Innovating The Next Big Thing April 19, 2015 ph.gif
ph.gif
Sections

Analyst Insights
Enterprise Insights
Network & Information Security
Enterprise Mobility
Remembering 9/11
About

Next Innovator Group

TechnologyInnovator
• NextInnovator
EnterpriseInnovator
SecurityInnovator
DefenseInnovator
WirelessInnovator 
• HPinnovator
EnergyInnovator
TransportationInnovator  

Contact

• NextInnovator(at)Live.com

Writers Wanted

Writers Wanted

Feedjit Live Traffic Feed


Next Innovators

Ghost City
Frontline Sentinel
• Innovation Insights
WebInno
Over the River
Enderle Group
Security Insights Blog 
McAfee Audio Parasitics
Rethinking Security
Ovum
iSuppli
Canalys
• eMarketer 
• CRM Help Desk SW 
Rethink Research

McAfee AudioParasitics


 
Barry's Book Shop
Ads

ph.gif ph.gif
Analyst Insights iSUPPLI: Despite Price Drops, Demand for NAND Flash Will Boost Revenue by 8% in 2012.:Global NAND Flash Revenue Expected to Grow 8% This Year
Apr 19, 2012 – Anton Shilov

The NAND flash memory market is expected to achieve healthy 8% growth this year because of major sales drivers, including solid-state-drive (SSD) equipped ultrabooks, according to an IHS iSuppli report.

Global NAND flash revenue this year is projected to reach $22.9 billion, up from $21.2 billion in 2011. With NAND flash consumption increasing in the three principal markets for smartphones, tablets and SSDs in ultrabooks, NAND revenue will climb continually during the next few years, hitting approximately $30.9 billion by 2016, according to the market research firm.

Underperformance of Tablets Hurts NAND Flash Market, But Continues to Drive It

The NAND industry finished 2011 somewhat below industry expectations, mainly because consumers did not embrace tablets as enthusiastically during the fourth quarter as initially expected. While the Apple iPad is a major achievement, the same level of success has not been shared by other manufacturers’ tablets.

“Given the lukewarm performance of the tablet segment last year, there was some trepidation coming into 2012 for the NAND industry. But even though most NAND manufacturers had planned to be on the fast track in 2012 to increase production at newly built fabs, each supplier has since reduced capital spending compared to its original plans, electing to moderate supply expansions to allow demand to catch up. Such a strategy will avoid a precipitous price decline that the industry won’t be able to withstand, leading to more optimism for a stronger 2012,” said Michael Yang, senior principal analyst for memory & storage at IHS.

The greatest success besides the iPad has been achieved by lower-end tablets such as the Kindle Fire from Amazon. However, the Fire comes with only 8GB of NAND flash, compared to the iPad’s maximum 64GB of storage. This is resulting in overall lower consumption of NAND flash than if competitive tablets had similar NAND densities to the iPad. Even so, tablets will be responsible for 12% of NAND flash bit shipments this year, with NAND flash consumption in tablets reaching 3.6 billion gigabytes, up from 1.6 gigabytes in 2011.

On its own, Apple will consume about 25% of the overall NAND supply in 2012, equivalent to some 8 billion gigabytes. The iPad will be responsible for 74% of NAND consumption in the tablet segment this year, accounting for 2.8 billion gigabytes out of a total 3.8 billion gigabytes in tablets.

Ultrabooks and Smartphones: New Opportunities Emerge

The shining new hope for the NAND industry this year could well be the ultrabook. With their light weight, long battery life and fast boot-up times, ultrabooks will appeal to all types of users. This will push total NAND consumption in the PC segment to more than 15% of total NAND flash supply. SSDs will account for some 3.3 billion gigabytes of NAND flash consumption this year, up from 1.7 billion gigabytes in 2011.

Another area of growth that the NAND industry can rely on this year is the cell phone market, particularly in the smartphone segment. Smartphone shipments this year will hit 626 million units, with an average NAND flash content of 9.0GB. By 2016, NAND memory content in smartphones will amount to 18.9GB, representing 16% of total NAND bit shipments. Overall NAND flash consumption in 2012 for smartphones is forecast to reach 5.7 billion gigabytes, up from 3.1 billion gigabytes in 2011.

The Apple iPhone, with an average density that is more than two times that of other smartphones, will consume more than 3.2 billion gigabytes in 2012. Other Apple products that will use NAND flash in significant quantities are the Mac Book Air and iPod Touch.



» Send this article to a friend...
» Comments? Tell us what you think...
» More Analyst Insights articles...

AddThis Social Bookmark Button

Comments
blog comments powered by Disqus

Search EnterpriseInnovator

ph.gif ph.gif
Support This Site



Newest Articles

• 3/31 Ovum: WhatsApp takes on the challenge of VoIP communications
• 3/31 Gartner Says Mobile App Adoption Is Maturing as Usage Mellows
• 3/31 Gartner Says Asia Pacific Devices Shipments to Grow 3.2 Percent in 2015
• 3/31 HP Security Products Blog: Join us at the HP Software Government Summit--on April 7th!
• 3/30 HP Security Products Blog: Enterprise network security: What’s new for the week of March 23, 2015
• 3/27 Ovum: Facebook’s Messenger Platform takes measured steps towards a richer user experience
• 3/27 eMarketer: UK to Achieve World First as Half of Media Ad Spend Goes Digital
• 3/27 HP Security Products Blog: Securing the Internet of Things: Mapping IoT attack surface areas with the OWASP IoT Top 10 project
• 3/26 Ovum: Pricing, network quality and marketing are key to 4G success
• 3/26 iSuppli: NXP-Freescale Fusion Creates Automotive Semiconductor Powerhouse, IHS Says
• 3/26 Faultline: 2020 Tokyo Olympic will be in 8K
• 3/26 Faultline: Amagi to roll out 2nd Gen ad splicing system at NAB
• 3/26 Faultline: Kilar’s Vessel still only half full at launch
• 3/26 Faultline: Google’s Schmidt confirms Glass 2.0
• 3/26 Faultline: SK Telecom bids for all of SK Broadband
• 3/26 Faultline: Deals, Launches and Products
• 3/26 Faultline: Dish picks Nagra for Dish Anywhere ad-insertion
• 3/26 Wireless Watch: Google’s Schmidt confirms Glass 2.0
• 3/26 Wireless Watch: Small Cell Forum and ETSI join forces on NFV
• 3/26 Wireless Watch: Ericsson looks ahead to software defined power architecture
• 3/26 Wireless Watch: 5G will fail like 3G, if operators continue to defend the old licensing regimes
• 3/26 Wireless Watch: India’s giant auction will divide sheep from goats in 4G
• 3/26 Wireless Watch: SK Telecom bids for all of SK Broadband
• 3/26 Wireless Watch: Facebook open sources its cellular apps performance tool
• 3/26 Wireless Watch: BT back in mobile, Three/O2 merger terms agreed
• 3/26 Wireless Watch: Telstra backs Cohere’s new modulation scheme
• 3/26 Wireless Watch: Adobe aids Microsoft’s Spartan with web standards partnership
• 3/25 Ovum: BT’s new consumer mobile offering won’t shake up the UK market – yet
• 3/25 Gartner Survey Finds 84 Percent of Southeast Asian CIOs Need to Adapt Their Leadership Style to Support Digital Business
• 3/25 HP Security Products Blog: Is it stupid to "Think like a bad guy"?
• 3/25 HP Security Products Blog: HP Cyber Risk Report 2015: spotlight on the applications
• 3/24 Ovum: Online calendar presents community health and social events
• 3/24 Ovum: BT/EE and Three/O2: now over to the competition authorities
• 3/23 Gartner Says Enterprise IT Spending in Southeast Asia Will Reach $62 Billion by 2018
• 3/23 HP Security Products Blog: HP ArcSight Logger launches mobile app for monitoring on-the-go
• 3/23 HP Security Products Blog: Back to the Basics: Defining a Use Case for SIEM
• 3/20 HP Security Products Blog: Enterprise network security: What’s new for the week of March 16, 2015
• 3/20 HP Security Products Blog: Are you (un)certain that your code is secure? The new reality for federal agencies
• 3/19 Gartner Says Global Devices Shipments to Grow 2.8 Percent in 2015
• 3/19 Faultline: IDC cuts PC forecast, cools on tablet growth
• 3/19 Faultline: Sony USA retail is focused entirely on 4K
• 3/19 Faultline: 15 years after launch, HDTV penetration hits 81% in US Homes
• 3/19 Faultline: Netflix content spend outstrips big TV players
• 3/19 Faultline: Sony Vue takes highly individual route to the OTT promised land
• 3/19 Wireless Watch: Intel to get iPhone modem slots, in new blow for Qualcomm?
• 3/19 Wireless Watch: Foreign rivals could challenge America Movil in Mexican LTE
• 3/19 Wireless Watch: Zeroth ‘brain chip’ technology comes to Snapdragon handsets
• 3/19 Wireless Watch: Microsoft chooses not to chase Cyanogen stake
• 3/19 Wireless Watch: Amazon comes out of IoT shadows with 2lemetry buy
• 3/19 Wireless Watch: Broadcom hurls 400Gbps Ethernet at custom comms processors

AddThis Feed Button

Barry's Books


Ads

ph.gif
ph.gif Top ph.gif

© 2008 EnterpriseInnovator. All rights reserved.