Remember Me
Forgot Your Password?

Just Like Old Times Again

CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results, too. Although these markets are seasonally more robust in the second […]

HDD TAM/Build Disconnect

With fewer than 10 days left in the year, the disconnect between HDD TAM and production continues. As stated earlier this month in one of TRENDFOCUS’ Executive Briefs, the CQ4 build plan is tracking measurably higher than the expected HDD TAM. This would be less of an issue exiting CQ2 or CQ3, since the subsequent […]

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 […]

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, that a replacement product line up was introduced at higher […]

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 […]

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 PC hardware and the cash for associated headsets and controllers. Despite the ability to assemble […]

Facebook Posts

TRENDFOCUS Tweets

    Sorry, no Tweets were found.

TRENDFOCUS News