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How Many Price Hikes are Enough?

It has definitely been a wild ride over the past four quarters when it comes to SSD pricing…. And, unfortunately for system OEMs and hyperscale companies, this trend of increasing prices doesn’t look like there will be any relief until later this year, and likely in early 2018. For SSDs, we have seen an increase […]

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 major NAND vendors continuing to focus on trying to ramp 3D NAND […]

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 healthier PC market as well as continued attach rate growth over HDDs.  Client […]

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 volumes than what was previously forecasted. A couple variables, in addition […]

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, all interfaces expanded, reaching 4.068 million units for the quarter, an increase of 10% Q-Q. […]

Unstoppable SSD Growth

As many storage companies have recently released their CQ1 ‘16 results, it is very clear – SSDs are winning the race! Even as we witnessed a drastic decline in the client PC market in Q1 (almost -15% Q-Q), client SSDs are anticipated to show yet another increase in unit shipments (sorry HDDs). Even with the […]

SAS SSDs Continue to Thrive

TRENDFOCUS just recently published its CQ4 ’15 report, which included details for all SSD types and interfaces shipped in the final quarter of 2015. One thing that continues to be clear is the staying power of SAS SSDs. SAS SSDs have continued to show growth virtually every quarter throughout 2014 and 2015. There are multiple […]

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