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Techno Systems Research Co., Ltd.

Research

Storage DeviceMemory (SSD, Memory Card)

Title

Flash Memory & HDD Industry Competition Analysis 2009 Edition

Pub Date
2009/1
Size & Pages
A4 : 122 Pages
Price
JPY400,000 (Japanese Ver./Hardcopy) JPY520,000 (Japanese Ver./Hardcopy + PDF)
US$4,800 (English Ver./Hardcopy) US$6,240 (English Ver./Hardcopy + PDF)
Outline
3 months has passed since the project proposal of this investigation.
In these 3 months, many movements occurred in the storage industry.

In 2008, just when deficient demand and oversupply lead to a deficit-ridden industry, the world crisis era came. Sales of existing application see sluggish growth, as one misfortune followed another.

The HDD industry as well, was talked about reports of company buyout and enterprise integration several times.
In the HDD industry, where most of the share is OEM business, hit hardly by recession, put a crimp on the demand in November 2008. Clouds gather over all associated companies in 2009.

What waits after this recession?

One conclusion in this report is

HDD to Flash Memory.

"Turning point of Flash Memory and HDD is 2012" is our analysis in this report.

PMP and Camcorder have high possibility of shifting to Flash Memory in full in the coming 5 years. Also, not only Note PC, but Desktop PC will drastically shift to Flash Memory in 2018.

3 more years until 2012.

The next "3 years" can be phrased as "respite of preparation period."

Although the HDD industry is entering a period of big re-selection, Flash Memory may drive out HDD, or Flash Memory industry and HDD industry may unite.

On what kind of positioning are each industry and maker of storage industry standing when Great Depression settles down and Flash Memory replaces HDD (= 2012) ?

The positioning in 2012 will give an indication of whether the maker will be in the successful group or screened out in 2018.

Flash Memory and HDD's competitive nature is analyzed by application including latest trend; the impact of week-to-week altering Great Depression, CES announcement and so on. This report analyzes power relationship of Flash Memory and HDD till 2018.

We hope this report can be an aid of business judgment towards 2012.
Contents
  1. Analysis chapter
    • Flash Memory Macro trend. 1 "Long-term trend of NAND Flash Memory"
    • Flash Memory Macro trend. 2 "When will be the best timing for each Applicationsto use Flash Memory !?"
    • HDD Macro trend. 1 "Long-term trend of HDD"
    • HDD Macro trend. 2 "Key to HDD market continuing ...
    • HDD Macro trend. 3 "When is the transition stage of the HDD business!?"
    • HDD Macro trend. 4 "Long-term trend of 1.3"/1.8" HDD"
    • HDD Macro trend. 5 "Long-term trend of 2.5" HDD"
    • HDD Macro trend. 6 "Long-term trend of 3.5" HDD"
    • HDD Macro trend. 7 "Long-term trend of Enterprise HDD"
    • Appendix. 1 "What is the exit strategy of each industry in the SSD age!?"
    • Appendix. 2 "What is the impact of the HGST-Intel cooperation!?"
    • Appendix. 3 "Strategy for Memory Card/ USB Memory to expel ODD Media!!"
    • Appendix. 4 "What are the effect and the influence of the USB 3.0 decision!?"
  2. Storage chapter
    • 2-1. NAND Type Flash Memory
      • 2-1-1. NAND Flash Memory Market Trend
      • 2-1-2. NAND Flash Memory Maker Share
      • 2-1-3. NAND Flash Memory Generation Shift
      • 2-1-4. NAND Flash Memory Price Trend (Quarterly)
      • 2-1-5. NAND Flash Memory Price Trend (Yearly1)
      • 2-1-6. NAND Flash Memory Price Trend (Yearly2)
      • 2-1-7. Stepper technological trend
      • 2-1-8. What is the limit of the cost reduction!?
      • 2-1-9. Flash Memory Maker Face Sheet
      • 2-1-10. Appendix: IR Information of NAND Flash Memory Makers
    • 2-2. SSD
      • 2-2-1. What is SSD!?
      • 2-2-2. SSD Entry Maker
      • 2-2-3. SSD Market Trend
      • 2-2-4. SSD Market Situation at 2008
      • 2-2-5. SSD Product List
    • 2-3. 0.85", 1" HDD
      • 2-3-1. 0.85", 1"HDD Market Overview
      • 2-3-2. 0.85", 1"HDD Maker Share
      • 2-3-3. 0.85", 1"HDD Capacity Trend
      • 2-3-4. 0.85", 1"HDD Price Trend
    • 2-4. 1.3", 1.8" HDD
      • 2-4-1. 1.3", 1.8"HDD Market Overview
      • 2-4-2. 1.3", 1.8"HDD Maker Share
      • 2-4-3. 1.3", 1.8"HDD Capacity Trend
      • 2-4-4. 1.3", 1.8"HDD Price Trend
      • 2-4-5. 1.3", 1.8"HDD Product List
    • 2-5. 2.5" HDD
      • 2-5-1. 2.5"HDD Market Overview
      • 2-5-2. 2.5"HDD Maker Share
      • 2-5-3. 2.5"HDD Capacity Trend
      • 2-5-4. 2.5"HDD Price Trend
      • 2-5-5. 2.5"HDD Product List
    • 2-6. 3.5" HDD
      • 2-6-1. 3.5"HDD Market Overview
      • 2-6-2. 3.5"HDD Maker Share
      • 2-6-3. 3.5"HDD Capacity Trend
      • 2-6-4. 3.5"HDD Price Trend
      • 2-6-5. 3.5"HDD Product List
    • 2-7. 3.5" HDD
      • 2-7-1. Enterprise HDD Market Overview
      • 2-7-2. Enterprise HDD Maker Share
      • 2-7-3. Enterprise HDD Capacity Trend
      • 2-7-4. Enterprise HDD Price Trend
    • 2-8. Appendix Data
      • 2-8-1. HDD Platter Capacity Trend
      • 2-8-2. HDD Shipping Trend Data Base
  3. Application chapter
    • 3-1. MP3 Player/ PMP
      • 3-1-1. MP3 Player / PMP Market Trend
      • 3-1-2. MP3/ PMP Maker Share
      • 3-1-3. MP3/ PMP Storage Trend
      • 3-1-4. Flash Memory adoption movement and future trend for MP3 Player / PMP
      • 3-1-5. MP3 Player / PMP Product List
    • 3-2. Camcorder
      • 3-2-1. Camcorder Market Trend
      • 3-2-2. Camcorder Maker Share
      • 3-2-3. Camcorder Storage Trend
      • 3-2-4. Flash Memory adoption movement and future trend for Camcorder
      • 3-2-5. Camcorder Product List
    • 3-3. Note PC
      • 3-3-1. Note PC Market Trend
      • 3-3-2. Note PC Maker Share
      • 3-3-3. Note PC Storage Trend
      • 3-3-4. Flash Memory adoption movement and future trend for Note PC
      • 3-3-5. Note PC product list equipped with SSD
    • 3-4. Desktop PC
      • 3-4-1. Desktop PC Market Trend
      • 3-4-2. Desktop PC Maker Share
      • 3-4-3. Desktop PC Storage Trend
      • 3-4-4. Flash Memory adoption movement and future trend for Desktop PC
    • 3-5. Car Navigation System
      • 3-5-1. Car Navigation System Market Trend
      • 3-5-2. Car Navigation System Maker Share
      • 3-5-3. Capacity Trend for Car Navigation System
      • 3-5-4. Flash Memory adoption movement and future trend for Car Navigation System
      • 3-5-5. Appendix: Market Trend of Car Navigation System and PND
      • 3-5-6. Car Navigation System Product List
    • 3-6. IT (Server/ Storage)
      • 3-6-1. Storage Market Trend for IT Server/ Storage
      • 3-6-2. Storage Trend for IT Server/ Storage
      • 3-6-3. Flash Memory adoption movement and future trend for IT Server/ Storage
      • 3-6-4. IT Server/ Storage Product List
    • 3-7. Other Applications
      • 3-7-1. Printer / MFP
        • 3-7-1-1. Printer / MFP Market Trend
        • 3-7-1-2. Printer / MFP Product List
      • 3-7-2. Game Market Trend
memory US$4,800