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.