more cost-effective, and it will be faster for SSD to replace HDD Intel has started to ship 3D Xpoint SSD products to PC OEM market since 2017, and also launched new products of 280/480GB in the channel market However, these products are only adopted in high-end business market and gaming PC market due to the low performance-cost ratio Whether the penetration rate could rise in the future still depends on the pricing strategy of Intel

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