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elctrnx_lyf
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re: Seven trends for NAND flash
elctrnx_lyf   12/28/2010 5:12:11 PM
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SSD's seems to be too costly to replace the HDD's at this moment. But there is also advantages which will be considered only if the prices comes down. Now a days everyone talks about cost before anything else. But once the price comes down there will a huge surge in the NAND demand.

resistion
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re: Seven trends for NAND flash
resistion   12/28/2010 2:08:15 PM
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OneNAND is being used to replace NOR for XiP already. It is NAND with SRAM cache buffer. But it could have a prohibitive cache miss penalty. With major NOR makers already investigating alternatives such as PCM, their sense of future for NOR is questionable.

BalaLak
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re: Seven trends for NAND flash
BalaLak   12/28/2010 8:25:10 AM
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I disagree. While NAND has already caught up with NOR for bootloading, it doesn't support execute-in-place (XIP) (its architecture inherently doesn't support it). But, I do not know enough about how big a deal XIP is. Maybe someone can comment on that.

eewiz
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re: Seven trends for NAND flash
eewiz   12/28/2010 5:23:22 AM
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"but most likely triple because all the Macbook are now SSD based." Macbook & Macbook Pros still ships with HDD as the default option. To replace a 500GB HDD with 512GB SSD , Apple charges ~1500 US$ in addition to the normal costs. Unless the prices drop to reasonable levels, I dont see Apple Mac business being a driver for the NAND industry. But ofcourse all the iDevices can help triple the NAND usage. On 5, Please dont count on Toshiba's tablet business. They have recently released an Android tablet "folio 100" and stopped sales because of the high return rates.

resistion
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re: Seven trends for NAND flash
resistion   12/28/2010 4:06:01 AM
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I think to rely on analysts for directions in semiconductor industry investment is very dangerous, as there are too few of them to have any peer review to keep them in line. I have noted that Nomura and Barclays have been particularly careless. It probably speaks more that few analysts have considered it safe to focus on semiconductors. With too much focus on cost instead of innovation out of the infrastructure box, the industry has become a larger investment risk than before.

resistion
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CEO
re: Seven trends for NAND flash
resistion   12/28/2010 4:02:30 AM
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NOR will probably not last very long, as more and more alternatives are lining up.

asangoi
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re: Seven trends for NAND flash
asangoi   12/28/2010 2:15:41 AM
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Any such thoughts on NOR flash?

Robotics Developer
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re: Seven trends for NAND flash
Robotics Developer   12/28/2010 2:05:34 AM
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I am looking forward to the increase in SSD usage and the corresponding lowering of the cost. I have seen desktop systems using a combination of SSD and HD storage with increased performance (at a cost premium). Can't wait to see what 2011 will bring!

wilber_xbox
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re: Seven trends for NAND flash
wilber_xbox   12/27/2010 9:49:02 PM
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Apple effect caught my eye and attention. By 2011 all the Macbook will be SSD based, which means other notebook will soon make a transition to the SSD memory due to advantages of lower noise, better speed, less wear-tear etc. I knew the main hurdle to switch to SSD memory was cost. Quoting trend 3: Samsung: Leader, follower: price at the 27-nm node will be 35% lower, it is still way expensive than hard-drive. How much will be prices will be lowered in 2011?



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