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Flash Shortages Drive SSD Shifts

Shortages through 2015 or longer
11/26/2013 06:00 AM EST
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rick merritt
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Re: survivors
rick merritt   12/1/2013 9:02:10 PM
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You could make a case the handful of global flash makers are using their clout and lower costs to grab buisness from independent card makers. I'm not sure if that's a big enough issue to arouse regulators.

I know the price pressure out there is intense. Anyone haerd of selling below cost to buy market share?

jeremybirch
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Re: survivors
jeremybirch   12/2/2013 11:49:11 AM
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It seems highly likely to me that as the price expected by the market for SSD's falls, the available margin for anybody other than the NAND makers disappears. It makes sense for the NAND makers to want to control the format their products are sold in and to make their products look best, hence doing their own SSD's or even their own controllers. By doing this the SSD's can get closer to being competitive in price to HDD's, enough for their own advantages in terms of speed, shock resistance power etc to make sales happen.


Note that at the same time the computer manufacturers are ditching SSD's in the sense of a bought in HDD replacement, and building their own on the motherboard - look at the latest MacBook's.


SSD as a plugin replacement for HDD's may therefore have only a limited market lifetime in newly manufactured equipment, leaving consumer end upgrades as the only market.

zewde yeraswork
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SSDs and flash makers
zewde yeraswork   12/2/2013 3:51:12 PM
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It seems highly likely to me that as the price expected by the market for SSD's falls, the available margin for anybody other than the NAND makers disappears. It makes sense for the NAND makers to want to control the format their products are sold in and to make their products look best, hence doing their own SSD's or even their own controllers. By doing this the SSD's can get closer to being competitive in price to HDD's, enough for their own advantages in terms of speed, shock resistance power etc to make sales happen.
It's only natural that computer manufacturers are ditching SSDs given the greater cost compared to HDDs, unless consumers want to upgrade which is only going to account for a very small space within the larger market. As for flash makers trying to grab business from independnet card makers, regulators would have been all over that had the idea come to the surface, not to mention it may not be worth the costs of selling below what it takes to manufacture the components.

 

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