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About LinkBacksRead more.Should manufacturers migrate capacity to DRAM production instead?
Read more.Should manufacturers migrate capacity to DRAM production instead?
Oh boy, roll on next year then. The thought of replacing ALL drives with SSD would make me a happy man. Yes I know I'm easily pleased.
If only...
Can't help but feel the same way.Originally Posted by Faiakes
Yea, I doubt consumers will feel the benefit much, prices may normalise slightly but the bulk of the price drops will just result in higher profit margins that will be justified by R&D and shareholder demands + other unrelated expensive costs of whatever devices will include said chips.
Exaggerated example - "Oh, yeah, this device could have been £200 cheaper but we needed the 24k gold bezel to outshine competitors"
I have an issue with these figures - a quick glance at NewEgg shows that consumer SSD prices are already at 30 cents/GB - not really possible if NAND Flash is meant to be 30 cents/GB without considering the fixed costs of an SSD....
I mean, I'm not going to complain if that means consumer SSDs will come down to les than 10 cents/GB, but as things stand the claim of 30 cents/GB for NAND flash doesn't add up....
We all know they'll fabricate another story to keep prices inflated.
Inb4 pigeon flies into window at NAND factory, all factories must be shut down to apply anti pigeon paint and price sky rockets for the next 5 years.
aidanjt (17-08-2018)
Think I just saw a pig fly past my window.
No, he said pigeon. But if a pig hit the window that would be even more chaotic. Like at least 6 years, possibly more depending on the religion of the country where the factory is based.
lol, I'll believe it when I see it. I'm sure they'll find some 'issue' that will keep the prices high.
I'm still waiting on the prices of ssd's to get back to the £50 I bought my current 250gb 850 evo, let alone ram prices (yes I know different)....
I love the word could!
"Nand prices could rise to $100 per gigabyte next year"
"You could be paid $20 for every gigabyte you install next year"
And both statements are true - just not very likely!
Don't spoil a good story with facts!
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My broadband speed - 750 Meganibbles/minute
I mean anyone may think that someone wants to build a new PC, but then saw how much DRAM actually is.... sigh.If operations managers can predict the upcoming significant decline in NAND pricing they could instead migrate manufacturing capacity to making DRAM instead, suggested Handy in his presentation.
There will always be a reason not to lower the pricing, normally, shareholders.
Not going to happen. Worst case for them they move to 96 etc layers, and again margins go right back up as all the AI, Datacenter, etc, etc, sucks all the fast stuff up and we're left with junk gaming cards again. Common sense tells them to sell to the highest bidder until some stuff is left on the shelf. THEN, make a $200-900 consumer card
SSD's will not drop to 10c/GB...LOL. MU is best set to take advantage of the move, as they already went way early, and also left the old process running where samsung/skhynix shut down (no point in spinning up really, so MU has this mostly to themselves with whatever margin they choose) until DDR4 & GDDR5 die it seems mostly theirs. It would cost more to spin up old fabs than they'd make before both move on to pasture so MU make a good move in both ways, by keep old tech flowing (fabs at full run) and making leap to mostly new tech (taking slight hit a while back in prep for new tech paying off a few years later), and it's paying off now and will for the next few years. At that point poeple will be buying $16K enterprise 3dxpoint MU drives (now that we can move forward) and the market will wake up and price the stock at $120-$150 before realizing it's really going $150-200 like NV as markets are opening for both with large TAM's making them totally different companies today (not a PC memory stick company for MU, and not a gaming card company for NV today ethier). MU lowest analyst $64? high way over 120...LOL. They'll get it soon.
https://finance.yahoo.com/quote/MU/financials?p=MU
They literally quadruple their PROFIT Q vs. Q. and doubled from most of their best Q's ~2007 when the stock was about the same price, much weaker company, 20+ players (now like 3), etc etc. This company should be $150 especially with the 10B share buyback coming. Their TAM use to be gamers, but now it's gamer, visual, cars, AI, Gas, Oil, VR, RT, Medical, and on and on. It's getting difficult to justify selling a card to a gamer at ~40-60% margin on the gpu, when you can sell the same to content/enterprise etc customers who will pay 10-20x consumers for a few extra special features. Can't blame business for making money ASAP, it's their job and pays for the R&D that bleed down to the rest of us a year or two later.
There diff whole seller buyer vs retailer seller
They didn't say SSD's will drop to 10c/GB, they said NAND flash would. Those are not the same things, they all but spelt out the distinction in the article.
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