NAND Supply Tightness Continues (still)
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...
Captive SSDs Move Across Apple’s Product Line Up
As widely rumored, Apple announce a refreshed MacBook Pro line up in October, sporting new industrial designs and introducing a touch-based, contextual screen in place of the normal row of function keys at the top of the keyboard. It marks the first time, I believe,...
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...
Digital Content Growth Sparked by the 2016 Presidential Elections
The 2016 Presidential Race will not be forgotten soon. The race between Hillary Clinton and Donald Trump was hotly contested, and at the end it was Trump who was victorious. As soon as Clinton and Trump were officially confirmed as the democratic and republican...
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...
ARE YOU READY FOR SOME FOOTBALL?? HDD usage surges during football season
Yesterday marked the beginning of a new (American) football season in the U.S. And although football is not our national pastime (baseball is), football by all rights is the most regularly watched sporting event in the U.S. The Super Bowl 50 broadcast drew 112 million...
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...
TRENDFOCUS Publishes 2nd Calendar Quarter NAND / SSD Report SSD Attach Rates Continue to Rise in Notebook PCs
TRENDFOCUS has just released its latest NAND/SSD Quarterly update. In this report, covering CQ2 ’16 results and the revised long-term forecast, all segments, both client and enterprise, saw another quarter where SSDs posted solid growth. In the enterprise SSD market,...