by Don Jeanette | Nov 15, 2017 | TRENDFOCUS Blog, Uncategorized
TRENDFOCUS has just released its CQ3 ’17 Quarterly Update for the NAND/SSD market. Only one segment, enterprise PCIe, saw unit growth where every other segment – client drive format factor, client modules, enterprise SATA and enterprise SAS, all declined from the...
by Mark Geenen | Nov 10, 2017 | TRENDFOCUS Blog, Uncategorized
This week TRENDFOCUS co-sponsored The Enterprise Storage Conference in Beijing. Other sponsors included Dell, VMWare, Lenovo, Nutanix, Huawei, HGST, Kaminario, Alibaba, Intel, Tencent and more than 40 other Chinese and global data storage companies. Approximately 400...
by John Chen | Apr 26, 2017 | TRENDFOCUS Blog, Uncategorized
Intel made several Optane product announcements over the past couple of weeks, including high-end NVMe-based add-in-cards targeting enterprise servers. Optane is the commercial product name for 3D XPoint (pronounced “cross point”), next generation non-volatile storage...
by Mark Geenen | Dec 22, 2016 | TRENDFOCUS Blog, Uncategorized
With fewer than 10 days left in the year, the disconnect between HDD TAM and production continues. As stated earlier this month in one of TRENDFOCUS’ Executive Briefs, the CQ4 build plan is tracking measurably higher than the expected HDD TAM. This would be less of an...
by John Chen | Dec 20, 2016 | TRENDFOCUS Blog, Uncategorized
2.5” CE HDDs for game consoles hit a record high unit shipment level in CQ3 ’16, ramping up for what appears to be another strong holiday season for console system sales. With mid-cycle upgrades by Microsoft and Sony, along with price cuts to modified original systems...
by Don Jeanette | Dec 7, 2016 | TRENDFOCUS Blog, Uncategorized
TRENDFOCUS just recently concluded another trip through the U.S. and Asia. Once thing is for certain – NAND tightness continues…. And will continue through most of 2017. From a pricing perspective, this means continued higher prices for SSDs in the market. With all...