Industry sources report NAND flash memory is getting a big boost from PC vendors that adopt the memory for their low-cost PC systems. Data from inSpectrum shows quotes for 8Gb MLC NAND flash ships gone up 14-16% while prices of 16Gb and 32Gb chips shot up 10-13% due to higher demand.
First-tier vendors such as Dell, Hewlett Packard (HP), and Acer are expected to adopt embedded solid state drives (SSDs) for the low-cost notebooks that they are launching later this year, the sources noted.
The low-cost notebooks will feature SSDs ranging from 1-8GB, and it is estimated that each notebook will need 8-10 NAND flash chips, the sources said. With the low-cost notebook market expected to reach 20 million units this year, demand for NAND flash chips from the low-cost notebook market will amount to 200-300 million units, the sources added.
The total NAND flash chip output this year is estimated to reach 3-3.2 billion units, meaning the low-cost notebook market will account for about 6-8% of total NAND flash output, the sources noted.