Analysts Say We Are Headed For a Flash Memory Price Crash (techspot.com)
With the industry currently facing a very large surplus of NAND flash memory, analysts suggest we could see very significant price drops in SSD and even DRAM in 2019. They say to expect a price correction over the next several quarters. Techspot reports: Jim Handy, a market analyst with Objective Analysis, predicts that the flash memory industry is headed for a "downward pricing correction" in 2019, if not a full-on collapse. If prices crash, we could be looking at NAND prices as low as eight cents per gigabyte. At last week's Flash Memory Summit, Handy said that even without a full collapse, the downturn will be the biggest "price correction in the history of semiconductor products."
The Register reports that currently, NAND flash prices are hovering around $0.30/GB. A 66-percent dip would bring SSDs into a more competitive range to HDDs causing cannibalization leading to a downturn for some manufacturers like Seagate and Western Digital. Manufacturers could allocate more NAND to producing DRAM, but this, in turn, would result in an oversupply in that sector. If Handy's predictions pan out, the industry could be in for a 25-percent price reduction in NAND and a 75-percent drop for nearline/high-cap SSD's. This could result in significant stock valuation shifts for some manufacturers.
The Register reports that currently, NAND flash prices are hovering around $0.30/GB. A 66-percent dip would bring SSDs into a more competitive range to HDDs causing cannibalization leading to a downturn for some manufacturers like Seagate and Western Digital. Manufacturers could allocate more NAND to producing DRAM, but this, in turn, would result in an oversupply in that sector. If Handy's predictions pan out, the industry could be in for a 25-percent price reduction in NAND and a 75-percent drop for nearline/high-cap SSD's. This could result in significant stock valuation shifts for some manufacturers.
Are you saying the collusion is over?
This $0.30/GB price fixing bullshit should have been over with years ago.
Looking forward to spending under $100 for a 1tb 2.5inch laptop drive. I'd also like to get a nice fat 512gb m.2 chip as well.
I can't justify their current prices. It was only a matter of time for the prices to drop. A collapse is a good thing!
Demand for flash storage will be very high if flash storage becomes very cheap. Equilibrium won't be at a very low price.
While Flash has been steadily dropping in price for the past decade, DRAM has been jumping in price, nearly quadrupling over the past two years. If a Flash price crash will cause fabs to switch over to DRAM and bring those prices down, I say it can't happen soon enough.
Does that mean we can expect lower prices for smartphones and laptops that contain flash storage? Or would it only affect the prices of storage itself, like standalone internal and external SSDs, microSD/TransFlash cards and USB flash drives?
For a long time, I've looked at the additional cost of $number gigabytes of additional flash storage on smartphones and laptops (especially smartphones), and I can't justify that cost. If laptops don't come down in price but standalone internal SSDs do, an attractive solution would be to buy the laptop with the smallest-capacity storage option as well as a cheap large-capacity internal SSD, then perform the replacement.
Spinning platter drives have been the same price per Gb for a decade.
Only the State obtains its revenue by coercion. - Murray Rothbard
Where does the article say dumping?
Musk Derangement Syndrome or (MDS)???
In spring 2011, 2TB drives were advertised as low as $49.
You can already find SSDs that cost $0.15-$0.20/GB, so their numbers are already a bit off. I do expect prices to drop though as that's been the general trend. The net effect will likely be something close to a fire sale of in-stock 120GB drives and the new norm will be a higher capacity (512GB perhaps?) to guarantee there's sufficient margins. In any case, it's an interesting situation to be in and I'm glad prices have dropped so much as SSDs are so much nicer than HDDs.
The fewer moving components that are put in computers the better! I still remember reading posts on /. which declared the price of FLASH storage would never drop below the price of HDD storage. I'm looking forward to the world of solid state storage everywhere.
Anons need not reply. Questions end with a question mark.
I need a cheap 2x16GB kit for my laptop.
While I welcome the thought of RAM and Flash dropping in price significantly, they have a long way to go to catch hard drives in terms of $/TB. Bits stored on SSDs are still about 10x more expensive. Even if they fall to where they are only twice as expensive, you still would not see a mass migration of all those petabytes of data stored around the world to them. If the price drops, I will likely buy more RAM and SSD space. I would love to put 64 GB of RAM and a 2 TB SSD in my next build without breaking the bank. I still would not completely abandon the good old HDD though.
If you've been building/buying computers for a while, you've seen numerous cycles of high/low memory prices. It's not collusion. It's simply production lagging as it tries to match changes in demand.
Those without the math background to understand differential equations and harmonic oscillation don't understand why a phase shift should exist, so incorrectly attribute it to collusion all the time. Yes sometimes it's collusion. But even in the complete absence of collusion, it will still happen.
I'm planning on buying a few 2.5" SSDs and enclosures to back up my music and movies for long term archival/storage, since a mechanical HDD isn't the best to stick on a shelf for years at a time in between uses. SSDs aren't perfect, but they have no moving parts and are harder to damage (BluRays and DVDs can get scratched and degrade over time). SSDs should last a long while for a back up medium that's only occasionally written to. Right now I back everything up by BluRay and a couple external HDDs and it makes me nervous.
I figure if they get cheap enough, I'd buy a few 512GB SSDs and use them as giant flash drives, and have a couple hanging off my router for shared network drives.
> ... collusion in the RAM market ...
It gonna be over, because by 2020 or there will be 3 new sources for DRAM --- from China
I know this is backed by sla shitton of scientific evidence nowadays, but it always surprises me, how casually Americans consider antisocial asshole behavior, or even psycopathic behavior, as "just normal" or "just business"...
Yes, if you need money, and can murder somebody, to take all their money, without ever getting caught, ... then doint it is "just" rational.
Doesn't mean it is sane behavior for heathy actual human beings!
Seriousy, *this* right here is the actual core of all the reasons the USA and capitalism are hated so much in the world.
It has nothing to do with the US or capitalism per se. The US has wonderful people, and businesses and money are quite useful inventions. Only t antisocial psycho asshole behavior is what makes them evil and wrong.
...if spinning rust disappears from the market!
Harvest 'em while you can. Get a crate of dead drives from the local recycler, and strip all the magnets. You'll be telling your mystified grandkids about the glory days when incredibly-powerful magnets were just free for the taking, for anyone willing to wield a screwdriver.
About 2 years ago, when I started putting 480GB SSDs in things, I commented that I'm probably never gonna buy another spinning drive in my life. SSDs are at the point where they can meet my entire workstation need, with the large archival backup stuff still satisfied by spinning rust, but I said by the time that array needs replacing, 2TB or 4TB SSDs would probably be affordable.
Here we are 2 years later and I have a 2TB SSD sitting right here, and if this crash happens, I'd have no problem buying a handful more next year, right around the time I fill the array...
It's happening!
Apple will still be charging $100 more for a 32GB increase in storage...
Odin bless capitalism!
Ferret
Sic gorgiamus allos subjectatos nunc