3D Xpoint Revenue and Bit Output

We presented bit output and revenue projections for 3D Xpoint at Flash Memory Summit this week. See details below











To calculate this, we modeled Fab wafer capacity, factory loading percentage, yields, die size, cost, pricing, etc and how those are projected to change over the next few years.

Charts are below, full presentation is on our website and Flash Memory Summit site. The full details on all of the parameters going into the model are available to clients

GB Output Projections:

3D Xpoint Revenue Projections:

See presentations for more info. Call to set up meeting to discuss monthly updates to 3D XPoint output, revenue, and status on 2nd Generation 3D Xpoint.

Mark Webb
www.mkwventures.com

See ALL Reports at www.mkwventures.com/reports.html

What's the Best Approach to Persistent Memory at FMS

I will be hosting a panel session on "What is the Best Approach to Persistent Memory" at Flash Memory Summit, Thursday at 2:10PM in Room GAMR 2. On the Panel we will have

• Rahul Advani, Netlist, VP Marketing
• Bill Leszinske, Retired Corporate VP from Intel NVM Solutions Group
• Arthur Sainio, Smart Modular, Director Product Marketing
• Pankaj Bishnoi, Everspin, Director of Business Development

We will discuss what the future of Persistent Memory is and what forms it will take. What is the memory, what is the speed, what is the density, how will we access it?

Stop by and bring you tough questions for the panel!

Mark Webb
MKW Ventures Consulting
www.mkwventures.com

Mark Webb, MKW Ventures at FMS 2019

 I will have a number of presentations at Flash Memory Summit this year. I also look forward to meeting with industry leaders and people who want to develop a better understanding of Memory, Storage, Markets, and which technologies will dominate the next 10 years. I will have updated NAND technology roadmaps and the costs for each company for 2018-2022 and update on where China is positioned in  NAND and DRAM technology.

MRAM Developer Day and Preconference Aug 5th

• Persistent Memory Preconference seminar: I will present an overview of persistent memory, applications, changes over the past year and my forecast for revenue over the next 5+ years. Persistent Memory is here and is real today Monday 8:30-Noon. Rm 206
•  MRAM Developer Day: We have a panel of experts presenting what the future of MRAM will be and how we will get there. I like to say that MRAM is a tale of two markets. Embedded and discrete with two sets of success criteria and two sets of challenges Monday 5-6PM Great America Room

Flash Memory Summit Aug 6-8, 2019

•  PMEM-102-1: Persistent Memory Part 2: Software and Applications Tuesday at 3:40. Market overview of Persistent Memory, Markets, revenue and what is needed to achieve the large CAGR that we are predicting. What has changed in the last year and what has not advanced like we hoped
• NEWM-102B-1: Annual Update on Emerging Memory Technologies Tuesday at 4.55. Here I will present a 1 hour presentation on the status of multiple new memories. What the advantages and disadvantages are for each. We have lots of new memories that have made progress, we will show where they stand on the Product Lifecycle for NVM. Some are shipping today with billions in revenue predicted. Some are 5-10 years from being in an actual product that you can buy. Bring your question on every memory technology
• “Chat with Experts Table”  (Tuesday 7PM). I will be hosting the table on 3D XPoint technology. Come ask questions and discuss the breakthrough memory, what is costs, how it is used, how and where it is made and when the competitors will join the fun.
• NEWM-201-1: 3D XPoint: Current Implementations and Future Trends Wednesday at 8:30AM. I will show new applications in the last year, Costs compared to other technologies, Updated revenue forecast, Bit shipments in 2019 and 2020 including Gen 2 Xpoint, Speed, Endurance. Plus address how development will move forward after the Intel/Micron breakup
•  PMEM-302A-1: What’s the Best Approach to Persistent Memory Today…and Tomorrow? Thursday at 2:10. I am hosting this panel session with experts on persistent memory to present what the future looks like and how will it change computing.

Call or text to set up a meeting and review the information 1:1

Mark Webb

www.mkwventures.com