OBJECTIVE ANALYSIS Semiconductor Market Research

 

REPORTS
OBJECTIVE ANALYSIS offers thorough reports on matters important to the semiconductor market via the web or directly through our analysts. The following list gives some of our more recent offerings.

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REPORTS

  • How PC NAND Will Undermine DRAM
  • Are Hybrid Drives Finally Coming of Age?
  • Putting SSDs to the Test
  • Solid State Disk Market Outlook
  • The Enterprise SSD: Technologies & Markets
  • Intel's Braidwood: Death to SSDs?
  • Understanding the NAND Market
  • Flash Packaging: What Phone Makers Want and Why

BRIEFS

  • Why DRAM Vendors Must Consolidate

ALERTS (Free - Scroll to bottom of page)

  • Micron's Appleton Killed in Plane Wreck
  • Micron & Hynix Prevail in Rambus Suit
  • LSI Acquires SandForce
  • SanDisk Acquires Pliant Technology
  • Look at AMD Before Thinking It Should License ARM
  • Italy Proposes PV FIT Reductions
  • Seagate and Samsung "Combine" HDD Businesses
  • Texas Instruments to Acquire National Semiconductor
  • Japan Earthquake Update
  • Major Earthquake Hits Japan
  • Western Digital to Acquire Hitachi Global Storage Tech
  • Powerchip to Become PC DRAM Foundry for Elpida

  • Toshiba NAND Fab Suffers Power Outage

  • Micron to Acquire Numonyx
  • Microchip to Acquire SST

  • Samsung, Rambus Settle Patent Litigation

  • Seagate Finally Unveils SSD Offering

  • Jim Handy to Speak at Bell Microproducts SSD Seminar

  • Micron & Intel's 32nm 3-bit NAND Arrives

  • ReNECas: The Merger of Three MCU Companies?

  • Spansion Settles with Samsung

  • Italy Earthquake Threatens Micron Fab

  • Spansion Files for Chapter 11 Protection

  • Spansion President Resigns

  • Qimonda Petitions for Insolvency Proceedings

  • Intel & Hitachi Co-Develop Enterprise SSDs

  • Spansion Sues Samsung

  • Samsung Withdraws SanDisk Bid

  • Toshiba to Acquire 30% of SanDisk's Share of JV Production

  • Micron to Buy Out Qimonda's Share of Inotera

  • Samsung Goes Public with SanDisk Offer

  • Intel & Micron Skip 40nm Process - Jump to 34nm

  • Hynix China Fab Suffers Power Outage

  • Seagate Fires First Volley at SSD Maker STEC

  • Numonyx Makes its Debut

  • Micron/Nanya MOU - Qimonda's Bane or Boon?

  • Power Outage in Korea: Six Samsung Fabs Closed

  • Earthquake in Japan - Little Fab Impact Expected

  • Intel & ST Create New Flash Company
  • Apple Story Portends NAND & DRAM Shortage
  • Earthquake in Japan - No Fabs Reporting Losses
  • Hynix & SanDisk Cross-License NAND & Form JV
HOW PC NAND WILL UNDERMINE DRAM
Now Available
DRAM growth has been driven by PC sales since the early 1980s, but that is about to end.  Benchmarks prove that NAND flash yields more speed per dollar than DRAM.  This study explains how NAND will displace DRAM in PCs, leading to a steady decline in DRAM revenues for the foreseeable future.

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ARE HYBRID DRIVES FINALLY COMING OF AGE?
Now Available
After several false starts hybrid HDDs are poised to break into the PC market, along with other technologies that insert NAND between HDDs and DRAM. This study to explains these technologies, their potential market, and how the NAND, PC, SSD, and HDD markets will be impacted.

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PUTTING SSDS TO THE TEST
Now Available
How do you choose an SSD? This groundbreaking study cuts through the confusion by profiling 17 SSDs and one enterprise HDD.  Test results show differences between SSDs to help SSD users to determine which SSD is the best fit for a given workload.
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(This product does not have a single-user license)


SOLID STATE DISK MARKET OUTLOOK
Now Available
This report takes an exhaustive look at the Solid-State Disk (SSD) markets for notebook & desktop PCs, the enterprise, and other applications with technical information, market dynamics, a forecast, and a competitive analysis of 28 noteworthy SSD makers.  Read this to understand users' wants and needs, the competitive landscape, and market drivers.

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THE ENTERPRISE SSD: TECHNOLOGIES & MARKETS
Now Available
This update to the acclaimed Objective Analysis enterprise SSD report: Solid State Drives in the Enterprise, gives an in-depth look at the reason for SSDs' success in this market and predicts further developments.  This highly-expanded 104-page report adds considerable depth to the market analysis and enhances the top-down and bottom-up forecasts (based on 22 end markets) with a breakdown by interface.
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INTEL'S BRAIDWOOD: DEATH TO SSDS?
Now Available

In 2010 Intel will introduce Braidwood technology, placing NAND on the mother board and threatening SSDs in the PC, assuming that this is not a repeat of the Vista Turbo Memory debacle, that is. Purchase this study to understand Braidwood, its potential market, competing technologies, and how the NAND, PC, HDD and DRAM markets will be impacted.
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DIGITAL STORAGE IN CONSUMER ELECTRONICS 2009
Now Available
This report, co-authored by Coughlin Associates and Objective Analysis, dissects the consumer electronics market for mass-storage devices and uses this information to predict long-term storage consumption trends in this market. The report explains how consumers' needs will change over time, and how this will impact the choice of storage technology for each of several high-volume consumer devices.
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Understanding the NAND Market.
Now Available

NAND flash in its short life has gone from insignificant sales to become a $16 billion market in under ten years.  This product,  the fastest-growing technology in the history of the semiconductor market, is poised to displace DRAM as the leading semiconductor memory.  Our study examines NAND as a market, and explains how and why this technology has been able to grow so fast, and what is likely to come over the next five years.
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FLASH PACKAGING: WHAT PHONE MAKERS WANT & WHY
Now Available
Cell phone handsets are the most important market for flash multichip packages.  Although there is widespread sentiment that the NOR/PSRAM stack in current handsets will soon give way to NOR/NAND stacks, NOR/LP-DRAM stacks, NAND/LP-DRAM stacks, Objective Analysis has found compelling evidence that this is not the case. This report investigates how and why the MCP market behaves as it does, and is designed to help chip makers and chip purchasers understand the market and plan their strategic moves.
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OBJECTIVE ANALYSIS BRIEFS
The Objective Analysis Brief is a very short report format used to make a succinct statement about market positions, current events, economic outlook, or a company's or product positioning.


Why DRAM Vendors Must Consolidate
There is a lot of talk about consolidation in the DRAM and NAND markets today, but few truly understand why consolidation really happens.  In this brief Objective Analysis shows how fab costs drive smaller players to leave the business.
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F
REE DOWNLOADS

The following list gives an example of Objective Analysis' more brief documents - our White Papers and Alerts. These samples can be downloaded free of charge simply by clicking on the document's name.

Come back from time to time for updates to this list.

OBJECTIVE ANALYSIS ALERTS
Objective Analysis Alerts are 1-2 pages of event-driven analysis delivered via e-mail. If you would like to subscribe to our Alerts, Send an e-mail to our subscription address by clicking on the hot link to the right. Add to e-mail list.

3 February 2012
Micron's Appleton Killed in Plane Wreck

16 November 2011
Micron and Hynix Prevail in Rambus Suit

27 October 2011
LSI Acquires SandForce

17 May 2011
SanDisk Acquires Pliant Technology

29 April 2011
Look at AMD Before Thinking It Should License ARM

21 April 2011
Italy Proposes PV FIT Reductions

19 April 2011
Seagate and Samsung "Combine" HDD Businesses

6 April 2011
Texas Instruments to Acquire National Semiconductor

23 March 2011
Japan Earthquake Update

11 March 2011
Major Earthquake Hits Japan

7 March 2011
Western Digital to Acquire Hitachi Global Storage Tech for $4.3 Billion

31 December 2010
Powerchip to Become PC DRAM Foundry for Elpida

8 December 2010
Toshiba NAND Fab Suffers Power Outage

10 February 2010
Micron to Acquire Numonyx

3 February 2010
Microchip to Acquire SST

1 February 2010
Intel and Micron Introduce 25nm NAND

21 January 2010
Samsung, Rambus Settle Patent Litigation

8 December 2009
Seagate Finally Unveils SSD Offering

16 October 2009
Jim Handy to Speak at Bell Microproducts SSD Seminar

11 August 2009
Micron & Intel's 34nm 3-bit NAND Arrives

16 April 2009
ReNECas: The Merger of Three MCU Companies?

8 April 2009
Spansion Settles with Samsung

8 April 2009
Italy Earthquake Threatens Micron Fab

2 March 2009
Spansion Files for Chapter 11 Protection

3 February 2009
Spansion President Resigns

23 January 2009
Qimonda Petitions for Insolvency Proceedings

2 December 2008
Intel & Hitachi Co-Develop Enterprise SSDs

17 November 2008
Spansion Sues Samsung

21 October 2008:
Samsung Withdraws SanDisk Bid

20 October 2008:
Toshiba to Acquire 30% of SanDisk's Share of JV Production

13 October 2008:
Micron to Buy Out Qimonda's Share of Inotera

19 September 2008:
Samsung Goes Public with SanDisk Offer

29 May 2008:
Intel & Micron Skip 40nm NAND Process - Jump to 34nm

20 May 2008:
Hynix China Fab Suffers Power Outage

14 April 2008:
Seagate Fires First Volley at SSD Maker STEC

31 March 2008:
Numonyx Makes its Debut

4 March 2008:
Micron/Nanya MOU - Qimonda's Bane or Boon?

3 August 2007:
Power Outage in Korea: Six Samsung Fabs Closed

17 July 2007:
Earthquake in Japan – Little Fab Impact Expected

22 May 2007:
Intel & ST Create New Flash Company

27 April 2007:
Apple Story Portends NAND & DRAM Shortage

24 March 2007:
Earthquake in Japan – No Fabs Reporting Losses

21 March, 2007:
Hynix and SanDisk Cross-License NAND & Form JV

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