I came across enough hints from VAST Data thru their momentum posts, that I was able to determine their actual revenue to date along with an estimated NAND Flash TAM. In addition, using LinkedIn, I was able to breakdown their sales force to see what the team looks like. Why did I do this? I […]
Tag: NAND Flash
I created a Micron OEM SSD part number decoder that will take any Micron SSD Part Number and decode it and tell you the model name, what type of NAND Flash is used, estimated manufacturer cost, and more. Note: this decoder is not endorsed or supported by Micron; this is an unofficial decoder developed by […]
This is an online SSD Cost calculator that calculates the detailed costs of an SSD (NAND, DRAM, Controller, Other) at various capacity points. You can view the graph/table by $/GB, Unit Costs, or % of Total. Please give it a try. (Bonus: It is mobile and printer friendly) Tip #1: You can scroll down to […]
Flash and DRAM demand has apparently been weak. This is a great opportunity for you to negotiate lower prices with your favorite #semiconductor company. Give your local sales person a call and ask for a revised quote. From what I can tell, weakness was led by the following players: The largest NAND Supplier in June (more in […]
Zoom in to image above Last year, I posted the Flash Supplier engagement at FMS on LinkedIn. I thought it would be interesting to quickly look at this year and see how this year’s engagement compares to last. Noteworthy changes from last year: Intel and WD are significantly upping their game on sessions. Have much […]
Last year, the NAND industry produced around 5 exabytes of extra supply. That is 5,000,000,000 GB’s (the equivalent to 5 million 1TB SSD’s) worth of extra parts just sitting around! When that happens, you have an oversupply situation and prices decline dramatically. NAND vendors absolutely hate this. In a balanced market, you could expect anywhere between 20-25% […]
What you will learn in this article After reading this article, you will learn: All SSDs in all verticals (e.g., PC, Retail, Datacenter, Enterprise) should be priced the same ($/GB); The key to understanding this is looking at non-NAND related costs over different capacity points, while considering the current average capacity point in each vertical. […]
Summary: There are six major trends that are converging right now that are going to negatively impact the size of the SSD market in the near future The number of large customers of Flash (1B GB and up) have dramatically increased and will cause the OEM SSD business to “pop” and convert to low-margin NAND […]
According to price trackers, the pricing of NAND Supplier-based SSDs has begun to decline; In fact, the decline began in August 2017! Let’s dig in.. Today, the pricing of PC-based 1TB SSDs is already at $0.29/GB. You can confirm this by looking at Amazon.com. ($299 divided by 1,024GB = $0.29/GB) Extrapolating the Enterprise-class pricing (section on this below), […]
