by Jason Lervold | Oct 5, 2015 | TRENDFOCUS Blog
In the 2nd quarter of this year, all five NAND fabs combined to ship about 19 exabytes of NAND, or 19 million terabytes. About 1/3 of this total output went to SSDs, another 1/3 went towards smart phones, and the remaining balance going to tablets, thumb drives, and...
by Mark Geenen | Sep 22, 2015 | TRENDFOCUS Blog
After several dismal months of low notebook production, ODMs finally posted solid gains in August. Notebook production rose double digits sequentially in August due to the combination of back-to-school sales and early builds timed to the Windows 10 launch. This...
by John Chen | Sep 10, 2015 | TRENDFOCUS Blog
A widely accepted position in the HDD industry is that demand for capacity enterprise (nearline) HDDs is driven by large hyperscale companies, typified by cloud service providers (CSPs) and “as-a-service”, or XaaS datacenter companies. What is difficult to read is the...
by Jason Lervold | Sep 1, 2015 | TRENDFOCUS Blog
TRENDFOCUS recently published its updated Quarterly NAND/SSD report covering the NAND & SSD industries’ performance in CQ2 ’15. In the SSD market, unit shipments increased, despite the fact that a good portion of the volume is tied to a weak notebook PC market....
by Mark Geenen | Aug 18, 2015 | TRENDFOCUS Blog
Even though the early reviews of Microsoft’s new OS, Windows 10, have been positive, the PC market outlook has been downgraded, and the new figure shows the market contracting over double digits in 2015. PC companies are cautiously optimistic about Windows 10, and...
by Jason Lervold | Aug 3, 2015 | TRENDFOCUS Blog
A colleague of mine brought up a great argument for why 500 GB Hard Disk Drives can remain the storage device of choice for most college students. In essence, it’s not the student’s choice, but rather the parent’s choice. Let’s think this through for a moment…. As...
