Monday, October 31, 2016

WFR's New SSD and Controller SWOT Analysis – Is Speed Enough?

Who is making high performance SSDs for the Client, Enterprise and Commercial applications?  Who is pushing the edge of third party Controllers: intelligent processing of NVMe storage, compression and Object storage?

MONTEREY, CA., October 31, 2016 – WebFeet Research, Inc., an industry leading Non Volatile Memory and Storage market research firm, introduces the sixth annual report SSD SWOT Analysis and Company Profile, which provides the Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of 60+ standard form factor SSD vendors and 30+ third party Controller manufacturers. This report recognizes the difficulty of knowing which SSD and controller storage companies are active in the market, what products and services do they offer and who is advancing the ‘intelligent processing’ of memory and storage.   This timely update also lists the major vendors in hardware: Enterprise Solutions and All Flash Arrays, and through software/firmware: Business Intelligence and Analytics, Data Analytics, In-Memory Compute, Object Storage and Distributed File Systems, and NVMf Fabrics.

Besides being a veritable who’s who covering the players in each market, this analysis provides more clarity in highlighting how the SSD and controllers are evolving towards the merging of memory and hot storage. The hardware side of the SSDs shows the host interface moving from SATA and SAS to PCIe/NVMe and into the Memory channel. On the controller side are advances in handling or processing large data sets, reducing latency, improving LDPC and ECC, applying real time compression, enabling object storage, and enhancing security. Storage Class Memory (SCM) along with the advent of Data Centric Computing has motivated lead vendors like CNEX, NGD Systems and Symbolic IO to optimize the features of SCM or counter with their unique approach.
For marketing, finance or strategic planning professionals this report is essential. The SSD and Controller SWOT report, SS350SWOT-2016, is available for purchase from WebFeet Research in electronic excel format at $3,995.
About WebFeet Research   
Headquartered in Monterey, California, WebFeet Research provides business consulting and market research services in the memory and storage markets, with a focus on nonvolatile memory and solid state storage technologies.

Monday, June 20, 2016

WebFeet Research Heralds 2015 as Awakening of Life beyond NAND and DRAM

Flash Memory Components Market Revenues Improved to $33B, 3D XPoint Announced

Monterey, CA - June 20, 2016 – After reaching a midyear turning point WebFeet Research reflects on the salient 2015 announcements impacting the Non Volatile Memory market and the computing industry.  Intel and Micron revealed 3D XPoint memory heralding a sea change in computing memory architecture that will complement then replace DRAM and ‘high performance’ NAND. In consolidating its annual results of each Flash memory vendor’s shipments, WebFeet Research found the 2015 Flash memory market to be $33.4 billion, an increase of 8.2% from 2014.  A substantial increase in 2015 revenues came from the NAND Flash market at 10.6%, while the NOR market contracted dramatically from 2014 by -13.7 %. Samsung was again the 2015 revenue market leader for all NV Memories and NAND, Cypress (Spansion) established itself as the NOR Flash and the NVRAM market leader, and Winbond maintained the serial NOR leadership position. This report discusses the impact of the mergers and acquisitions (SanDisk and ISSI) on the memory market, qualifies the migration of planar to 3D NAND, quantifies how fast the emerging NVM are growing including XPoint as well as the reemergence of NRAM, and presents two forecasts for serial EEPROM showing the impact (slow initial adoption) of the Internet of Things (IoT) and its aggressive scenario.  

The 2015 Non Volatile Memory Market Shares by Vendor report, CS700MS-2016, includes market shares by vendor for total Non Volatile Memory, NAND Flash, NOR Flash, serial NOR Flash, total EEPROM, serial EEPROM, parallel EEPROM, OTP ROM (EPROM and Mask ROM), and NVRAM (NVSRAM, RTC, MRAM, FeRAM, PCM, XPoint, RRAM, NRAM and Others).  Annual revenue forecasts are provided from 2014-2021 for the EEPROM, OTP ROM, and NVRAM markets. In addition, the NVSRAM market shares are broken out by vendor for Real Time Clocks (RTC) and NVSRAM from 2010-2015.  This report, CS700MS-2016, is available for $2.5K and for providers of the market share data they can obtain the report with a $500 discount.  WebFeet Research also has forecast the serial EEPROM (conservative and aggressive) and the NVSRAM (nvSRAM, RTC) from 2013-2021 by density for revenue, units, and ASPs, and for the serial EEPROM by interface type.  Each of these additional forecasts are priced at $500 and come in excel format. 

WebFeet Research, located in Monterey, California, provides business consulting and market research services in the memory and storage markets, with emphasis on flash memory components, flash cards, EFDs, SSDs, and In-Memory Computing. 

Monday, March 28, 2016

WFR's New Applications Report Addresses - XPoint Impacts on Flash and Memory Applications

How will XPoint Memory improve the intelligent processing of the Internet of Things (IoT), Big Data and Enterprise SSDs? How will it impact Flash and DRAM consumption in 2016 and beyond?

MONTEREY, CA., March 28, 2016 WebFeet Research, Inc. recognizes the magnitude and impact of the 3D XPoint memory progressively adding intelligence to memory and storage as well as heralding in a new cognitive computing paradigm. There has been a bit of confusion about when XPoint will be available and with which applications. The fourteenth annual report Flash and XPoint Memory Applications and Markets, (CS100XFA-2016) provides some clarity to the timing and markets XPoint will address as well as showing the intelligence evolution theme weaving through NOR, NAND and XPoint. This major update provides an integrated memory/storage end-use market segmentation in the consumer, mobile and computing markets and forecasts the NOR, NAND, 3D NAND and XPoint usage in over 175 end-use applications.  Some of the new applications forecast are; when server-side XPoint DIMMs will replace NVDIMMs, the rise of wearable computing, Connected Home IoT and autonomous cars.
As the Flash/NVM technology evolves adding intelligence so did its markets. Beginning with basic media file storage in consumer applications NAND grew in usage. Mobile storage in Smart phones needs more intelligent Flash in performing execute-in-place with more reliable storage. Computing applications require the utmost performance from the block addressable NAND and XPoint as byte persistent SCM merges working data with hot storage to enable high capacity in-memory computing. Finally, the lost step-child NOR should see a mild rebound with high speed twin-Quad XTRM or HyperFlash Serial NOR initiating the connection for the Internet of Things in over 30 billion Intelligent Connected devices in 2020.
In the Flash and XPoint Memory Applications and Markets forecast, WebFeet Research provides a density breakout by revenue, units, and Mbits/Gbits for NAND (SLC, MLC, TLC, eMLC, SPI, Combo (MCP) NAND); 3D NAND (MLC, TLC); NOR, MLC NOR, serial NOR, Combo NOR and serial Combo NOR; and XPoint Memory.  The forecast period includes 2013-2015 historical and 2016-2020 projections.  A special section breaks out the serial NOR by over 30 applications including the major use of quad/plus IO serial NOR components.  In addition, the compute market examines the use of Flash cache, Server-side SSDs and storage SSDs for the client and cloud/datacenter/enterprise end-use markets. GigaByte consumption is also forecast by memory/storage end-use market and shows when computing becomes the Flash consumption market share leader.  Finally, the 2015 Flash Market Shares by Vendor is included showing how the players have changed position based on acquisitions and pricing to reach $31.3 billion in NAND, $2.1 billion in NOR and for a total of $33.4 billion in total Flash.

The Flash and XPoint Memory Applications and Markets: 2013-2020 report, CS100XFA-2016, (348 pages) is available for purchase from WebFeet Research in electronic and hard copy at $5,950. 

Monday, April 13, 2015

Solid State Drives (SSD) Company Profiles and SWOT Analysis

MONTEREY, CA., April 13, 2015 – Web-Feet Research, Inc. releases its Solid State Drives (SSD) Company Profiles and SWOT Analysis Report SS350SWT-2015.  The  SSD company profiles and SWOT analysis provides a database profile of 140+ SSD vendors and 25+ controller/firmware companies. 
This publication covers over 60+ notable companies with SWOT analysis along with product summaries and other relevant information positioning these companies with each other. The tool utilizes the excel filter capability to sort on a specific company (s)  and/or by market segment to assist users in company analysis, strategic planning and provide additional  insights on the SSD market.


Sunday, January 4, 2015

WebFeet Research releases its 2015 Solid State Storage (SSS) Forecast for the Commercial/Industrial Markets and Applications

How is SSS technology transforming the Commercial/Industrial segments?  What are the six sub-markets in this Commercial segment? How are their applications using SSS  in terms of form factors, interface, and performance for SSDs as well as Embedded Flash Drives (EFD) and Flash Cards?  

MONTEREY, CA., January 4, 2015 – WebFeet Research, Inc. has analyzed the SSD market from early 2000 tracking this evolving technology for use in the enterprise, client and commercial storage industry segments.  This 2015 report on Solid State Storage (SSS) for the Commercial / Industrial Markets and Applications, (SS375ESSS-2015), has WebFeet Research (WFR) solely concentrating on the commercial / industrial storage market.  

The commercial / industrial segment is a slow changing segment with highly specialized designs that will be employed for long periods compared to the client segment.  Although, this has resulted in lower volumes and slower growth, new opportunities especially in the Internet of Things (IoT) that are being created from emerging and existing applications (automotive, medical, telecommunications, industrial/retail, consumer/connected home, and aerospace/military) that are rapidly transforming this market segment.  

Traditionally, other storage options have been heavily utilized in this segment such as Embedded Flash Drives (eMMC, UFS, iNAND) and Compact Flash, which are used for its lower cost, performance, lower capacity requirements and board level integration for special purpose designs.  SSD adoption rates are now increasing in this segment as SSD prices continue to decline.  This is providing a bright spot for SSD’s particularly SSD modules for their small form factors and performance attributes. 

SSDs in industrial and embedded applications must meet special environmental conditions to operate reliably.  This segment has a wide range of applications covering; agriculture, power, transportation, auto, steel, chemical, oil, coal, and nuclear, to name a few.  In each of these industries, reliable storage is needed for data acquisition, measurements, and control.  Each of these industries have their unique set of environmental requirements. 

Within each of the six commercial sub-markets: Networking/Telecom, Connected Home, Automotive, Industrial, Medical, and Avionics/Aerospace/Military the forecast of SSDs, Embedded Flash Drives (EFD), and Flash Cards are quantified for over 40 end-use applications.  This forecast provides a separate breakout for SSDs by form factor including modules and another section for EFDs and Flash Cards by form factor for units and average capacity and revenue. Geographic splits are also produced for the six sub-market segments for the Americas, EMEA, and AsiaPac.

The report, SS375ESSD-2015 is available through Web-Feet Research in electronic spreadsheet format. 

Thursday, December 4, 2014

Web-Feet Research Forecasts IoT to Big Data to 3D in Thirteenth Annual Flash Memory Applications and Markets Report

How will Internet of Things (IoT), Big Data and 3D NAND SSDs impact Flash consumption in 2015 and beyond?

MONTEREY, CA., December 3, 2014 – Web-Feet Research, Inc. provides an extensive market segmentation in its thirteenth annual report on Flash Memory Applications and Markets, (CS100FA-2014). This major update provides an integrated memory/storage end-use market segmentation in the consumer, mobile and computing markets and forecasts the NAND and NOR usage in over 170 end-use applications.  Some of the new applications forecast the rise of wearable computing as found in the AppleWatch or Smart Watch, IoT and 3D NAND SSDs. As the NAND technology evolved so did its markets. Beginning with basic media file storage in consumer applications the NAND grew in usage. Mobile storage in Smart phones needs more sophisticated Flash in performing execute-in-place and more reliable storage. Computing requires the utmost performance from the NAND, while SSDs and caching like the ULLtraDIMM gain acceptance as they provide more reliability and the highest performance.  NOR should see a mild rebound with high speed twin-Quad or HyperFlash Serial NOR initiating the connection for the Internet of Things in over 22 billion Intelligent Connected devices in 2019.

In the Flash Memory Applications and Markets forecast, Web-Feet Research provides a density breakout by revenue, units, and Mbits for SLC NAND, 2-bits per cell NAND, 3-bits/cell and enterprise 2-bits/cell NAND, SPI NAND, Combo (MCP) NAND and 3D NAND; NOR, MLC NOR, serial NOR, Combo NOR and serial Combo NOR; and Phase Change Memory.  The forecast period includes 2012 and 2013 historical and 2014-2019 projections.  A special section breaks out the serial NOR by over 30 applications including the major use of quad/plus IO serial NOR components.  In addition, the compute market examines the use of Flash cache, Server-side SSDs and SSDs for the client, commercial, and enterprise end-use markets.  The GB consumption is also forecast by memory/storage end-use market and shows when computing becomes the Flash consumption market share leader.  Finally, the 2013 Flash Market Shares by Vendor is included showing how the players have changed position based on acquisitions and improved pricing to reach $30.9 billion in total Flash and $28.1 billion in NAND. 

The Flash Memory Applications and Markets: 2012-2019 report, CS100FA-2014, (321 pages) is available for purchase from WebFeet Research in electronic and hard copy at $5.95 K.

About WebFeet Research   
Headquartered in Monterey, California, WebFeet Research provides business consulting and market research services in the memory and storage markets, with a focus on nonvolatile memory and solid state storage technologies. For further information, please contact:

Alan Niebel
w3.webfeetresearch.com

alan.niebel@web-feetresearch.com

Wednesday, August 13, 2014

Embedded Flash Drive, eMMC/UFS Storage Applications Accelerate Market Growth

Mid Density NOR, Serial NOR, and SPI - SLC NAND Offer Growth Tradeoffs
MONTEREY, CA., July 31, 2014 - WebFeet Research, Inc. has released its revised annual report on the Embedded Flash Drives, eMMC/UFS and SPI-SLC NAND: 2012-2019 (SS450EFD-2014).  The main theme of the forecast covers  Embedded Flash Drives (EFD) eMMC and UFS that provide internal storage functions in mobile, consumer and some compute applications.  Although EFDs tend to provide NAND solutions at 2GBs and above, another storage theme explores the mid-density 256Mbit to 8Gbit battle between NOR, Serial NOR, SLC NAND and SPI NAND.
EFDs are the non-removable Flash storage positioned between Flash cards, found in many of these same applications as SSDs.  As EFDs evolved mainly through versions of eMMC, it became apparent that as SSDs were able to improve their SATA interface speed, mobile eMMC EFD storage lagged far behind.  In order for the EFD to evolve, a new interface was needed that would take on many controller features found in serial high speed SSDs and still keep its mobile  low power budget. UFS at 6Gbps+ provides a better user experience, high speed serial interface PC sync with fast response, high efficiency, and low latency of a SSD combined with the small form factor and low power usage of a mobile device.
This EFD report provides an in-depth analysis of the market and applications for internal Flash storage sub-systems, including the emNAND (embedded NAND components), the EFDs along with their use characteristics of the Flash component technologies and eMMC/UFS.  emNAND is found in over thirty end applications, which includes twenty two applications that use EFDs.

The mid-density storage market presents a quandary in terms of which features of the four Flash memories: NOR, serial NOR, SLC and SPI NAND best suit the twenty different mid-density applications. Component unit forecasts by each density (256Mb – 8Gb) and each application are discussed from 2014-2019, which has never been presented before.

The EFD (UFS) market revenue growth is expected to reach $18.8B in 2019.  In support of these numbers, EFD unit and revenue growth will be driven heavily by mobile Smart and Smart Entry handsets, Tablets, Portable Media Players, Digital Camcorders, Wearables (IoT), automotive and others along with the adoption of Flash cache in notebook and desktop PCs.   NAND Flash technology: SLC, MLC, and 3-bit per cell will each be used for the design-in for these different applications based on the NAND use characteristics matched to each applications’ usage needs.

All the known EFDs, eMMC, iNAND, and UFS to name a few, are profiled in the full report, SS450EFD-2014, 144 pages.  In addition, the report is segmented into the definition, development, and market applications of EFD Storage.  The next sections focus on the market forecasts by application for EFDs and their respective NAND components, the EFD profiles and a summary of EFDs by storage capacity for revenue, units, ASPs, and MBs. Finally, eMMC and UFS after 2016, the main subset of EFD, will be forecast by its NAND revenue and units by twenty+ applications and by vendor market share.  

This report, SS450EFD-2014 is indispensible for any company involved with the Flash storage market and especially eMMC/UFS or Mid-Density Flash. It is available through Web-Feet Research in electronic and hard copy. For further information, to obtain the EFD report, please contact: Alan Niebel (alan.niebel@web-feetresearch.com) at 831.373.1985