|Innovating The Next Big Thing||November 1, 2014|
• Analyst Insights
• Enterprise Insights
• Network & Information Security
• Enterprise Mobility
• Remembering 9/11
Next Innovator Group
Feedjit Live Web Stats
• Ghost City
Barry's Book Shop
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...
Commentsblog comments powered by Disqus
Support This Site
• 8/20 Gartner Identifies Eight Steps to Build a Compelling Business Case for Social Initiatives
• 8/19 Gartner Says Consumer 3D Printing Is More Than Five Years Away
• 8/14 Gartner Says Traditional Development Practices Will Fail for Mobile Apps
• 8/13 Ovum: Ovum forecasts global OC market to grow 8% in 2014
• 8/12 Plan Now to Avoid Windows XP Deja Vu With Windows 7
• 8/11 Gartner's 2014 Hype Cycle for Emerging Technologies Maps the Journey to Digital Business
• 8/11 Gartner Says Chromebook Sales Will Reach 5.2 Million Units in 2014
• 8/10 Gartner Says Software Spending for Middle Eastern and North African Banking and Securities Firms to Grow More Than 9 Percent in 2014
• 8/7 Gartner Announces Symposium/ITxpo 2014, October 5-9, in Orlando
• 8/7 Faultline: EBU churlishly talks down LTE, but has no answers of its own
• 8/7 Faultline: Apple and Samsung stop fighting, notice Chinese creeping up
• 8/7 Canalys News: Canalys Channels Forums gather tech leaders to inspire and engage with partners and accelerate change
• 8/6 Gartner Says Indian Banking & Securities Firms To Spend 470 Billion Rupees on IT In 2014
• 8/4 Ovum: Ovum and Informa Telecoms & Media Research complete merger; creating a top-tier telecoms, media & IT research firm
• 8/4 Canalys News: Xiaomi becomes China’s top smart phone vendor
• 8/4 Canalys News: Notebook decline eases as tablet shipments level out
• 8/1 Ovum: Myanmar’s under-developed telecoms market is set to become the world’s fastest-growing
• 7/31 Wireless Watch: More twists and turns for Sprint as Iliad jumps in with TMO bid
• 7/31 Wireless Watch: European networks giants have adjusted to life with Huawei at last
• 7/30 Gartner Says India Security Market is on Pace to Grow 8 Percent in 2014
• 7/29 iSuppli: Fire Phone Hits the Sweet Spot for Hardware Costs, but Will Amazon's R&D Investment Pay Off?
• 7/25 Gartner Says IT Asset Managers and CIOs Should Work Together to Foster Digital Innovation and Avoid Technology Debt
• 7/24 Gartner Says Indias Mobile Services Market To Reach $19.2 Billion In 2014
• 7/24 Gartner Says Supply Chain Management Software Revenue Is on Course to Reach $10 Billion in 2014
• 7/24 Faultline: Poor awareness, content complacency; 4K TVs doomed to niche?
• 7/24 Faultline: Comcast will build over 1 million commercial hotspots in US
• 7/24 Wireless Watch: Subsidies out, non-handsets in, for the US’s big two carriers
• 7/24 Wireless Watch: The smartphone era is ending as the growth engine runs out of steam
• 7/23 McAfee Blogs: W32/Worm-AAEH Replaces Cryptor With One Used by Dofoil Downloaders
• 7/23 McAfee Blogs: The Firewall is Turning 25, but is it Really All Grown Up?
• 7/22 Ovum: Rushed analog switch-off threatens African TV
• 7/21 McAfee Blogs: 10 Experts, One Topic, 800 Million AETs
• 7/17 Ovum: Ovum Decision Matrix: Sustainable competitive advantage with the efficient use of data
• 7/17 Gartner Says the Business Consumer Requires a Digital Workplace
• 7/16 McAfee Blogs: Texas Tech University HSC Unifies Security and Compliance with McAfee SIEM Solutions
• 7/16 Ovum: To survive and thrive in today’s dynamic business climate, enterprises must treat data as an organizational asset, according to global analyst firm Ovum. Enterprises increasingly need to shift the basis of differentiation to focus on smarter
• 7/16 Gartner Says Mobile Application Strategies Will Be Transformed by Cognizant Computing
• 7/15 McAfee Blogs: Targeted Attacks on French Company Exploit Multiple Word Vulnerabilities
• 7/15 McAfee Blogs: Continuous Incident Response
• 7/15 Gartner Says CIOs Should Make Digital Business Technologies an IT Responsibility
• 7/15 Gartner Announces Keynote Lineup and Gartner Blueprints for Catalyst Conference 2014
• 7/15 iSuppli: Domestic Suppliers Dominate Chinese Solar Inverter Market as Demand Doubles
• 7/14 McAfee Blogs: Dofoil Downloader Update Adds XOR-, RC4-Based Encryption
• 7/14 Ovum: Analyst view: Amazon enters the file sync and share market with Zocalo
• 7/14 Ovum: Analyst view: Amazon enters the file sync and share market with Zocalo
• 7/12 Frontline Sentinel: The Impact of Red Team Drills
• 7/12 Frontline Sentinel: Integrating Threat Intelligence Into Your Security Program
• 7/12 Frontline Sentinel: Creating a Secure Guest Network
• 7/12 Frontline Sentinel: Onward Through the Cloud
• 7/10 Ovum: Analyst view: Teleperformance Group announced it will be buying Aegis’ US operations