|Some nuggets from MU's conference call that may affect SIMO.....|
We improved our mix of high value solutions, delivering record SSD revenues and further increasing our SSD shares.
More recently, we began shipping our first 64-layer NAND consumer SSD.
We also shipped initial samples of our 64-layer NAND discrete UFS solution to chipset partners and customers, with very promising results.
We expect the industry bit growth for NAND to approach 50% in calendar 2018, as the industry continues to ramp 64-layer designs into volume production
SSD adoption in client computing and data center applications continues to increase and will expand further as more supply becomes available over time. Against that backdrop, projections for our own bit growth remain unchanged, we expect our DRAM bit growth to be slightly below the industry, and we expect our NAND bit growth to be somewhat above the industry for fiscal 2018.
sales of SSDs reached record levels in the quarter, with double-digit sequential growth across Consumer, Client and Enterprise and Cloud markets
For DRAM, our bit output growth will be more heavily weighted to the first half of the fiscal year, while NAND bit output growth will be relatively greater in the second half of the fiscal year.
In calendar year 2017, of course supply has been tight, there has been pent up demand particularly in the areas of client SSDs and the client PC, notebook PC environments. The march toward high density SSDs in notebook PCs was somewhat slowed down given the overall tightness of supply in calendar year 2017.
When I look ahead at calendar year ‘18, I see strong demand trends with respect to attach rate of SSDs and client PCs continue to increase the applications related to cloud and data centers, enterprise data centers continuing to drive higher average capacities usage in cloud and data center applications as well.
attach rate in notebook PCs in calendar year ‘17 about 35%, going toward over the course of next several years by 2020 timeframe getting to 75% attach rates. So lot of HDD that is still to be replaced with SSDs and same trends are continuing in all markets for NAND average capacities are continuing to increase.
In terms of SSD share gain during the quarter, we believe we gained share both in client applications as well as enterprise and cloud data center applications. Really our products did very well there and at this point our offerings are with SATA drives and next year we will bring out our NVMe solution sometime during calendar year ‘18. And that should help us expand our portfolio and give us opportunities to continue to gain share in this market.