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Can Anyone Challenge Samsung’s SSDs?
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You have seen that many companies that were selling SSD drives are slowly moving away from retail and etail consumer sales. Patriot and OCZ are among them and one of the key reasons is that Samsung has insanely attractive prices that are hard to fight.
Currently Samsung’s SSD 840 EVO series 250GB sells for about $2000, while Amazon in the US is selling the same drive for $177.99. The 120GB version in EU sells for €89.90 while US shops sell it for $99.99. Samsung offers a 500 GB SSD for $339.99 and at Newegg Mushkin, OCZ and similar priced or slightly cheaper but for 480GB drives. Toshiba Q series are the cheapest in this category with $319.99.
These are not the fastest or the cheapest drives on the market, but they are some of the most affordable per gigabyte and they offer quite good performance. In addition, consumers simply trust the Samsung brand and many of them are buying Samsung drives thanks to brand recognition, putting a lot of pressure on the smaller players. Just as it happened with the RAM memory market, profit margins on SSD drives went so low that you need to sell huge quantities to support your business model.
This is simply not a viable option for smaller players.
Samsung has its own chip production, has its own notebooks to put your drives in and it apparently is doing well in the market. Event close competitors are confirming that Samsung puts a lot of price pressure on everyone else. It sort of helps if you have your own NAND chip fabs.
Toshiba To Offer A 20-megapixel Image Chip
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Toshiba is gearing up for to offer a 20-megapixel image sensor for digital cameras that it says will be the highest resolution of its kind.
The Tokyo-based firm said the new chips will be able to support capturing 30 frames per second at full resolution. They will also be able to shoot video at 60 frames per second at 1080P or 100 frames at 720P.
Toshiba said it will begin shipping samples of the new CMOS chips in January, with mass production to begin in August of 300,000 units monthly. Toshiba is best known in components for its NAND flash memory, which it develops with partner SanDisk, but is also a major manufacturer of LSI and other semiconductors.
Digital point-and-shoot cameras are steadily falling in price, squeezed between brutal competition among manufacturers and the increasing threat of smartphones and mobile devices. While the number of pixels a camera can capture is not always a direct measure of the overall quality of its images, it is a key selling point to consumers.
The image resolution of top-end smartphones now often meets or exceed that of digital cameras. The Nokia 808 PureView launched earlier this year has a 41-megapixel image sensor.
The Japanese manufacturer said it has increased the amount of information pixels in the new chip can store compared to its previous generation of CMOS, producing better overall images. It has also reduces the size of pixels – the new 20-megapixel version has individual pixels that measure 1.2 micrometers, down from 1.34 micrometers in its 16-megapixel product.
Can DRAM Be Saved By Win8?
Microsoft’s roll-out of Windows 8 is not expected to generate a significant increase in DRAM shipments, according to market research firm IHS iSuppli.
Other operating system roll outs have pushed up the demand for DRAM, and some had hoped that it would save the battered industry. However while iSuppli thinks that Global DRAM bit shipments are expected to increase by eight percent in the fourth quarter compared to the third quarter, this is much lower than previous Windows roll outs.
In the good old days Windows rollouts have always generated double-digit increases in quarterly DRAM shipments. Part of the problem is that Windows 8 is pretty good software and has a leaner hardware requirement. But the biggest part is that Windows 8 is not likely to deliver a significant increase in PC shipments in the fourth quarter compared to the fourth quarter of 2011, IHS said.
Clifford Leimbach, analyst for memory demand forecasting at IHS said that starting with Windows 7 and continuing with Windows 8, Microsoft has taken a leaner approach with its operating systems, maintaining the same DRAM requirements as before.
Seagate Gobbles Up Lacie
Seagate has signed a deal to buy consumer storage vendor Lacie that values the firm at $186m.
Seagate, which recently completed the acquisition of Samsung’s hard disk unit and swiftly cut warranties on most of its drives to just one year, has now announced that it will buy hard drive packager Lacie. Seagate has signed an agreement with Philippe Spruch, Lacie’s chairman and CEO, to purchase his 63.5 percent stake in the company at $7.05 per share in cash, which values the firm at $186m.
According to Seagate the purchase should help the firm grow in Europe and Japan. The firm also announced that Spruch will be employed by Seagate and run its consumer products division.
Steve Luczo, Seagate chairman, CEO and president said, “Lacie has built an exceptional consumer brand by delivering exciting and innovative high end products for many years. This transaction would bring a highly complementary set of capabilities to Seagate, significantly expand our consumer product offerings, add a premium branded direct attached storage line, strengthen our network-attached storage business line and enhance our capabilities in software development.”
Lacie’s fancy portable hard drives are popular among those who like fancy cases wrapped around bog-standard consumer hard disks. Seagate’s purchase of Lacie should see the firm not only become the sole supplier of hard drives in Lacie products but make a renewed push in the consumer portable hard drive market following last year’s floods in Thailand that affected the three big hard drive manufacturers.
Seagate said the deal should be completed by the third quarter of 2012 pending regulatory approval in the US, France and Germany.
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Global Semiconductors On the Rise
Global semiconductor revenue is expected to rise at faster and force bigger chipmakers to acquire smaller rivals to increase their market share, according to bean counters at research outfit IDC.
In an industry report, IDC predicts that revenue may expand by between six percent and seven percent this year. Global semiconductor sales rose 3.7 percent to $301 billion in 2011, as orders for chips used in wireless devices offset declining revenue for computing-related chips, IDC said.
But it thinks all this will coase nergers and acquisitions among chipmakers will continue. Already Qualcomm bought Atheros and Texas Instruments took over National Semiconductor. But IDC thinks that industry consolidation may allow bigger chipmakers to offer products that are used in a wider range of applications.
SanDisk Hurt By Weak Demand, Supply Glut
April 10, 2012 by admin
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Flash-memory maker SanDisk Corp warned that tepid demand from mobile phone manufacturers and a glut in supply that has led to lower prices are putting a dent its revenue margins.
The maker of NAND chips — used as storage memory in smartphones and tablets — has recently seen demand taper with some of its key customers scaling back orders.
Smartphones and tablets have caused a boom in NAND production, but SanDisk’s customers have not all done equally well from the explosion in mobile gadgets.
“Anybody who is not a Samsung or an Apple is burning through some (mobile) handset inventory,” RBC Capital Markets analyst Doug Freedman said.
“Until we get the PC market, tablet market and handset market back buying, we’ll see an oversupply situation.”
SanDisk’s weak outlook mirrors warnings from rival flash-memory makers, who have also blamed weak prices and demand for their disappointing results.
Late last month, Micron Technology said it was facing persistently low prices for memory chips and posted a wider loss. Toshiba Corp, Japan’s biggest chip maker, also posted a drop in quarterly sales at its electronics devices business, which includes semiconductors, hit by lower prices for memory chips.
SanDisk in January expressed concerns about weaker demand weighing on sales in the first half of this year and forecast lower-than-expected revenue for the first quarter.
The Milpitas, California-based company, which is set to report results later this month, said its gross margins for the January-March quarter will come in below its prior expectations of 39-42 percent, hurt by lower prices for its chips.
NAND SSD Prices Slowly Falling
Prices for NAND SSDs have started to fall and the industry thinks that OEM contract rates are expected to cost less than a dollar per GB by beginning of April.
Thanks to HDD prices still more than double the rates prior to Thailand floods, the gap between mainstream SSD drives and traditional hard drives has narrowed. SSD is about five times as expensive as HDD but sales are now so high because more enthusiasts are buying SSD drives that the prices are expected to fall further.
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New MacBook Includes Faster NAND Chip
The soon to be released new version of Apple’s MacBook Air, will feature NAND flash memory with up to 400Mbps performance, about one and a half times faster than its current technology, according to a recent report.
Unlike many notebooks, the MacBook Air has no hard drive or optical drive and instead uses a slim flash board for its internal mass storage device.
Citing an “Asian electronics component company person,” the blog site Macotakara stated that Apple will use flash memory chips that includes the new Double Data Rate (DDR) 2.0 interface. While the rumors could not be confirmed, the upgrade would come as no surprise, since Apple’s next MacBook Air, which originally used Toshiba’s Blade X-gale NAND flash board, has moved to using Samsung’s flash memory. The MacBook Air’s current Samsung flash sports read rates of 261Mbps and write rates of up to 209Mbps and is based on DDR 1.0 technology.
DDR 2.0 provides a tenfold increase over the 40Mbps Single Data Rate (SDR) NAND flash in widespread use today.
In May, Samsung announced that it was producing DDR 2.0 multilevel cell flash chips. Samsung’s flash chips are made using its smallest circuitry, only 20 nanometers wide. The chips boast a performance improvement of three times over its previous technology.
DDR NAND flash comes in two forms: Toggle Mode from Samsung and Toshiba; and ONFI NAND, from the Open NAND Flash Interface (ONFI) working group. The ONFI protocol is used by flash manufacturers, including Intel, Micron, SanDisk, Hynix and Spansion. In March, the ONFI working group announced its 3.0 specification for the DDR 2.0 interface, which also has up to 400Mbps throughput but with only half the number of pins, for a significant reduction in size.
Seagate To Acquire Samsung’s HD Unit
April 20, 2011 by admin
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Seagate Technology is to acquire Samsung Electronics loss-plagued hard disk drive (HDD) business for $1.4 billion as it looks to battle rival Western Digital Corp and curb price wars that continue to damage the industry.
The deal comes a month after Western Digital sought to buy Hitachi Ltd’s hard disk drive division for $4.3 billion, to create a global leader with deep resources.
It is yet to be seen whether Western Digital trump Seagate as the world’s largest hard drive maker after the deals conclude. In 2010, Seagate’s sales was $11.4 billion while Western Digital posted revenue of $9.85 billion.
Toshiba Corp and Fujitsu are the other smaller players in the hard-drive space.
The sale of the HDD business will see Samsung leave the cut-rate industry and focus on its bread-and-butter memory-chip business.
The sector is already battling persistent sales-growth declines and now faces a longer-term threat from wireless tablet devices using more power-efficient flash drives, or solid-state drives (SSD).
DRAM Prices Going Up
iSuppli is reporting that global chip revenue should increase to $325.2 due to supply and demand. Two months ago iSuppli originally forecasted a 5.8 percent increase to $320.1 billion. Apparently, DRAM chips will be impacted the most with a price increase due to supply issues as a result of the recent earthquake in Japan. iSuppli had originally forecasted sales of DRAM chips to shrink by four percent this year instead of seeing a drop of 10.6 percent.