by Mark Geenen | Jun 16, 2016 | TRENDFOCUS Blog
In the past, good news for HDD companies was usually linked to higher PC sales. However, this time, the good news comes from an unlikely source, the competition. The rapid takedown of SSD prices during the last two years have led to accelerating SSD attach rates in...
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 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 | Nov 2, 2015 | TRENDFOCUS Blog, Uncategorized
As a follow up to our blog posted on October 5, 2015, I wanted to comment further on the future of NAND output and how that will effect HDD demand, or not. We all know that NAND bit output continues to increase each year. This is enabled mainly by the development and...
