In case you haven’t heard, there’s been a massive NAND shortage in the industry due to a combination of lower production along with higher than expected demand.
According to a recent report by market intelligence firm, DRAMeXchange, a division of TrendForce, mainstream client SSDs are feeling the effects of the shortage as contract prices are expected to increase over 10% in the 1Q2017. MLC based products are expected to see a price increase of 12%-16% and TLC based products are expected to see a price increase of 10%-16%. As a result of the shortage, shipments of client SSDs are expected to drop 7%-8% in 1Q2017.
Due to customer preferences, the [...]
Amid massive shortages due to increased demand, the NAND Flash market is booming. According to latest report from market intelligence firm, TrendForce, revenues have increased a massive 17.8% quarter over quarter, now reaching a total of $12 Billion in 4Q2016.
Looking at the results, the biggest winners in the 4Q2016 is Micron, which saw revenue increase by 26.9%. This is followed by Intel which saw revenue increase by 25.7%, Western Digital by 22% and Samsung by 19.5%. Toshiba and SK Hynix saw the lowest revenue increases at 8.5% and 9% respectively.
In terms of marketshare, Samsung once again dominated the market by a massive margin. In 4Q2016, [...]
It’s good to be in the DRAM business these days. According to a recent report from DRAMeXchange, global DRAM revenues have increased 18.2% sequentially for 4Q2016.
Much of the demand is fueled by strong smartphone sales, particularly Chinese brands along with the iPhone 7. This has resulted in massive shortages of PC DRAM, resulting in a 30% price increase over the previous quarter. Server DRAM is expected to follow suit in 1Q2017.
Memory manufacturers are currently increasing efforts to expand DRAM production capacity, but their efforts aren’t expected to be realized until the 2H2017. As a result, the supply problem is expected to continue to [...]
According to a recent report, NAND prices have continued their increase over the 3Q2016 thanks to constrained supply due to the transition from 2D to 3D NAND, and an increase in demand.
Demand for NAND in 3Q2016 grew by 19.6% with the biggest winner being Western Digital who increased their revenues by 26.7% in the quarter. Other big winners include Samsung and SK Hynix who saw revenue increases of 20.6% and 20.3% respectively.
Market share continues to be dominated by Samsung who holds a massive 36.6% marketshare, climbing just slightly over the quarter.
According to a recent report from market intelligence firm TrendForce, supply shortages and surging demand from the 3Q2016 will continue into 4Q2016 increasing prices of NAND Flash. This will cause price increases of eMMC, eMCP and SSDs extending through the 4th quarter.
The main driver of increasing prices is due to smartphone demand. Smartphone demand has started to boom in the 2H2016 with sales of the iPhone 7 on the upswing causing major constrains on supply. Apple doubled capacities on each of the iPhone 7 models representing a substantial increase in NAND Flash consumption. Similarly, other brands such as Huawei, OPPO and Vivo are ramping up production and [...]
If you’ve been thinking of building a new system this holiday season, it may be worthwhile to start picking up memory early as prices continue to rebound thanks to increasing demand and a constrained supply.
Back in September, we reported that PC DRAM prices are expected to increase 15% by the end of this year, but a new report from DRAMeXchange, a division of TrendForce, is forecasting that DRAM prices will increase by 30%, which will put PC DRAM at its highest price in two years. During 3Q2016, memory makers scaled back PC DRAM production down to just 20% of the total production in order to expand mobile and server DRAM production. This in combination with [...]