Key Components of Mobile Device -A whole new Era for emmc- Memory and Storage Division Sean Yang June 5 th, 2014
|
|
- Dortha Shepherd
- 6 years ago
- Views:
Transcription
1 Key Components of Mobile Device -A whole new Era for emmc- Memory and Storage Division Sean Yang June 5 th, 214
2 NAND Demand Outlook: Majority from Mobile Device NAND demand momentum continued with strong mobile and enterprise applications. Smartphone and tablet consumption has been dominated over past 4 years. Unit: 2GB M equiv. Demand Bit Volume Demand by Application 3, 1% 25, 8% 2, 15, 1, 5, 6% 4% 2% Tablet Handset E % E June, 214 Page 2
3 emmc Market Overview-1 emmc market grows along with solid mobile devices. Unit: 2GB M equiv. 3, emmc Consumption(%) Unit: Million 2,5 WW Handset 2, 25, 1,5 Smartphone 1,2 2, 1, , -Total NAND Demand --emmc Demand , 5, 25% 23% 16% 1% Unit: Million Tablet_non ipad E E WW Tablet June, 214 Page 3
4 emmc Market Overview-2 Smartphone and tablet are dominating emmc market. Raising middle/low-end models drives up 8GB portion. Consumption by Application emmc Shipment by Density 1% 1% 8% 8% 6% 6% 64GB 32GB 4% 4% 16GB 8GB 2% 2% 4GB 2GB % % Smartphone E-Reader Media Tablet Other Applications June, 214 Page 4
5 emmc & emcp Pricing Trend High density emmc/emcp price drops more than low density ones. emcp margin is higher than emmc due to solid mdram pricing. $25 emmc Price Forecast $25 emcp Price Forecast $2 $2 $15 $15 $1 $1 $5 $5 $- 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14E 3Q14F 4Q14F $- 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14E 3Q14F 4Q14F 32GB emmc 8GB emmc 16GB emmc 4GB emmc emcp(4+4) emcp(4+8) emcp(16+8) June, 214 Page 5
6 Roadmap for 214 and 215New-Generation emmc emmc(5.v) will replace emmc(4.5v) from 2Q14 for 214 new AP platform. 1ynm-class emmc is the mainstream product for 2H14 and early 1H Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 19nm emmc/emcp(5.v) Source: Company data, complied by DRAMeXchange,June214 16nm emmc/emcp(5.v) 1ynm emmc/emcp(4.5v) 1ynm emmc/emcp(5.v) 1znm emmc/emcp(5.v) 16nm emmc(5.v) 19nm emmc/emcp(4.5v) A-19nm emmc/emcp(5.v) 1znm emmc/emcp(5.v) 2nm emmc/emcp(4.5v) 2nm emmc/emcp(5.v) 16nm emmc/emcp(5.v) June, 214 Page 6
7 Roadmap for TLC-base emmc Schedule Samsung has strongly promoted TLC-Basis emmc from 213. Other NAND makers TLC-Basis emmc will be unveiled from 3Q14, aimed for low price devices. Source: Company data, complied by DRAMeXchange,June Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 3-Bits-Cell emmc/emcp 3-Bits Client SSD 3-Bits Cell Enterprise SSD 3-Bits-Cell emmc/emcp 3-Bits-Cell Clint SSD 3-Bits Cell emmc/emcp 3-Bits Cell Client SSD 3-Bits-Cell emmc/emcp 3-Bits-Cell Clint SSD 3-Bits Cell emmc/emcp 3-Bits -Cell Client SSD June, 214 Page 7
8 Storage Design in Mobile Device: emmc or emcp SLC-MCP Mobile DRAM SLC-NAND Application Processor Baseband Feature Phone emcp Mobile DRAM emmc Application Processor Baseband Middle/Low Smartphone emmc w POP emmc Mobile DRAM Application Processor Baseband Premium Smartphone June, 214 Page 8
9 emmc in Mobile Device: A Common Standard emmc is the standard storage design among major AP platforms. LPDDR3+eMMC5. is replacing LPDDR2+eMMC4.5 in 214 cross different AP segments. High-End MSM8994 LPDDR4+eMMC5. MSM8974 LPDDR3+eMMC4.5 MT6595 LPDDR3+eMMC5. MT6592 LPDDR3+eMMC4.5 Exynos 5433 LPDDR3+eMMC5. Exynos 5422 LPDDR3+eMMC5. RK3288 LPDDR3+eMMC5. RK3188 LPDDR2+eMMC4.5 Cherry Trail-Type4 LPDDR3+eMMC5. Moorefield Z35XX LPDDR3+eMMC5. Middle-End MSM8936, MSM8939 LPDDR3+eMMC5. MSM8926, MSM8928 LPDDR3+eMMC4.5 MT6591, MT6732 LPDDR3+eMMC5. MT6588, MT6582 LPDDR3+eMMC4.5 Exynos 526 LPDDR3+eMMC5. RK328A DDR3+eMMC4.5 RK326 DDR3+eMMC4.5 Cherry Trail-Type3 LPDDR3+eMMC4.5 Bay Trail-Z37XX LPDDR3+eMMC4.5 Low-End MSM8916(QRD) LPDDR3+eMMC5. MT6571 LPDDR2+eMMC4.5 RK2928 DDR3+eMMC4.5 Cherry Trail-Type3 DDR3+eMMC4.5 MSM 8X12(QRD) LPDDR2+eMMC4.5 MT6572 LPDDR2+eMMC4.5 RK2926 DDR3+eMMC4.5 Bay Trail-CRZ37XX LPDDR3+eMMC4.5 Source: Company data, complied by DRAMeXchange,June214 June, 214 Page 9
10 emmc in Mobile Device: A Common Standard emmc is widely applied for better performance and advanced O.S. emmc % in Smartphone emmc % in Tablet Unit: Million Unit: Million % 43% 51% 64% 7% 63% 65% 71% 74% 76% 8% 81% 8 24% 46% 48% 46% 53% 59% 52% 58% 58% 59% 6% 6 2% Q12 3Q12 1Q13 3Q13 1Q14 3Q14F 1Q12 3Q12 1Q13 3Q13 1Q14 3Q14F June, 214 Page 1
11 Smartphone: Weak 1Q14 and Low-End Drives 2Q14 1Q14 smartphone drops 6%qoq for seasonality. 2Q14 pick-up from low-end models. Middle/Low-end models are carrying the catalyst in 214. (6% in 213-8% in 214) Unit: Million Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14E 3Q14F 4Q14F High-end Smartphone Middle-end Smartphone Low-end Smartphone June, 214 Page 11
12 emmc is Penetrating from Top to Bottom Slowing emmc content growth is attributed by middle-low end devices. Traditional MCP is replaced by emmc or emcp for new Android O.S and apps. Unit: Million Avg. emmc Content (GB) Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14E 3Q14F 4Q14F Smartphone in emmc Smartphone in MCP Smartphone in Discrete NAND June, 214 Page 12
13 Tablet: Market Continues to Raise with Limited Content Growth. 1H14 tablet demand is muted, only 2%HoH compared with 1H13. Overall demand picks up from 3Q14 for new models unveiled. Tablet emmc content declined in 214 due to ultra-low price tablet raise. Raw NAND is still popular among Chinese white-box for cost concern. Unit: Million Avg. emmc Content (GB) 25 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14E 3Q14F 4Q14F Tablet in emmc Tablet in Discrete NAND-White Box Tablet in Discrete NAND June, 214 Page 13
14 WW emmc+emcp Market Share in Samsung SanDisk SK Hynix Toshiba Micron Kingston Others Vendor Samsung(19nm) SanDisk(19nm) SK Hynix(2nm) Toshiba(19nm) Micron(2nm) Kingston(19nm) Others Controller House In-House In-House SMI In-House Phison Phison SMI, Skymedi, Phison, etc 77mn emmc units Samsung is leading with strong position in emmc and emcp, leveraged Samsung smartphone. SanDisk has most diversified customer portfolios than any other emmc vendors. 3 rd -party controller houses will find it difficult to compete with in-house solution. June, 214 Page 14
15 WW emmc+emcp Market Share in Samsung SanDisk SK Hynix Toshiba Micron Kingston Others Vendor Samsung(19nm) SanDisk(1ynm) SK Hynix(16nm) Toshiba(A19nm) Micron(16nm) Kingston(A19nm) Others Controller House In-House In-House In-House, SMI In-House In-House Phison SMI, Skymedi, Phison, etc 1,1mn emmc units emmc Market share pattern remains stable. In-House Solutions are dominating. TWN vendors are narrowing to supplementary role. June, 214 Page 15
16 emmc is Expanding to More Applications emmc gradually penetrates into consumer and emerging devices with affordable price by migration. Unit: 1GB M equiv. 5, 4, $1.6 $.99 $.81 $.74 $.66 $.66 Chromebook and low-price laptop Chromebook is up to 6mn from 2.5mn in 213. Strong demand accelerated by Google. 9% of Chromebook will adopt 16GB/32GB emmc. 2. Low-Price laptop with touch function is supported by Microsoft and Intel. emmc is designed for Bay Trail-T platform. 3, 2, $.69 emmc Price per GB $.6 $.53 $.48 $.51 $.46 Smart TV 1. Smart TV required emmc (2GB-8GB) for preloaded apps and contents. HQ content (i.e. 4K2K can enhance density) will help to boost content per box). 2. itv may trigger high density content for next generation smart TV. Wearable Device 1, 1. emmc is recommended for middle to premium segment for data and O.S. storage. 2. With limited space at PCB board, emcp is a must and Packaged-On-Packaged with AP. 1Q12 3Q12 1Q13 3Q13 1Q14 3Q14F June, 214 Page 16
17 Key Takeaways Market emmc market continues to grow along with solid upward momentum from smartphone and tablet. Most vendors will come up with TLC-Basis emmc/emcp from 2H14 to cope with solid demand from middle/low end mobile devices. emmc content-per-box growth could be challenging given raising middle/low end smartphone and ultra-low-price tablets. Been widely adopted in smartphone and tablet, emmc begins penetrating into emerging applications such as notebook, smart TV and wearable device from 214. June, 214 Page 17
18 Thanks June, 214 Page 18
2012 NAND Flash Outlook
2012 NAND Flash Outlook -IN NAND WE TRUST- Sean Yang June 7 th, 2012 Agenda Overview for 2012 NAND Flash Market NAND Flash Supply Side Status NAND Flash Demand Side Status Smartphone, Tablet and Ultrabook
More informationNAND Flash Market Trend and Beyond-
NAND Flash Market Trend -2016 and Beyond- Sean Yang NAND Flash Team Memory & Storage Division, TrendForce May, 2016 Page 1 NAND Flash Market: 2016 is a Challenging Year 2016 NAND market momentum is softened
More informationDRAM Market Outlook: Worldwide Change in DRAM Underway as Capacitor Scaling Reaches Limit (Based on May MI Update / 2Q14 Diamond)
2014-15 DRAM Market Outlook: Worldwide Change in DRAM Underway as Capacitor Scaling Reaches Limit (Based on May MI Update / 2Q14 Diamond) DRAMeXchange Memory & Storage Division Jun. 5th, 2014 Agenda Supply
More informationSamsung Electronics Announces Fourth Quarter & FY 2015 Results
Samsung Electronics Announces Fourth Quarter & FY 2015 Results SEOUL, Korea January 28, 2016 Samsung Electronics announced financial results for the fourth quarter ended December 31, 2015. Samsung posted
More informationSamsung Electronics. 10 th KRX Global Investors Conference -1 -
Samsung Electronics 10 th KRX Global Investors Conference June 2007-1 - Corporate Overview -2 - Business Portfolio TV N-PC DVD/STB Printer Memory System LSI Storage Home Theater Monitor Digital Media 27%
More informationNAND Flash market towards a healthy development, off-season. Shenzhen market price index trend from January to May, 2013
NAND Flash market towards a healthy development, off-season might become a peak season www.chinaflashmarket.com May 27, 2013 NAND Flash market trend and market situation NAND Flash market lead to a high
More informationCompany Overview May Silicon Motion Technology Corp. All rights reserved.
Company Overview May 2017 2015 Silicon Motion Technology Corp. All rights reserved. Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of Section 27A of the
More informationNanya Technology. WATERLAND Investment Forum Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman
Nanya Technology WATERLAND Investment Forum 2017 Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation made
More informationSamsung Electronics Announces Third Quarter 2017 Results
Samsung Electronics Announces Third Quarter 2017 Results Registers net profit of KRW 11.19 trillion on sales of KRW 62.05 trillion 3Q consolidated operating profit reaches KRW 14.53 trillion SEOUL, Korea
More informationSamsung Electronics Announces First Quarter Results
Samsung Electronics Announces First Quarter Results Registers net profit of KRW 7.68 trillion on sales of KRW 50.55 trillion 1Q consolidated operating profit reaches KRW 9.90 trillion SEOUL, Korea April
More informationBusiness of NAND: Trends, Forecasts & Challenges
Business of NAND: Trends, Forecasts & Challenges Rahul Advani, Microsemi & Mark Webb, MKW Ventures Key Messages Ramp of 3D NAND will be slower than most people think And uneven by vendor NAND roadmaps
More informationGlobal 3D NAND Flash Memory Market Research Report 2021
Published on Market Research Reports Inc. (https://www.marketresearchreports.com) Home > Global 3D NAND Flash Memory Market Research Report 2021 Global 3D NAND Flash Memory Market Research Report 2021
More informationSamsung Electronics Announces Fourth Quarter & FY 2017 Results
Samsung Electronics Announces Fourth Quarter & FY 2017 Results Registers 4Q net profit of KRW 12.26 trillion on sales of KRW 65.98 trillion 4Q consolidated operating profit reaches KRW 15.15 trillion SEOUL,
More informationSmart Connected Devices Driving Multidevice Adoption: A look into global trends. Ryan Reith April 2013
Smart Connected Devices Driving Multidevice Adoption: A look into global trends Ryan Reith April 2013 Agenda Smartphones - Continued strong growth Market Overview Outlook: what s next? Tablets The market
More informationExpanding Opportunities in Clamshell Devices. Laurence Bryant VP Strategic Marketing
Expanding Opportunities in Clamshell Devices Laurence Bryant VP Strategic Marketing 1 PC Mobile Ecosystem Scaling The Richness Of Small Screen Experiences The smartphone and tablet ecosystem is shaping
More informationNanya Technology. CREDIT SUISSE 18th Annual Asian Technology Conference
Nanya Technology CREDIT SUISSE 18th Annual Asian Technology Conference Presentation to Investors & Analysts, September 6 th -7 th, 2017 Dr. Pei Ing Lee, President & Spokesman Mr. Joseph Wu, AVP & Deputy
More informationApacer Technology Inc Investor Conference
Apacer Technology Inc. 2017 Investor Conference Stock Code:8271 August, 10th, 2017 Disclaimer The predictive information mentioned in the present briefing and as promulgated simultaneously is set up on
More informationCan Embedded Applications Utilize the Latest Flash Storage Technologies?
Can Embedded Applications Utilize the Latest Flash Storage Technologies? Grady Lambert Sr. Director, Embedded Engineering Swissbit Santa Clara, CA 1 Agenda Storage Tech Headlines! Embedded Applications
More informationMarkets & Applications for CMOS Image Sensors
2013-2018 Markets & Applications for CMOS Image Sensors 2013 Family Products Security / Industry / Defense / Space Medical Automotive / transport Computing Consumer Mobile Handset Barcode Readers, Machine
More informationChanging the World: The Flash Memory Revolution. Eli Harari Chairman & CEO SanDisk Corporation
Changing the World: The Flash Memory Revolution Eli Harari Chairman & CEO SanDisk Corporation Forward Looking Statement During our meeting today we will be making forward-looking statements. Any statement
More informationFlash Technology: Annual Update
Flash Technology: Annual Update Jim Handy OBJECTIVE ANALYSIS OBJECTIVE ANALYSIS Profound Analysts Reports & Services Custom Consulting Objective Analysis Semiconductor Forecast Accuracy Year Forecast Actual
More informationMarket Intelligence & Consulting Institute
Market Intelligence & Consulting Institute http://www.marketresearch.com/market Intelligencev3289/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday
More informationMobile Memory Forum 2011
SSD for Mobile Jonathan Hubert Director, Strategic Marketing Micron Technology Mobile Memory Forum 2011 The Third Wave of Compute Platforms Billions of users Broadband Mobile Mobile Compute Platforms Cloud-Based
More informationNAND Flash Memory. Jin-Soo Kim Computer Systems Laboratory Sungkyunkwan University
NAND Flash Memory Jin-Soo Kim (jinsookim@skku.edu) Computer Systems Laboratory Sungkyunkwan University http://csl.skku.edu Flash Memory Memory Types EPROM FLASH High-density Low-cost High-speed Low-power
More informationFlash Product Roadmap Q4 Product Management Div. 10/30/2018
Flash Product Roadmap 2018 Q4 Product Management Div. 10/30/2018 2D/3D NAND Flash Market 1. 3D TLC Quality is still a issue in 2018Q4 2. 3D TLC for industrial market is projected to MP in 2018 3. 2D MLC
More informationGlobal Headquarters: 5 Speen Street Framingham, MA USA P F
WHITE PAPER SSDs: The Other Primary Storage Alternative Sponsored by: Samsung Jeff Janukowicz January 2008 Dave Reinsel IN THIS WHITE PAPER Global Headquarters: 5 Speen Street Framingham, MA 01701 USA
More informationHDD Market Update: Steadier, Simpler Times, or More of the Same? September 2007
HDD Market Update: Steadier, Simpler Times, or More of the Same? September 2007 Topics HDD Industry Update 2007 forecast adjustments Component market updates What is driving storage demand? SSD/flash:
More informationDIGITIMES Research: ICT Report 4Q Taiwan handsets. Introduction 2 Chart 1: Taiwan handset shipments, 4Q06-1Q08 (k units) 2
DIGITIMES Research: ICT Report 4Q 2007 Taiwan handsets Introduction 2 Chart 1: Taiwan handset shipments, -1Q08 (k units) 2 Shipment breakdown 3 Transmission technology: GSM, CDMA, and WCDMA 3 Chart 2:
More informationChina smartphone AP shipments DIGITIMES Research Data service forecast, 1Q14
China smartphone AP shipments DIGITIMES Research Data service forecast, 1Q14 Research Analyst: Eric Lin January 2014 Introduction Global smartphone AP suppliers will see their shipments to China grow only
More informationGlobal 3D NAND Flash Memory Market Research Report 2016
Published on Market Research Reports Inc. (https://www.marketresearchreports.com) Home > Global 3D NAND Flash Memory Market Research Report 2016 Global 3D NAND Flash Memory Market Research Report 2016
More informationSolid State Drives (SSD) Markets and Applications Quarterly Series: 1Q 2011
Solid State Drives (SSD) Markets and Applications Quarterly Series: 1Q 2011 2010 2016 Report Number MS300SSD1-2011 Executive Summary This report is a series of four quarterly SSD reports focused on markets
More informationIntegrated mobile processors to challenge standalone application processors, says Petrov Group (part 2)
Integrated mobile to challenge standalone application, says Petrov Group (part 2) Contributed by the Petrov Group -- Wednesday 16 March 2011] http://www.digitimes.com/print/a20110315vl203.html Recently
More informationApplications for Low Density SLC NAND Flash Memory. Report No. FI-NFL-SLC-0912
Applications for Low Density SLC NAND Flash Memory Report No. FI-NFL-SLC-0912 2012 Forward Insights. All Rights Reserved. Reproduction and distribution of this publication in any form in whole or in part
More informationINDUSTRY OVERVIEW SOURCE OF INFORMATION. isuppli Corporation
This section contains certain information which has been derived from official, market and other third party sources. Our Directors believe the sources of such information are appropriate sources for the
More informationMemory Industry Report T A B L E O F C O N T E N T S
Memory Industry Report T A B L E O F C O N T E N T S Executive Summary 1 MEMORY INDUSTRY DYNAMICS & MARKET DRIVERS...3 Memory Market a significant portion of Semi business...3 Memory Market Forecast...3
More informationNanya Technology DRAM Environment & Company Update
Nanya Technology DRAM Environment & Company Update Presentation to Investors and Analysts 21 June 2016 Joseph Wu, AVP & Deputy Spokesman June 21, 2016 2016 Nanya Technology Corp. Safe Harbor The information
More informationMemory Industry Dynamics & Market Drivers Memory Market Segments Memory Products Dynamics Memory Status 2007 Key Challenges for 2008 Future Trends
TOC Memory Industry Dynamics & Market Drivers Memory Market a significant portion of Semi business Memory Market Forecast Industry Dynamics & Impact on Memory Market Key drivers for Memory growth Memory
More informationPseudo SLC. Comparison of SLC, MLC and p-slc structures. pslc
1 Pseudo SLC In the MLC structures, it contains strong pages and weak pages for 2-bit per cell. Pseudo SLC (pslc) is to store only 1bit per cell data on the strong pages of MLC. With this algorithm, it
More informationThe Many Flavors of NAND and More to Come
The Many Flavors of NAND and More to Come Brian Shirley VP Micron Memory Product Group 1 NAND Market Growth Drivers Top 10 Applications by Units Shipped 4000 # of Units per Application 3500 Millions of
More informationUFS 3.0 Controller Design Considerations
UFS 3.0 Controller Design Considerations JEDEC Mobile & IOT Forum Copyright 2018 Phison Electronics Corp. Keith Tsai Mobile Storage Evolution emmc Latest widely adopted standard before UFS 2.x Limited
More informationState of US Mobile Payments (NFC)
State of US Mobile Payments (NFC) (NFC State of the Industry Panel) Chandra Srivastava Business Leader, Visa SCA Mobile & NFC Council 2013 Payments Summit February 6, 2013 Draft - For Discussion Only 1
More informationNAND Flash Memory. Jinkyu Jeong Computer Systems Laboratory Sungkyunkwan University
NAND Flash Memory Jinkyu Jeong (Jinkyu@skku.edu) Computer Systems Laboratory Sungkyunkwan University http://csl.skku.edu ICE3028: Embedded Systems Design, Fall 2018, Jinkyu Jeong (jinkyu@skku.edu) Flash
More informationGlobal and China Memory Industry Report, Aug. 2013
Global and China Memory Industry Report, 2013 Aug. 2013 STUDY GOAL AND OBJECTIVES This report provides the industry executives with strategically significant competitor information, analysis, insight and
More informationChina Touch Panel Tracker, 1Q14
China Touch Panel Tracker, 1Q14 DIGITIMES Research China touch panel industry Research Analyst: Jason Yang Introduction From the fourth quarter of 2013 to the first quarter of 2014, China touch panel makers
More informationQ3 11 Earnings Release. October 27, 2011
Q3 11 Earnings Release October 27, 2011 Results are preliminary and unaudited. Therefore, the figures in this material are subject to change during the independent auditing process. Please note that statements
More informationNanya Technology. Cathay Securities 1Q2017 Investor Summit. Presentation to Investors & Analysts, March 16 th, 2017 Joseph Wu, AVP & Deputy Spokesman
Nanya Technology Cathay Securities 1Q2017 Investor Summit Presentation to Investors & Analysts, March 16 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation
More information3D Graphics in Future Mobile Devices. Steve Steele, ARM
3D Graphics in Future Mobile Devices Steve Steele, ARM Market Trends Mobile Computing Market Growth Volume in millions Mobile Computing Market Trends 1600 Smart Mobile Device Shipments (Smartphones and
More information2016 Analyst Conference
2016 Analyst Conference Positioned for Success Friday, February 12, 2016 2016 Micron Technology, Inc. All rights reserved. Information, products, and/or specifications are subject to change without notice.
More informationWhen Less Is More: Bigger & Faster Memory in Shrinking Packages for the Mobile Market
When Less Is More: Bigger & Faster Memory in Shrinking Packages for the Mobile Market Kathy Choe Thomas, Flash Product Mktg Samsung Semiconductor, Inc. Living in the Connected World Like it or Not, We
More informationWindows tablets. Market forecast. Key trends Pricing guide. 12 export-ready suppliers. 12 trendy products
Windows tablets Market forecast Key trends Pricing guide 12 export-ready suppliers 12 trendy products www.globalsources.com/mobileelectronics Buyer s Guide to sourcing Windows tablets An exclusive and
More informationBUYING PERSONAL COMPUTERS AND SMART DEVICES SOUTHEAST COASTAL GEORGIA COMPUTER CLUB - CHARLES MURPHY
BUYING PERSONAL COMPUTERS AND SMART DEVICES SOUTHEAST COASTAL GEORGIA COMPUTER CLUB - CHARLES MURPHY Getting Started Types Features Brands Shopping Tips Consider Tech Support Overview Explosion of personal
More informationSanDisk Enterprise Storage Solutions
SanDisk Enterprise Storage Solutions Mike Chenery Senior Fellow Deutsche Bank Technology Conference Las Vegas, Nevada September 14, 2011 Forward-looking Statement During our meeting today we will be making
More informationFlash Memory Overview: Technology & Market Trends. Allen Yu Phison Electronics Corp.
Flash Memory Overview: Technology & Market Trends Allen Yu Phison Electronics Corp. 25,000 20,000 15,000 The NAND Market 40% CAGR 10,000 5,000 ($Million) - 2001 2002 2003 2004 2005 2006 2007 2008 2009
More informationTrends in Embedded Mobile Phone Flash Storage Technology in China
Trends in Embedded Mobile Phone Flash Storage Technology in China Key Findings Growth in mobile phone shipments in China may have slowed down, but the annual sales revenue has maintained a high growth
More information"Mobile & Wireless - The U.S. - Asia Connection"
"Mobile & Wireless - The U.S. - Asia Connection" J. Gerry Purdy, Ph.D. VP & Principal Analyst, Mobile & Wireless MobileTrax LLC Thursday, Oct. 6, 2011, 4:15 5:30 pm Skilling Auditorium, Stanford University
More informationNanya Technology. KGI Greater China Corporate Day 2017Q4. Presentation to Investors & Analysts, December 14 th, 2017 Joseph Wu, AVP & Deputy Spokesman
Nanya Technology KGI Greater China Corporate Day 2017Q4 Presentation to Investors & Analysts, December 14 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation
More informationSSD Update Samsung Memory. August 2016 Samsung Memory NAND Marketing
SSD Update Samsung Memory August 2016 Samsung Memory NAND Marketing Contents 1. Market Overview 2. SSD Product Roadmap 3. New SSD Features 2 Contents 1. Market Overview 2. SSD Product Roadmap 3. New SSD
More information18 August Hong Kong. SSIL 2015 Interim Results Announcement 18 Aug 2015 P. 1
18 August 2015 18 Hong August Kong 2014 Hong Kong P. 1 Disclaimer This presentation does not constitute an offer or solicitation to anyone in any jurisdiction in which such offer or solicitation is not
More informationAXT Presentation. Morris S. Young Chief Executive Officer. Raymond Low Chief Financial Officer
AXT Presentation Morris S. Young Chief Executive Officer Raymond Low Chief Financial Officer May 2013 Safe Harbor Statement This presentation contains forward-looking information about the Company s business
More informationUBS Global Technology and Services Conference New York City. Craig DeYoung VP, Investor Relations & Corporate Communications
UBS Global Technology and Services Conference New York City Craig DeYoung VP, Investor Relations & Corporate Communications June 9, 2009 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private
More informationChina Smartphone Tracker, 1Q14
China Smartphone Tracker, 1Q14 DIGITIMES Research China smartphone and industry Research Analyst: Anthony Chen Introduction China first-tier smartphone players Lenovo, Huawei, CoolPad and ZTE started releasing
More informationOptimizes Embedded Flash-based Storage for Automotive Use
WHITE PAPER Optimizes Embedded Flash-based Storage for Automotive Use The In-Vehicle Infotainment (IVI) systems in new car designs today have a huge appetite for data storage capacity and this appetite
More informationSanDisk Overview. Mike Chenery Senior Fellow. 5th Annual Needham HDD & Memory Conference Boston, MA. November 3, 2011
SanDisk Overview Mike Chenery Senior Fellow 5th Annual Needham HDD & Memory Conference Boston, MA November 3, 2011 Forward-looking Statement During our meeting today we will be making forward-looking statements.
More informationNAND Flash and The Future of Enterprise Storage
NAND Flash and The Future of Enterprise Storage Enabling Products or Enabling Profits? He who foretells the future lies, even if he tells the truth. Arab Proverb Mobile Infinitely self-similar, never the
More informationFuture Matters US Disclosure
Disclaimer This presentation has been prepared by Samsung Electronics Co., Ltd. (the "Company"). It does not purport to contain all the information that a prospective investor may require in connection
More informationArchitecture Exploration of High-Performance PCs with a Solid-State Disk
Architecture Exploration of High-Performance PCs with a Solid-State Disk D. Kim, K. Bang, E.-Y. Chung School of EE, Yonsei University S. Yoon School of EE, Korea University April 21, 2010 1/53 Outline
More informationWhere are we now? IPv6 deployment update. IPv6 Workshop Chengdu & Beijing October 2016
Where are we now? IPv6 deployment update IPv6 Workshop Chengdu & Beijing October 2016 Agenda Update on IPv6 in the world and APNIC region Review of IPv6 deployment statistics IPv6 performance Industry
More informationSignal Processing IP for a Smarter, Connected World. May 2017
Signal Processing IP for a Smarter, Connected World May 2017 Forward Looking Statements This presentation contains forward-looking statements that involve risks and uncertainties, as well as assumptions
More informationMobile Phones, Poor Economy to Dampen PDA Market to 2007
Forecast Analysis Mobile Phones, Poor Economy to Dampen PDA Market to 2007 Abstract: A stagnant economy and growing competition from mobile phones have reduced our expectations for PDA market growth. Worldwide
More informationCredit Suisse European Technology Conference
Credit Suisse European Technology Conference Franki D Hoore Director European Investor Relations May 12, 2010 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform
More informationSamsung emcp. WLI DDP Package. Samsung Multi-Chip Packages can help reduce the time to market for handheld devices BROCHURE
Samsung emcp Samsung Multi-Chip Packages can help reduce the time to market for handheld devices WLI DDP Package Deliver innovative portable devices more quickly. Offer higher performance for a rapidly
More informationWhy Next-Generation NAND Flash Requires a Dedicated Test Solution
1 Why Next-Generation NAND Flash Requires a Dedicated Test Solution By Ken Hanh Lai, Advantest America, Inc., Product Marketing Manager Introduction During the next four years, the NAND Flash market will
More informationCloudbooks: Market Analysis and Forecasts
Cloudbooks: Market Analysis and Forecasts SECTOR REPORT Cloudbooks: Market Analysis and Forecasts September 2011 Caroline Gabriel Lead Analyst Matt Lewis Research Director ARCchart 78 York Street London
More informationINDUSTRY OVERVIEW SOURCE OF INFORMATION. Frost & Sullivan
This section contains information and statistics related to the mobile handsets industry in certain overseas market in general. We commissioned, an independent market research firm, as an industry consultant
More informationBRIDGING THE GLOBE WITH INNOVATIVE TECHNOLOGY
BRIDGING THE GLOBE WITH INNOVATIVE TECHNOLOGY Semiconductor Link Processing & Ultra-Thin Semi Wafer Dicing Louis Vintro VP & General Manager, Semiconductor Products Division Semiconductor Link Processing
More informationArchive 2017 BiTS Workshop- Image: Easyturn/iStock
Archive September 6-7, 2017 InterContinental Shanghai Pudong Hotel - Shanghai, China Archive 2017 BiTS Workshop- Image: Easyturn/iStock September 6-7, 2017 Archive COPYRIGHT NOTICE This multimedia file
More informationFlash Market Current & Future
Flash Market Current & Future Jim Handy OBJECTIVE ANALYSIS OBJECTIVE ANALYSIS Profound Analysts Reports & Services Custom Consulting Objective Analysis Semiconductor Forecast Accuracy Year Forecast Actual
More informationKaufman Brothers 13 th Annual Investor Conference
Kaufman Brothers 13 th Annual Investor Conference Craig DeYoung, VP Investor Relations New York, New York September 14, 21 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities
More informationJANUARY 28, 2014, SAN JOSE, CA. ABR Investment Strategy, LLC, TRENDFOCUS. PCIe SSD Opportunities in Client and Enterprise
JANUARY 28, 2014, SAN JOSE, CA PRESENTATION Matt Bryson, TITLE John GOES Chen HERE ABR Investment Strategy, LLC, TRENDFOCUS PCIe SSD Opportunities in Client and Enterprise Agenda NAND supply dynamics PC/tablet
More informationSigns of Intelligent Life: AI Simplifies IoT
Signs of Intelligent Life: AI Simplifies IoT JEDEC Mobile & IOT Forum Stephen Lum Samsung Semiconductor, Inc. Copyright 2018 APPLICATIONS DRIVE CHANGES IN ARCHITECTURES x86 Processors Apps Processors FPGA
More informationForward-Looking and Cautionary Statements
Peter F. Volanakis President and Chief Operating Officer February 8, 28 Forward-Looking and Cautionary Statements Certain statements in this presentation constitute forwardlooking statements within the
More informationVISUAL NAND RECONSTRUCTOR
VISUAL NAND RECONSTRUCTOR Product specification VISUAL NAND RECONSTRUCTOR NAND READER NAND ADAPTERS SOFTWARE VISUAL NAND RECONSTRUCTOR is a tool for chip-off data recovery and digital forensic expertise
More informationSATA in Mobile Computing
SATA in Mobile Computing Miki Sapir SanDisk 1 2 Forward Looking Statement During our meeting today we will be making forward-looking statements. Any statement that refers to expectations, projections or
More informationIDEMA Keynote Address February 17, Sanjay Mehrotra COO, Executive VP
IDEMA Keynote Address February 17, 2005 Sanjay Mehrotra COO, Executive VP The Future of Flash MemoryIs Everywhere Product Line Breadth & Depth USB 2.0 Reader Memory Stick PRO SD TransFlash MP3 Players
More informationSolid State Drives: The MLC Challenge. By Don Barnetson Sr. Director of Marketing Sandisk Corporation
Solid State Drives: The MLC Challenge By Don Barnetson Sr. Director of Marketing Sandisk Corporation Forward Looking Statements During our meeting and presentation today we will be making forward-looking
More informationBuilding for the Next 10 x of Computing. Christopher Bergey Vice President Mobile, Connected and Wearable Solutions June 5, 2014
Building for the Next 10 x of Computing Christopher Bergey Vice President Mobile, Connected and Wearable Solutions June 5, 2014 1 During our meeting today we will make forward-looking statements. Any statement
More informationSMARTPHONE MARKETS AND TECHNOLOGIES
SMARTPHONE MARKETS AND TECHNOLOGIES INDEX Index Table of Contents Table of Contents... i List of Figures... vi Executive summary...1 1 Mobile handsets and smartphones...3 1.1 Overview of handset segments...3
More informationJEDEC Mobile Forum 2014
How Storage Solutions Are Accelerating the Mobile Revolution Stephen Lum, Mobile Memory Product Marketing Hank Lai, Mobile Memory Product Planning Samsung Electronics, AHQ JEDEC Mobile Forum 2014 Copyright
More informationSemiconductor. The dawn of the mobile computing era. Overweight (Maintain) 2014 Outlook. The next step: Mobile computing.
The dawn of the mobile computing era Overweight (Maintain) 214 Outlook November 25, 213 Daewoo Securities Co., Ltd. James Song +822-768-3722 james.song@dwsec.com Joon-ho Jang +822-768-3241 joonho.jang@dwsec.com
More informationUshering in the 3D Memory Era with V- NAND
Ushering in the 3D Memory Era with V- NAND Aug. 2013 Jim Elliott (Vice President, Memory Marketing) E.S. Jung (EVP/GM, Semiconductor R&D Center) Flash Memory Summit 2013 Santa Clara, CA 1 Legal Disclaimer
More informationIoT, Wearable, Networking and Automotive Markets Driving External Memory Innovation Jim Cooke, Sr. Ecosystem Enabling Manager, Embedded Business Unit
IoT, Wearable, Networking and Automotive Markets Driving External Memory Innovation Jim Cooke, Sr. Ecosystem Enabling Manager, Embedded Business Unit JCooke@Micron.com 2016Micron Technology, Inc. All rights
More informationAs a note, this presentation was released as the dates shown and reflected management views as of these dates. All information in this presentation
July 2003 1 As a note, this presentation was released as the dates shown and reflected management views as of these dates. All information in this presentation regarding the Company s financial results
More informationEnabling Exceptional User Experiences: The Importance of Embedded Storage for Smartphones and Tablets
Enabling Exceptional User Experiences: The Importance of Embedded Storage for Smartphones and Tablets Balaji Sivakumar Director of Marketing, Mobile & Tablets Flash Memory Summit 2014 Santa Clara, CA 1
More informationInnovation Leadership in Expanding Markets
Innovation Leadership in Expanding Markets Gary Dickerson CEO and President SEPTEMBER 27, 2017 External Use Forward-Looking Statements and Other Information This presentation contains forward-looking statements,
More informationWhere are we now? IPv6 deployment update
Where are we now? IPv6 deployment update IPv6 Infrastructure Workshop 21-23 June 2016 Phnom Penh, KH Klée Aiken klee@apnic.net Agenda Update on IPv6 in the world and APNIC region Review of IPv6 deployment
More informationLG Electronics November 2007
LG Electronics November 2007 Disclaimer: This presentation was composed utilizing the data released on the dates shown, consequently reflecting management views according to the dates. All information
More informationCreative Learning Environment in 21 st Century ดร. ส นต ธร บ ญเจ อ ฝ ายวางแผนเทคโนโลย สารสนเทศ ธนาคารกส กรไทย
ดร. ส นต ธร บ ญเจ อ ฝ ายวางแผนเทคโนโลย สารสนเทศ ธนาคารกส กรไทย Tablet Computer Mobile Computer คอมพ วเตอร พกพา Integrated Touchscreen, used as the primary input Slate Convertible Booklet Hybrid Typical
More informationDriving SSD Storage into Today s Embedded Systems Computing Architecture s
Driving SSD Storage into Today s Embedded Systems Computing Architecture s Grady Lambert SMART Modular Technologies Presentation Agenda Standard Form-Factors and Applications Market Trends Common Figures
More informationNew York Analyst Day. November 13, 2008
New York Analyst Day November 13, 2008 Safe Harbor Before we proceed with our presentation, we would like to point out that the following discussion will contain forward-looking statements from industry
More informationTechnology sector. Asia feedback (Semiconductor/SPE): mounting risks. 10 March 2017 Asia Pacific/Japan Equity Research Technology
Asia Pacific/Japan Equity Research Technology Research Analysts Hideyuki Maekawa 81 3 4550 9723 hideyuki.maekawa@credit-suisse.com Akinori Kanemoto 81 3 4550 7363 akinori.kanemoto@credit-suisse.com Mika
More information