How will Internet of Things (IoT), Google Glasses and NVMe SSDs impact Flash consumption in 2015 or sooner?
MONTEREY, CA., August 5, 2013 – Web-Feet Research, Inc. provides a highly detailed market segmentation in its twelfth annual report on Flash Memory Applications and Markets, (CS100FA-2013). This extensive 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 adoption of the Google Glasses and the iWatch or Smart Watch that are already in prototype phase. As the NAND technology evolved so did its markets. Beginning with basic media file storage in consumer applications the NAND grew in usage. Once cell phones became popular, mobile storage needed more sophisticated Flash in performing execute-in-place and more reliable storage. Now, computing requires the utmost performance from the NAND, while SSDs and caching gain acceptance as they provide more reliability and performance. NOR should see a mild rebound with Phase Change Memory in wireless and Serial NOR initiating the connection for the Internet of Things in over 17 billion Intelligent Connected devices in 2018.
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 enterprise2-bits/cell NAND, Combo (MCP) NAND; NOR, MLC NOR, serial NOR, and Combo NOR and serial Combo NOR; and Phase Change Memory. The forecast period includes 2011 and 2012 historical and 2013-2018 projections. A special section breaks out the serial NOR by over 30 applications including the major cellular use of dual and quad IO serial NOR components. In addition, the compute market examines the use of Flash cache, Hybrid Hard Drives (embedded Flash) 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 2012 Flash Market Shares by Vendor is included showing how the players have shifted ranks based on acquisitions and improved pricing to reach $27.7 billion in total Flash and $24.1 billion in NAND.
The Flash Memory Applications and Markets: 2011-2018 report, CS100FA-2013, (313 pages) is available for purchase from Web-Feet Research in electronic and hard copy at a list price of $6.5K.