HDD Supply/Components Tightening Up

The strong rebound in HDD demand in CQ3 was great relief for the HDD industry. It has been seven long years, since the HDD industry had a Q-Q growth of this magnitude. More importantly, the strength of the nearline market is what resulted in improved gross margins and...

SSDs Post Significant Growth Again in CQ3 ‘16

Sequential unit shipment growth in all SSD segments – client SATA, client PCIe, Enterprise SATA, SAS, and PCIe – resulted in significant increases over the prior quarter. Client modules, targeting the OEM PC market, jumped almost 20% Q-Q, reflecting both a slightly...

NAND Tightness Continues

We have all now heard about, and some have experienced, the effects of the NAND shortage over the past few months. These shortages are now being quantified as CQ3 ‘16 SSD shipments are being reported. Early indications point to the channel seeing lower shipment...

Is PSVR the Last Best Hope for Virtual Reality?

2016, supposedly the year of virtual reality, or VR, has been relatively quiet. Hype-generating announcements, such as the Oculus Rift and HTC Vive, essentially targeted the high-end of VR, offering cutting-edge experiences as long as users had the requisite high-end...

CQ2 ’16 Showed SSDs are Ahead of Schedule!

With all SSD companies (finally) reporting results for CQ2 ’16, one thing is clear – SSDs are ahead of schedule! It is now very clear that client SSDs going into Notebook PC’s are tracking fantastically, with expected attach rates to be around 34% for 2016, or over...