Smart Wars Reshuffle Leaders: Smart device competition heats up globally as markets shift away from high-end devices
Quarterly reports are slowing somewhat and factory ramp ups are increasing, reminding us that summer is winding down now and our attention turns to the next big market guidance point, back-to-school sales and the 3Q14 devices.
Read more: Smart Wars Reshuffle Leaders: Smart device competition heats up globally as markets shift away from high-end devices
Crowded Elevator for NAND
Last month we reviewed NAND flash memory numbers for 1Q14 which showed a decrease in sales resulting from a normally slow part of the year. Mobile devices contributed the most to the shrinkage in this dull season and as a result, NAND selling prices also decreased. So what do we expect to see in 1H14? With the expected release of the newest Apple iPhone and other Chinese smartphones in the Fall, combined with new SSDs from all of the manufacturers, it is predicted that NAND prices will increase as supply tightens due to the new builds. To further support this forecast, NAND manufacturers have no plans to increase capacity, aside from Samsung’s Xian plant which opened in May.
Read more: Crowded Elevator for NAND