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   Technology StocksSilicon Motion Inc. (SIMO)


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To: Elroy who wrote (2076)8/11/2019 7:33:50 AM
From: Elroy
   of 2182
 
In the Oppenheimer presentation (aug6) the CFO said that they have a decent chance to get Samsung as a client SSD controller customer in 2020. That would be nice....

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From: Elroy8/16/2019 3:04:51 AM
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Some bits from Ali Babba's conference call.....

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Our cloud computing business continues to execute and exhibit strong growth. Revenue grew 66% year-over-year to RMB 7.8 billion, primarily driven by an increase in average revenue per customer. We are focusing on delivering high value-added services while rationalizing our offerings of commodity products and services. We will continue to execute our strategy of expanding our market leadership, increasing investment in talent and technology infrastructure and the developing new value-added products.

On top of robust growth in public cloud, we are capturing strong secular demand for private cloud, primarily driven by digital transformation of big enterprise clients in various industries. During the quarter, our private cloud revenue grew over 250% year-over-year. Digital media and entertainment segment continues to be impacted by tighter content regulation and industry rationalization.

The increase of our total revenue was mainly driven by the robust growth of our China commerce retail business and Ele.me, strong revenue growth of Alibaba Cloud as well as an increase in volume of orders fulfilled by Cainiao.

Cloud computing revenue increased 66% to CNY 7.8 billion, primarily driven by increase in average revenue per customer. We're improving our revenue mix by focusing on delivering high value-added services while rationalizing our offerings of commoditized products and services.

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Sounds like their cloud business is growing gangbusters. If SIMO's open channel can actually get a foothold into that growth infrastructure space it has tremendous potential.

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From: Elroy8/29/2019 10:14:16 PM
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MRVL reported Q2. From the press release......

"Marvell delivered solid second quarter results with revenue above the mid-point of our guidance and we fully achieved the operating expense reductions we had outlined last year, two quarters ahead of schedule," said Matt Murphy, Marvell's President and CEO. "In our third quarter, we face a worsening macro environment along with the ongoing impact from the current restrictions on shipments to Huawei, offset by a stabilizing storage business and the earlier than expected first production shipments of our 5G solutions."

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MRVL's storage business involves both SSD controllers and hard disk drive heads, hopefully he's talking about SSD controllers. Will have to wait for the conference call transcript to see what areas of storage in particular deserve positive commentary in their press release as the good parts of the business.

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From: Elroy8/30/2019 1:14:31 AM
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Comments from MRVL's Q2 conference call yesterday. MRVL is the only major competitor for SIMO in SSD controllers, with MRVL being focused on enterprise while SIMO is focused on client......

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Turning to our storage business, storage revenue for the second quarter came in above our expectations at $275 million declining 1% sequentially better than our guidance for mid single-digit sequential decline.

But we benefited from stronger-than-expected demand from a broad set of storage controller customers in the HDD, SSD and fiber channel end markets. It appears that previously elevated inventory levels have slowly started to subside at some our storage controller customers.

Our storage controller team had a very strong showing at the recently concluded Flash Memory Summit, or FMS where we introduced two breakthrough products and NVMe over Fabric Ethernet SSD controller and a family of PCIe Gen 4 NVMe SSD controllers.

Moving on to our outlook for our storage business in the third quarter of fiscal 2020, we expect an increase in demand for our storage controllers from the data center and enterprise markets, especially from high-capacity nearline drives and some additional catching up in the SSD market from the under shipment in prior quarters.

Someone asked why the think their controller sales will not reach the previous MRVL sales peak, and the MRVL response confirms that MRVL has exited the client SSD controller market......this is big for SIMO.

So the simple way to think about it is, and again, understanding we have momentum in that business from a new design win point of view on the markets I mentioned. But if you look at the PC exposed portion, we did a pretty good job on the kind of the first transition I would say, when HDD was converting the SSD. And if you remember over the last few years we've sort of manage that HDD going down by winning new designs in SSD.

We've said even going back to our Analyst Day that, that remaining HDD to SSD conversion and notebooks, which is typically at the lower end. When that conversion happens we're probably not going to benefit from that.

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From: Elroy9/3/2019 2:47:20 AM
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I think Lite On was the rare module makers that does not use SIMO SSD controllers, but not really sure.

Toshiba Memory Holdings Corp. is buying LITE-ON’s SSD business for $165m.

en.chinaflashmarket.com

Nobuo Hayasaka, acting CEO of Toshiba Memory Holding Corp., released a prepared quote: “LITE-ON’s Solid State Drive business is a natural and strategic fit with Toshiba Memory and expands our focus in the SSD industry. This is an exciting acquisition for us, as it positions us to meet the projected growth in demand for SSDs in PCs and data centres being driven by the increased use of cloud services.”

LITE-ON is a Taiwan-based business supplying optoelectronics, storage, semiconductors and other devices. The company set up its LITE-ON Storage SBG SSD business in 2008 and designs, develops and makes SSDs in-house. The company uses Toshiba 96-layer flash in its EP4 PCIe SSD.

In May this year LITE-ON ranked third worldwide for PCIe SSD revenues as of the first quarter of 2019, as reported by Forward Insights.

Toshiba will own the LITE-ON SSD brands, operations, assets including equipment, workers, intellectual property, technology, client and supplier relationships and inventories, and gets access to its channels. These include LITE-ON’s relationships with PC suppliers such as Dell.

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To: Elroy who wrote (2081)9/3/2019 2:49:01 AM
From: Elroy
   of 2182
 
Mass-production! YMTC’s 64-layer 3D NAND flash is ready.

en.chinaflashmarket.com

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From: Elroy9/17/2019 8:24:29 AM
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Kingston, ADATA, and Tigo Took Top Three in TrendForce’s 2018 Ranking of Branded SSD Module Makers by Market Share for Channel-Market SSDs


https://www.dramexchange.com/WeeklyResearch/Post/2/8408.html


TrendForce’s latest analysis of the SSD market finds that the total worldwide shipments of branded SSDs bound for the channel (retail) market in 2018 reached around 81 million units, showing a huge increase of 50% from 2017. Kingston Technology, ADATA Technology, and Tigo retained first, second, and third place respectively in the ranking of branded SSD module makers (excluding NAND Flash suppliers) by market share for channel-market SSDs.

According to TrendForce’s data, NAND Flash suppliers (including Samsung, WDC, Micron, SK Hynix, Intel, etc.) accounted for about 35% of the total SSD shipments to the channel market in 2018. The shipment share of the dedicated SSD module makers (including brand and white-box manufacturers) for the same year came to almost 65%.

Lastly, TrendForce’s analysis indicates that the major suppliers of SSD controller chips now consider Mainland China as their main battleground because SSD module makers there are showing huge growth potential in the channel market. Specification-wise, the mainland-based module makers are increasingly demanding solutions that can support 92/96L TLC 256/512Gb and 96L QLC 1Tb Flash in the second half of this year (2H19). It should be noted that volume production for 96L QLC 1Tb Flash could begin as early as this fourth quarter. Controller chip suppliers that want tap into the demand from Mainland China will have to extend their product lines to cover SATA DRAM-less solutions as well as PCIe G3 DRAM-less solutions for the mid-range/low-end segment. The competition among controller chip suppliers in offering mid-range/low-end PCIe G3 solutions is expected to become very intense in the 2019-2020 period.

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From: Elroy9/19/2019 9:31:11 PM
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DDN Announces Acquisition of IntelliFlash Enterprise Storage Business Unit from Western Digital

finance.yahoo.com

Not sure what to make of this one. I thought the NAND makers wanted to move more into the system area, and less in the raw NAND sales. This move seems the opposite direction for WDC.

No purchase price, or info about sales.

I wonder if DDN bought WDC's enterprise controller team?

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From: Elroy9/21/2019 8:26:30 AM
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Best SSDs 2019: From Budget SATA to Blazing NVMe

tomshardware.com

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From: Elroy9/24/2019 8:19:47 AM
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SIMO finally began shipping Shannon Open Channel SSDs to Ali Babba in Q3 this year. If they work and become an integral part of Ali Babba's infrastructure that product line could be the company's biggest in the next few years.....

Alibaba Unveils Five-Year Goals for China Consumer Business

finance.yahoo.com

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