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   Technology StocksSilicon Motion Inc. (SIMO)


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From: Elroy5/15/2019 9:06:59 PM
   of 2551
 
Really hard to understand how all the NAND makers are gearing up to increase production efficiency and production capacity while NAND sales are near multi-year lows, SSDs are not selling, and.......where the demand!?!?!?!

Chipmakers gearing up for transition to 90/96-layer 3D NAND process technology

digitimes.com

Major memory chip vendors are on track to enter mass production of 90/96-layer 3D NAND products in the second half of 2019, according to industry observers.

For consumer electronics devices, 90/96-layer 3D NAND node manufacturing will enable more cost efficiency compared to previous-generation 3D technologies. Chipmakers with their more advanced 90/96-layer processes are also eyeing huge opportunities arising from automotive and data center applications, the observers indicated.

On another front, major NAND flash chipmakers have moved to cut back their 64-layer 3D NAND chip output aiming to bring stability to the memory market, the observers noted. The NAND flash market has been oversupplied causing chip prices to fall further.

NAND flash bit shipments climbed over 40% on year in 2018, thanks to chipmakers' transition to 3D NAND from 2D NAND process technology. And with China's Yangtze Memory Technologies (YMTC) planning to move directly to the 128-layer generation, major NAND chip vendors are set to transition to their 128-layer 3D NAND processes in the second half of 2020, according to the observers.


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From: Elroy5/28/2019 4:50:21 AM
   of 2551
 
Phison positive about SSD demand in 3Q19

digitimes.com

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From: Elroy5/28/2019 9:04:05 PM
   of 2551
 
hmmm, portable SSDs? I guess this is intended to help external hard disk storage be replace by ... external SSD storage? Ok, good luck with that....

Silicon Motion introduces the First Single Chip Controller for Cost Effective USB Portable SSDs

siliconmotion.com

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To: Elroy who wrote (2051)5/28/2019 10:40:58 PM
From: jmiller099
   of 2551
 
I like my USB portable SSD. Able to run virtual machine images from it. USB Flash drives are impossible.

Also, when reading reviews for the products it is also a nice use case for photographers to use for high speed access to large RAW images or video files for final processing.

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To: jmiller099 who wrote (2052)5/28/2019 11:19:45 PM
From: Elroy
   of 2551
 
Ok, I don't really know much about the product line.

Isn't every USB stick sort of a small USB - SSD product?

I guess SIMO's new chip is designed for larger and more professionally oriented USB SSD products as you describe.

I've got 3 or 4 external 500GB or 750GB hard drives around the house. I guess they have disk drives inside. In theory this new SIMO product would allow the same file storage function, in a USB-sized format, and with NAND rather than a disk drive, I guess that's the pitch.

And I guess my external 500GB drive has a SATA-3 to USB connection between the drive and the USB port, and the SIMO product would make those SATA-3 cables/tech unnecessary, saving costs.

Fair enough.

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From: Elroy5/29/2019 8:51:59 AM
   of 2551
 
Damn! 5.9x sales!

SANTA CLARA, Calif., May 29, 2019 /PRNewswire/ -- Marvell ( MRVL), a leader in infrastructure semiconductor solutions, today announced that it has entered into a definitive agreement under which NXP will acquire Marvell's Wi-Fi Connectivity business in an all-cash, asset transaction valued at $1.76 billion. The acquisition encompasses Marvell's Wi-Fi and Bluetooth technology portfolios and related assets. The business employs approximately 550 people worldwide and generated roughly $300 million in revenue in Marvell's fiscal 2019.

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To: Elroy who wrote (2054)5/29/2019 8:59:45 AM
From: Sam
   of 2551
 
They are paying 6x revenue for this business?!

Geez...

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From: Elroy5/31/2019 6:48:21 AM
   of 2551
 
There is an investor presentation on SIMO's web site. The CFO spoke at a Cowen conference.

He didn't change guidance at all. They are still expecting flat 2019 revenues, which implies a MASSIVE H2 revenue jump compared to H1.

Also, he clearly said it's possible that eMMC + UFS for 2019 may be flat with 2018. That implies a SUPER MASSIVE revenue jump in this category in H2 2019.

So hard to believe, but lets see what happens.....

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From: Elroy5/31/2019 10:47:40 PM
   of 2551
 
SIMO is working even on Saturday!

TAIPEI, Taiwan and MILPITAS, Calif., May 31, 2019 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation ( SIMO) ("Silicon Motion"), a global leader in NAND flash controllers for solid state storage devices, today announced that it has completed the sale of FCI, its Mobile Communications product line, to Dialog Semiconductor Plc.

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To: Elroy who wrote (2056)6/2/2019 11:27:58 PM
From: Elroy
   of 2551
 
Tidbits from the Cowen conference:

Color for individual segments for SIMO

SSD controllers - 55% of total continuing sales in Q1, should grow 25% in Q2, and do well going forward. Do not have procurement forecasts from customers for H2.

eMMC/UFS - Big step down in Q1, flat in Q2, and in the second half of 2019 based on the pipeline of design wins growth potential seems good, and it's possible to be flat in 2019 for the full year compared to 2018. For this also, they don't have H2 orders.

SSD solutions - Big step down in Q1, and now waiting for open channel to go into production with 2 Chinese hyperscale customers in H2 2019.

----

Module makers are becoming more willing to buy NAND in Q2 because prices have stabilized somewhat, and the flash makers are giving them more advantageous terms of supply. Flash makers all have excess inventory, and more supply will come on line in H2 as 96 layer and QLC continue to come online. As a result, forecasts for H2 are uncertain across the board. No one knows if demand will return strongly, or NAND prices will again plunge lower. Without that knowledge no one is planning far out.

---

What's the total available market for the China hyperscaler enterprise open channel segment?

We think it is customized for specifically what the customers need. Hyperscalers have unique requirements. They want SSDs that can be optimized to their unique data flow. Current enterprise high end SSDs cannot be configured and optimized. That's what Open Channel provides. And they can buy anything from the open channel controller to the entire open channel SSD module/driver software.

This will be the first live commercial deployment of Open Channel SSDs in the world. If it works as advertised, and it can be scaled into a data center and into the customer's storage infrastructure, then it could eventually represent the entirely of a hyperscalers SSD requirements.

No numerical answer on the TAM

---

eMMC is a mature market and SIMO is managing it as such. Growth is in non-cell phone areas, smart TVs, etc. U UFS was as big as Hynix UFS last year, which is great since MU is relatively new to cell phone memory. UFS 2nd generation chip with MU will go into production in H2 2019. Further, Hynix is actively reducing its exposure to cell phone memory. Mobile as a percent of Hynix sales has gone from 80% to about 66% over the past few years. As Hynix walks away from low end NAND chips for cell phones, the Chinese module makers are entering and picking it up, and they were successful last year in low end non-smartphone segments, and this year they are pushing into smartphone OEMs. Many of these projects are expected to enter production in H2 2019.

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