Falling NAND flash prices will be driving substantially the adoption of SSDs in notebooks this year, which Micron Technology executive VP and chief business officer Sumit Sadana also agrees will happen.
Notebook vendors are encouraged to adopt SSDs in their new-generation models amid the falling chip prices, according to Sadana. The NAND flash memory market remains oversupplied.
Micron has seen more of its OEM clients adopt QLC SSDs in their products, Sadana disclosed. Nearly 70% of the total notebooks and PCs shipped are now equipped with SSDs, said Sadana, adding that as high as 90% of the overall thin-and-light and commercial models shipped come with SSDs.
Sadana also expressed optimism about NAND flash demand for games consoles, which will play another driver of the market growth in the next several years.
Despite its oversupply, the NAND flash segment is poised to grow 19% in 2021 outpacing the overall semiconductor market's growth, Sadana said.
NAND flash bit demand is forecast to generate 30% growth 2021, Sadana continued. Fluctuations in NAND flash prices, at the same time, will lead to suppliers' capacity adjustments this year, Sadana said.
Sadana believes that the NAND flash market is shifting toward an equilibrium of supply and demand.
Article translated by Jessie Shen
