The falling price of NAND and subsequent downwards spiral of SSD unit prices have prompted Toshiba to attempt a price hike by stopping or reducing its output by an overall margin of 30% for a couple of months.
We discussed Toshiba’s strategy in detail here.
Micron was quick to take advantage of Toshiba’s move and has flooded the market with its own SSDs and this led to a huge shipments increase in this sector.
The unit prices, on the other hand have fallen as the total SSD revenue increase was only at 33%, therefore the prices have fallen despite Toshiba’s temporary reduction in production.
Now that Samsung has moved to 21nm manufacturing and uses TLC technology on top of that, the prices will surely continue to fall.
Toshiba is already manufacturing NAND in 19nm technology and, although Intel will not move to a finer process until next Spring, the SSD market will grow especially based on prices going down.
As we can see from Micron’s results, the profitability is also going down considerably and it now seems that smaller, independent SSD makers such as OCZ are not going to be able to stand on their own anymore.
Historic characters such as OCZ’s chief financial officer Mr. Art Knapp or the well-known CEO Mr. Ryan Petersen are leaving the company exactly before OCZ is getting ready to release an alleged revolutionary controller.
We’ve discussed about OCZ’s new Aragon RISC processor here and we also unveiled the company’s future SSDs here, so the prospects of the company should be looking good for the next year.
Art and Ryan leaving the company are hinting an opposite outcome.
Moreover, the fact that SSD prices are on the same steep downward slope despite one of the big NAND players has been trying its best to create a modest “void” on the supply side to increase or stabilize prices in the face of increasing demand, is prompting us to expect significant changes in the SSD world.
Via: SSD Prices Continue to Fall as Shipments Increase - A Storm May Be Coming
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