The article below discusses the precentage of NAND sales to the various end markets. NAND demand is being impacted quite a bit by the growth of tablets that are replacing laptops. iPad market grew fast and the pc makers have been marketing and testing out various tablet forms that are gaining acceptance. Tablets are expected to reach 12% of the $30.0 Billion NAND flash market in 2013. In addition, every Tablet has an SSD storage, so the growth of Tablets will lead to increased demand of SSDs.
More about Tablets are the new mobile (Tablets are the new mobile, the slide deck in the article shows the growth of mobile and Tablets in the Apple and Android eco-sphere. There are many other slides at the link below. The future of mobile was discussed in the April 15, 2009 Mobile Computing the Next Big Market article)
IC Insights, April 17, 2013
Increasing HD video content, social networking, shared data via the cloud, low power consumption, and
“instant on” features continue to drive growth of consumer, communication, and computing devices that use NAND flash
memory. While applications are many, smartphones, tablet computers, and solid-state drives (SSDs) are forecast to be
among the biggest users of NAND flash memory in 2013 (see figure).
Smartphones are forecast to account for 26% of the $30.0 billion NAND flash memory market in 2013. (The NAND flash
market is forecast to grow 12% in 2013 from $26.8 billion in 2012). According to data from IC Insights’ 2013 IC Market Drivers report, approximately 56% of total cellphone shipments in 2013 (975 million of 1,745 total shipments) are forecast to be smartphones, up from 750 million or 42% in 2012 and 30% in
2011. This is significant because smartphones contain as much as 9x more NAND flash than a basic or enhanced cellphone.
Another high-volume application for flash memory in 2013 is solid-state drives, which are built with highdensity NAND flash chips and feature standard mass-storage interfaces that are found on hard-disk drives.
SSDs are forecast to account for 13% of NAND flash memory sales this year. SSDs are built in form-factor sizes that are identical to hard-disk drives (such as 1.8- and 2.5-inch modules) so they can be easily plugged into existing PC and notebook designs. In recent years, SSD storage capacity has quadrupled annually, and now it appears that solid-state drives are becoming serious challengers to conventional hard-disk storage in portable computers. Recently, SSD-storage solutions have gained favor in large server computers, which stand to benefit from the faster read/write speeds of flash-memory-built drives as well as reduced power consumption. Notebook PCs, installed car navigation systems, industrial equipment, and digital video recorders (DVRs) are a few additional applications that are being targeted for SSDs.
Tablet PCs and HHP devices—handheld players such as music/video players and handheld game systems—are expected to be significant consumers of NAND flash in 2013 as well. Tablet PCs are the fastest growing segment of the PC market and represent one of the fastest-growing consumer devices of
all time. Shipments of tablet PC devices like the iPad grew to 117 million units in 2012, almost double the 65 million shipped in 2011. Tablet PC shipments are forecast to reach 167 million units in 2013. Leading tablet PCs typically feature 16GB of NAND flash as a starting point.
Report Details: IC Market Drivers 2013
IC Market Drivers 2013—A Study of Emerging and Major End-Use Applications Fueling Demand for Integrated Circuits examines the largest, existing system opportunities for ICs and evaluates the potential for new applications that are expected to help fuel the market for ICs. IC Market Drivers is divided into two parts. Part 1 provides a detailed forecast of the IC industry by
system type, by region, and by IC product type through 2016. In Part 2, the IC Market Drivers report
examines and evaluates key existing and emerging end-use applications that will support and propel the
IC industry through 2016.
copyright 2013 Ron Maltiel all rights reserved