by Mark Geenen | Feb 22, 2016 | TRENDFOCUS Blog
Notebook production by the top five ODMs were just released (slightly late due to the Lunar New Year holiday), and January’s totals were the lowest since TRENDFOCUS started tracking ODM output back in 2010. January’s volumes plummeted over 30% sequentially, and given...
by Jason Lervold | Feb 22, 2016 | TRENDFOCUS Blog
SSD industry continues to see exceptional growth in virtually all segments. TRENDFOCUS has just released its latest NAND/SSD Quarterly update. In this latest report, covering CQ4 ’15 results and the updated long term forecast, all segments, both client and enterprise...
by Jason Lervold | Feb 1, 2016 | TRENDFOCUS Blog
With the acquisition of SanDisk moving forward, WDC is on the verge of becoming the big boy on the block from a product portfolio and vertical integration perspective. They will have any and all HDD and SSD storage solutions one could want, including the NAND supply...
by John Chen | Jan 20, 2016 | TRENDFOCUS Blog
While Seagate has been shipping HDDs with shingle magnetic recording (SMR) for a number of years in its external HDD products, 2016 is shaping up to be the year when the industry as a whole announces and ships mainstream OEM HDDs using the capacity boosting...
by Mark Geenen | Jan 14, 2016 | TRENDFOCUS Blog
Pending Q4’15 actual shipments, we could see in increase closer to 40% for 2015 vs. 2014. Samsung alone could potentially post an impressive 50%+ increase last year to lead all suppliers. Unfortunately, NAND prices have tracked a super aggressive take down curve,...
by Jason Lervold | Jan 5, 2016 | TRENDFOCUS Blog
2015 has ended, which means 2016 has started. Happy New Year everyone! One thing we learned in 2015 is that we have not learned from history. Remember the late 1990s to the early 2000s when 2.5” HDD pricing for notebooks pretty much took a nose dive? It was great for...
