© rainer plendl dreamstime.com Analysis | November 15, 2013
Cloudy Days for NAND Flash
The global NAND flash memory market is decelerating in the second half of the year as demand diminishes for local data storage in smartphones and tablets, due in part to the rise of cloud-based services.
Preliminary estimates show that total NAND bit shipments were estimated to have grown 8 percent in the third quarter, down from 9 percent in the second quarter, according to IHS. For the year’s final quarter, NAND shipments will expand by an even lower 5 percent, down sharply from the 16 percent rise seen in the fourth quarter of 2012. “The fast-growing season for flash memory appears to be running out of momentum as density growth levels off in many of the products that are leading users of NAND,” said Ryan Chien, storage systems analyst at IHS. “Moreover, few upcoming devices are expected to increase their NAND options, further dampening growth in the short term.” Despite the second-half slowdown, the projected total for the NAND flash industry in 2013 will amount to 39 billion gigabytes of shipments and $24 billion in revenue—both industry records. Cloud challenges “Streaming media options and free cloud storage are diminishing the prospects for increased NAND usage in smartphones,” Chien said. “This is true for all three major mobile operating systems—Apple’s iOS, Google’s Android and Microsoft’s Windows Phone. With less need to store data in local devices, the requirement for greater storage is reduced.” Smartphones have memory issues Another reason for slower NAND growth is that NAND use is limited in low-end smartphones that make up the fastest-growing part of the smartphone market. By keeping NAND use down, low-end smartphones can more easily control costs and maintain affordability. Meanwhile, newly released flagship handsets from Apple, Samsung and Sony have not added larger density options compared to predecessor models. Consumer indifference Furthermore, consumer interest in recent years has been lukewarm in several NAND-heavy device categories like game consoles, PCs, e-readers and USB drives. And in media tablets, the rapid transition to lower-cost 7- and 8-inch sizes is squeezing product price points—and, therefore, flash densities. NAND pricing jumps Regardless of the slowdown in flash consumption, prices have actually risen considerably. A fire at South Korean memory supplier SK Hynix has caused it to shift some of its NAND capacity to dynamic random access memory (DRAM). And even though the impact on NAND will be small and NAND bit production in the fourth quarter is still expected to increase, the possibility of supply challenges has catalyzed major component price hikes. For instance, the IHS NAND price index—formulated to keep track of movements in NAND pricing over time—has jumped nearly 10 percent since the fire, signaling some nervousness in the market. As demand concerns start to weigh on the market, however, prices have drifted lower in recent weeks. The relationship between DRAM and NAND continues to be important. DRAM figures prominently in various functions, from storing mapping tables in solid-state drives, to masking slower triple-level-cell NAND in the client solid-state drives of Samsung, to providing extra speed in enterprise flash caches for sequentializing write operations.
Romanian EMS provider expands as it relocates Romanian EMS-Electra has successfully finalised the process of relocating to a new building, in the industrial area of Iasi, Romania.
Circuit Check partners with major healthcare company to build ventilators In early March, when a long-standing customer to the company, a major healthcare company approached Circuit Check to partner together to build over a dozen tests systems to assist in the COVID-19 efforts, Circuit Check responded quickly to the challenge.
TI maintains firm grip as world's top analog IC supplier TI's 2019 analog marketshare grew to 19% and ST climbed to fourth place as the top-10 suppliers collectively accounted for 62% of total analog sales.
Big Ass Fans adds third Hentec/RPS machine Complementing the purchase of two Hentec Industries/RPS Automation Vector 300 selective soldering machines in 2018, Big Ass Fans (BAF), a high-volume, low- speed (HVLS) airflow manufacturer, has just added a third machine to its factory in Newman Lake, Washington.
CE3 Electronics Inc. taps MIRTEC for 3D AOI technology Canada-based CE3 Electronics has purchased a MIRTEC MV-6 OMNI 3D AOI machine.
Gémosz is still looking to grow – but the pandemic brought new perspectives Winston Churchill famously said, “Never let a good crisis go to waste”. While this was said in a vastly different context than the current crisis of the COVID-19 pandemic, there is still truth to the fact that a crisis not only allows for change – but sometimes forces it.
North American PCB industry sales up 4.3% in April The IPC says that total North American PCB shipments in April 2020 were up 4.3% compared to the same month last year. Compared to the preceding month, April shipments fell 18.2%.
Volkswagen intensifies e-mobility activities in China Volkswagen has initiated the next chapter for its business in China. The automotive giant plans to increase its share in JAC Volkswagen, its joint venture for e-mobility.
GPV Selects Aegis as global smart factory partner Driven originally by accelerating customer expectations for traceability, GPV has selected Aegis’ FactoryLogix Smart digital manufacturing solution, targeting multiple values and benefits.
REDCOM EMS expands certification for medical device manufacturing New York-based REDCOM EMS has secured ISO 13485:2016 certification, complementing the company’s existing ISO 9001:2015 and AS9100D certifications.
Ozark Integrated Circuits nabs U.S. Air Force grant Arkansas-based Ozark Integrated Circuits Inc., located in the Arkansas Research and Technology Park at the University of Arkansas, has received a USD 750,000 award from the U.S. Air Force.
Norwegian EMS adds employees to Polish unit The last couple of months Norautron has welcomed three new colleagues at its office in Sdunska Wola, Poland.
Daimler’s battery production in Kamenz gradually increases production Local battery production is described as an important success factor for Mercedes-Benz AG’s electric offensive and a key element to flexibly and efficiently meet the global demand for electrified vehicles.
Tepcomp invests in new additional production line Finnish EMS provider, Tepcomp Group, has made a significant investment at its production plant in Turku. The new surface mount technology production line will significantly improve the productivity and energy efficiency of the plant.
Valoe is on schedule with both production and expected deliveries Valoe says it will start manufacturing IBC test modules in Juva, Finland in June and cell deliveries from Lithuania to customers is scheduled to start according to plan.
AMTE Power and Britishvolt sign MoU for GigaFactory AMTE Power and Britishvolt plans to investigate collaborating to build the UK’s first full cycle battery cell GigaPlant, servicing the automotive and energy storage markets.
ALLPCB’s new SMT factory has launched production On May 10 2020, ALLPCB’s new – self-operated – SMT factory in Guangde, Anhui Province, China was officially put into production.
Schweizer starts production at its new location in China Following a construction period of one and a half years, production has now started at the company’s new high-tech printed circuit board plant in Jiangsu, China.
Jenoptik supplies generators to a US customer Through its Vincorion investment, Jenoptik received a long-term order for generators that an unnamed US customer is integrating into military vehicles.
Rolls-Royce takes heavy hit from COVID-19 – reduces workforce by 9000 The impact of COVID-19 on Rolls-Royce and the whole of the aviation industry is unprecedented. RR has already taken action to strengthen the financial resilience of its business and to reduce cash expenditure in 2020. However, this will not be enough.
Data Link Solutions to provide MIDS cabinet terminals to US Navy The U.S. Navy has awarded a USD 3.2 million production contract to Data Link Solutions (DLS), a joint venture between BAE Systems and Collins Aerospace, for new Multifunctional Information Distribution System (MIDS) cabinet terminals.
Incap restarts production in India In a move to contain the COVID-19 pandemic, the government of India instructed all state governments to introduce a lockdown in March. As a consequence, Incap had to close its factory in Karnataka, India on 23 March.
NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20 NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to USD 13.6 billion.Load more news
- COVID-19 highlights the gravity of the secondary market for SME
- China falls far short of its "Made-in-China 2025" goal
- Raspberry Pi audio HAT board with MERUS class D multilevel amplifier
- ASML ships first-generation multibeam inspection system ‘eScan1000’
- Gémosz is still looking to grow – but the pandemic brought new perspectives