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SSD Based Set Top Boxes and PVRs

August 27, 2007

Analysis of:Coming soon: The solid state server and TVs with auto-rewind | news.com.com

One of the many applications to absorb the SSDs is the STBs (Set Top Boxes) and the built in PVRs (Personal Video Recorders). The last thing you want to hear in a hi-fidelity audio system is the rotating noise of the HDD. Therefore, TVs and media centers will probably be the second phase of the SSD penetration ( to follow the MP3/MP4 sector).

Seagate Should Take the Kodak Way in NAND based SSD

August 27, 2007

Analysis of:Seagate to start shifting SSDs | www.channelregister.co.uk

Seagate is doing the right and necessary step to walk into the SSD market. As Kodak understood that the world of chemical and film based photography is coming to its end, Seagate has to collaborate with NAND memories provider in order to step first into the booming (expected) market of SSD and moving more efforts to this new platform.

A Piece from the iPhone Cake

August 27, 2007

Analysis of: France Telecom confirms talks with Apple on iPhone | news.com.com

Europe is getting polished to have a piece from the iPhone cake. The agreement set recently and those soon to be signed are another landmark in Apple's roadmap to have a clear presence in Europe. Europe will serve as a test bench before applying a USA iPhone since it is diversified and easier to negotiate with smaller providers.

iMAC is Riding on the iPhone Wave

August 20, 2007

Analysis of:Apple unveils redesigned iMac desktops | today.reuters.com

iMAC is coming on top of accurately timely launched products as iPOD and iPhone who paved the way for innovative gadgets in the consumer sector. The coming "consumer seasons" (Xmas and the Chinese New Year) will serve as a jumping board for more Apple's products and as an excellent platform to attract new user to join the growing Apple community.

What Else Can Microsoft Do with Its X360

August 8, 2007

Analysis of:Xbox 360 gets price cut | www.cnn.com

As anticipated, Microsoft turned to the easy and short term solution to increase its market share - reducing prices although a cold financial analysis cannot let it do so. The timing for the price cut was chosen to meet the "back to school" last sales round and to build expectation for the Xmas season. Not sure whether this is the magic cure for the X360.

Apple's Margin in iPhone Can Tolerate NAND rising Prices

August 6, 2007

Analysis of:Samsung Plant Woes Unlikely To Hurt Electronics Industry | online.wsj.com

Apple can manage with one-time price adjustment of NAND flash memories. Although Apple becomes a big eater of NAND memories, its purchasing supply chain can surely accomodate this price increase. Its margin on iPhone allows it to continue its growth without significant impact.

Following the iPhone Hype- Who is Next?

August 6, 2007

Analysis of:Nokia maintains top spot in mobile phone market | www.infoworld.com

iPhone surely has shaken the way people think on cellular phones. What Apple did to the PC industry, and then to the MP3/MP4 sector with its iPOD and iTunes, is being laid now in the mobile phone market. Who will follow iPhone? Probably all of the major players should show something, maybe for the coming 2008 first half. LG, Sony Ericcson and later Motorola will feature iPhone-like cellular phone.

NAND SSDs to Replace HDDs - Question is not if but when

August 6, 2007

Analysis of:A Path out of the Forest | members.forbes.com

NAND is the natural solid state replacement for the traditional hard disk drives. It is not a sudden revolution but a process already started 15 years ago in military and harsh environmet applications. However, nowadays, we are exposed to more and more roadmaps guiding this direction, mainly in the 2.5" size. Therefore, the question is not if but when.

Numonyx - The New Tiger in Flash?

August 2, 2007

Analysis of:Intel, ST Form Independent Flash Company | www.edn.com

Numonyx, the recently merger between Intel and STMicroelectronics in the Flash memory arena, is going to be a major player in the booking sector of NOR/NAND flash memories.

HDDs Phase Out in Foavor of SSDs

August 2, 2007

Analysis of:Flash price fall shakes HDD market | www.eetasia.com

The falling prices of NAND flash memories that will continually to fall in the range of 10-12% annually due to 300mm wafer and 45nm line width process introductions, will become much more attractive to many niches of the current HDDs.

NAND Demand Will Exceed Expectations

June 13, 2007

Analysis of:Update 1 -- Toshiba To Speed up Flash Memory Expansion | today.reuters.com

The sharply increasing demand for NAND Flash memories is triggering several moves from the second circle players. KLA-Tencor , a manufacturer of semiconductor wafer test equipment has 34nm solutions on its roadmap, and even narrower line widths to accommodate the huge demand expected in 2010-2011. Companies, like Orbotech, which engages in AOI ( Automativ Optical Inspection) of PCB sets teams to handle the new boards. The three big NAND players, Samsung, Toshiba , and recently IM ( Intel Micron) is expanding theit capacity in a much faster pace than original plans. Still doubts if Spansion will stay in the NOR niche or will take tough decisions (mergers? open new NAND fab? conversion of several facilities to NAND? if to enter to the booming NAND. 300mm wafers, 25nm-34nm line width and additional fabs will be the answer to the increasing demand ( appx. 1M wafers/month) of 16GB-256GB NAND demand.

Nothing New in Micron's Concept

May 29, 2007

Analysis of:Micron predicts flash memory will replace disk drives | www.eetimes.com

Micron is not the first to predict that hard disk drives will be gradually replaced by flash memories. The idea started long ago with M-Systems ( Flash Disk Pioneers- recently acquired by SanDisk) and others that realized the potential those non-volatile memories carry. Micron is new to this sector, thanks to its coooperation with Intel, understanding that its declining margin from DRAMs must be compensated with more profitable line. Currently, several applications, like military, ruggedized computers and hi-demanding PCs use this technology. Regarding the pace and the annual growth, still early to predict due to some distance from the cost/performance break even point.  Any 1% reduction in the conventional disk drive will force the flash memory based solutions to be more attarctive by 2%-3% due to "cost of change" implications. Additionally, some giant like Cisco or Nortel should be tied to this change and declare commitment.

Reactive Action Rather Than Proactive

May 29, 2007

Analysis of:Microsoft to buy Aquantive for US$6 billion | www.zdnet.com.au

MicroSoft's move seen as a reactive action followed by Google moves toward gaining dominance in the on-line advertisement booming sector. Google was first in every move in this arena, and MicroSoft's tag price for Aquantive proves its  "emotional " need to "do something". Microsoft's ability to integrate merged/acquiured activities is still to be demonstrated, especially when you pay $6Bn. for an internet company. Continuing this stream, what will be MicroSoft's next step? buying Yahoo, in order to show the industry that it is still leader in any S/W related business?

Game is in Full Gear

April 30, 2007

Analysis of:'Father of PlayStation' says 'Game Over' | money.cnn.com

Ken's point of view on the computerized gaming industry is important but viewed from a declining position of Sony in this arena.
This $32Bn market is attractive for new game S/W developers that will use the platform to develop more games, not just for entertainment but for education and training.
Sony has a tradition to invent a niche, leads it , and then being dropped ( see BetaMax).
I think the issue is with managing production costs and tying up with content developers, and Nintendo and Microsoft will show it.

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