Monday, November 28, 2016

3D Xpoint, Optane, RRAM Status and Forecast

Predictions for 3DXP and RRAM were presented at FMS in August 2016.

All the predictions are holding. We  are even getting updates on 3DXP delays and potential products

3DXP costs, RRAM costs, why they are great and whether they can compete with NAND.


All the details are here. call for more information!

http://mkwventures.com/reports.html


Mark

MKW Ventures Consulting, LLC
NAND, NVM, 3D Xpoint, RRAM, SSD




Business of NAND: Markets, costs, forecasts ... presentation available

I presented this presentation at FMS in August 2016. So far, the predictions are holding up...

3D NAND is growing methodically

3D Xpoint hype continues... products are getting delayed. RRAM and other competitors catching up.

SSDs are slowly encroaching in on HDDs... but we are years from SSDs outselling HDDs.

Enterprise is the best SSD application, but the volumes are relatively low so client SSDs dominate unit sales

We can make a SSD on a 16x20 BGA chip. Now we just need to get PC OEMs to adopt them. All the speed and lower cost in a space less than 1/3 the size of a small M.2

Costs, volumes, company revenues and more!

See presentation here

http://mkwventures.com/reports.html

Mark
MKW Ventures Consulting, LLC
NAND, NVM, 3D Xpoint, RRAM, SSD