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 […]
Tag: SSD
Update: This analysis was featured on Backblaze’s Blog and I got to meet the executive staff at Backblaze to discuss my findings; The team and culture there is amazing! It is now common practice for end-customers to share telemetry (“call home”) data with their vendors. My analysis below shares some insights about your business that […]
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), […]
