Western digital will break the monopoly status led by Samsung in SSD consumer market, as they are going to launch 4TB SSD. It is the WD blue model, which will use the same controller and flash as the other blue SSD, but the capacity has been raised to 4TB. The price of WD blue 4TB SSD is more competitive; it is the best news for consumers as the option for 4TB SSD is more.
Micron has launched new enterprise level SSD 9300 pro and 9300 Max. These two models will satisfy the requirements of cloud service providers and enterprises. Although these models are using TLC as their memory, the speed and life circle is better than our expectation.
The NAND flash market will get resume in the next half of 2019. As the manufacturers Hynix, Samsung and Micron will reduce their production, and they aim to collect back the price loss by new products. Let’s look forward to the market price of NAND flash and DRAM in Q3 and Q4 of 2019.
SK Hynix as one of the biggest NAND flash manufacturer, they expect to prevent further losses on the profits. They plan to close the production line of 36 layers and 48 layers of 3D NAND Flash, and swift their focus to DRAM demands and high-end products. They will wait for the market recovery and find solution to reduce the cost of production and raise the quality.
The main suppliers Intel, Micron and SK Hynix plan to cut their production for NAND Flash in 2019. It aims to avoid oversupply in the market. As the continuous dropping of NAND Flash prices has caused huge losses for them, they plan to take some actions to protect their profits such as closed down the old production line of 36 and 48 layers, slow down the production plan, and launch high profit pr...
YMTC is going to launch the mass production of 64 layers of 3D NAND flash memory in the 2nd half of 2019. It is one urgent project supported by China, as they need to catch up the development of the NAND flash.
Samsung officially announced that Galaxy Fold experience will be launched on April 18. Different traditional full-screen smartphone, Galaxy Fold has two display screens and is the first Snapdragon 855 folding mobile phone equipped with UFS 3.0 flash in the world. However, the price of Chinese version of Galaxy Fold is unknown but may be more than $1486.3.
Neither Samsung nor Micron is prosperous on the market, with memory revenue plummeted by 40%. Due to high stock of memory chips and sharp price reduction, Morgan Stanley, Cowen and other companies has downgraded rating and target share price of Micron and Samsung, in order to prevent their earnings from being damaged greatly. Although memory chip manufactures expected future market to recover in t...
In addition to Micron and Samsung, Nanya, the fourth largest memory manufacturer, is also affected by memory price reduction from Q4 last year, with Q1 revenue of 2019 plummeted by 40%. Limited by technical level, Nanya is expected to achieved mass production of 20nm DRAM chips in Q2 this year. However, even price reduction still didn’t improve demands in smartphone and data center, therefore, it...
There are two types of SSD, namely SATA SSD and NVMe SSD. With less latency, NVMe SSD is certainly faster than SATA SSD. In addition, the price of M.2 SATA SSD is relatively expensive. Therefore, general consumers have better choose NVMe as much as possible.