MKW Ventures Reports and Analysis Presentations Available for Clients

NAND/SSD Markets

• Planar NAND Cost components and cost trends
  • Yields, Wafer cost, Assembly/packaging costs, Test costs
• 3D NAND technology, cost components, and predictions
  • Yields for all technologies
  • Wafer cost today and in future
  • Cost impact of additional layers and implications
  • Assembly/packaging costs
  • Test costs
  • Comparison of all major vendors
    
• NAND Pricing by target market and quality levels and manufacturing differences

• 3DXP Cost today and each year in future. Intel 3D XPoint Revenue each year DIMMS and SSDs OPTANE
• RRAM Costs today and each year in future 

• SSD Cost analysis
  • Cost models for client and enterprise SSDs    
  • NAND vs other BOM components and testing

• SSD market analysis: interface predictions (SAS, SATA, PCIe) and Form Factor 

• SSD market analysis: HDD replacement, Cache, density, performance

• SSD Market analysis: SWOT analysis of top SSD OEMS, Market share, and future market leaders

Optane DIMM Performance and Cost in Applications
Cost_and_Performance_of_some_Optane_DIMM_Options.pdf
200.0 KB

Memory Cycling Performance: Why it is not as simple as you might think
Cycling_performance_in_Memory.pdf
173.8 KB

NVMe SSD Market Growth Through 2025. It will dominate capacity
Trends and Forecast for NVMe- NVMe DD FINAL FORMAT.pdf
217.9 KB

NAND (and other Memory) Cost Model. Chips from every company with details cost analysis

NAND Cost Model PRESENTATION sept 2018.pdf
379.3 KB

PRESENTATIONS FROM Flash Memory Summit FMS 2018

3D XPoint, Optane Persistent Memory, Emerging Memory, MRAM, NVDIMMs, ReRAM

FMS 2018 Powerpoint XPOINT - MARKS REV FINAL.pdf
280.2 KB

FMS 2018 emerging memory rev FINAL.pdf
0.6 MB

PMEM FMS 2018 Persistent Memory Presentation-SESSION REV FINAL.pdf
0.5 MB

FMS 2018 Persistent Memory Presentation-class REV FINAL.pdf
0.7 MB

MRAM Developer Day 2018 MRAM Markets-WEBB Rev FINAL.pdf
231.0 KB


PRESENTATIONS From FMS 2017

3D Xpoint ReRAM 3D NAND

RRAM Status and Forecast FMS 2017 REV 2.pdf
255.6 KB

life after flash FMS 2017 REV 2.pdf
185.1 KB

3D NAND Status and Roadmap 2017 FMS REV 3.pdf
233.4 KB

3D Xpoint Status FMS 2017 REV 3.pdf
217.1 KB

PRESENTATIONS From FMS 2016


NAND Market overview and Predictions
FMS_2016_Business_of_NAND_final.pdf
1.1 MB

3D Xpoint Technology and Predictions
3D_Xpoint_Status_and_Forecast_FMS_2016_REV_2.pdf
191.0 KB

RRAM Technology and Predictions
RRAM_Status_and_Forecast_FMS_2016.pdf
239.5 KB