Huirong Technology pointed out that although the overall revenue in the third quarter compared with the previous quarter decreased by 4%, but the industrial-grade embedded FerriSSD and Shannon enterprise-class SSD solution revenue growth of 50% in the third quarter market NAND Flash sufficient supply , But the price remains high, resulting in the market to reduce the number of Client SSD shipments due to a substantial increase in industrial and corporate market demand, less affected by the price, shipping is not affected but grow.
In its market development and product development, Micron launched the Crucial BX300 in the third quarter, using the company's SATA3 SSD control chip and officially launched a large number of shipments in the third quarter to launch a series of the latest generation of PCIe The NVMe SSD control chip, SM2262X, SM2263 and SM2263XT, which supports the BGA DRAM-less, are also available for major customer designs and are expected to be available in the next quarter.
Huarong Technology General Manager Goujia Zhang said that the third quarter NAND Flash significantly increased supply, is conducive to Ferri industrial BGA SSD and Shannon enterprise-class SSD solution shipments.In addition, although the NAND Flash supply increased, the price is still high No time, the temporary impact on the overall growth of Client SSD market.As previously expected, the company's eMMC control chip is also NAND manufacturers partners to mobile phone market supply to other applications and reduce revenue.
Gou Jiazhang also pointed out that the expected revenue in the fourth quarter will gradually resume growth, and in the next year with the 64-level increase in 3D NAND supply and NAND prices more rationalization and further growth; is expected this season Ferri industrial grade BGA SSD and Shannon's enterprise-class SSD solution customers will increase stockpile due to increased NAND supplies, and SSD control chip revenue will grow strongly as second-generation PCIe NVMe SSD control chips are in volume.