Price Trends & Forecasts

How Cheap is Flash?

Fry's Advertisement: 32GB Patriot USB for $17The Memory Guy was a little surprised to see the advertisement in this post’s graphic.  It was from an April 8 newspaper ad for Fry’s Electronics.

It’s a little early to see NAND selling for this little: The original price of $21.99 for a 32GB USB flash drive comes to $0.69/GB, and the price after the rebate of $16.99 means that the price per gigabyte of the flash is only $0.53!

At the time the lowest spot market pricing for MLC flash on the InSpectrum spot price website was $0.53, and $0.47 for TLC.  According to DRAMeXchange MLC is selling for as little as $0.48.

That’s not a lot of margin for Patriot or Fry’s when you add in the cost of t Continue reading

Harari Delivers Inspiring Keynote at ISSCC

Eli Harari Delivers ISSCC KeynoteThe annual International Solid State Circuits Conference (ISSCC) is a gathering in which the brightest minds in semiconductors come to meet and share the results of their recent research and development efforts.  This year the four keynotes at the opening plenary centered on a “Green” outlook, through Storage, Control, Computing, and Energy.

Naturally, as “The Memory Guy,” I focused all of my attention upon the storage keynote, given by SanDisk’s recently-retired CEO Eli Harari.  Some of the more interesting points I came away with were: Continue reading

DRAM Consolidation in 2012?

History of DRAM Market Share by Company2012 is likely to be a year in which the DRAM market consolidates a little bit more.

Consider this:

  • At its peak in the late 1980s the DRAM market sported 23 suppliers.
  • Today there are 6 suppliers of any note: Samsung, Hynix, Micron, Elpida, Nanya, and Powerchip
  • The already-depressed market is only going to worsen in 2012.  Capital spending in 2010 is seeing to that.  Although many believe that prices cannot get any lower, that is exactly what they will do in 2012. Continue reading

Contact

Jim Handy Objective Analysis Memory Market Research +1 (408) 356-2549 Jim.Handy (at) Objective-Analysis.com

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