GLG News by Light Emitting Diode Evaluators

1. Intel Flash HDD replacement is meant to replace small HDD's, not the main HDD that is used in a notebook PC.2. The small sizes of this NAND flash product will limit it's application to embedded flash applications such as PDA's, cell phones, etc., and is similar to products already on the market from...

1. The cost of power is creating opportunities for more efficient power supplies to be used in servers farms.2. Although the power supply industry is slow to make changes in design topology (architecture) the cost of energy is forcing them to accelerate change.3. Smaller more efficient power supplies...

1. Flash memory pricing drop of 40% since December has caused Simpletech to sell it's consumer flash business.2. Only those firms who have access to low cost flash pricing through a manufacturing partnership (SanDisk/Toshiba) will be the long term survivors in this market that is dominated...

1. SanDisk has historically consistently cut prices to maintain market share on the retail level.2. The severe price drops of 40% in Q1 07 have hit all flash memory makers hard.3. The disappointing Q4 06 sales of M-Systems will cause SanDisk to make cuts, particularly on the USB drive side of the...

1. Spot NAND Price will soon drop under $5 per GB (8Gigabit part).2. By Q3 NAND pricing will probably be down to between $3.75 -$4 for 1GB product.3. Large NAND flash manufacturers will shift capacity to DRAM, but market for DRAM will flatten due to this additional capacity coming on board.4. SanDisk/Toshiba,...

1. Due to the number of lawsuits in the area of LED technology, there will be a number of cross licensing deals on both material IP technology, and application use technology among the LED vendors such as Lumileds (Philips), OSRAM, Nichia, Cree, etc.2. IP licensing will become critical in application...

Flash will not soon replace HDDs in computers.A 32GB SSD costs computer makers ~$300 at today's prices.  Compared to ~$15 for an 30GB hard disk drive.  A ten fold decrease in price will be a challenge.Hybrid Hard Disk Drives - those that use flash and traditional hard disk storage, will be...

1. LEDs continue to improve in performance and are on track to begin replacing other technologies, such as incandescence, in many applications.2. Almost weekly, LED manufacturers are making new claims for enhanced device performance based on improved light output coming from chip and technology and...

1. This is an attempt to come up with a NAND flash interface standard by some of the players in the NAND flash industry.2. This Open Flash NAND interface group is trying to address one of the issues that bedevils users of NAND flash.  That is, there is no standard interface.3. This is an example...

1. With spot market pricing approaching $5 for a 8Gbit (1GB) part, one of the key ways for Sandisk to keep gross margins up is to successfully move to the next generation of CMOS.2. It appears that Sandisk/Toshiba have beaten Samsung to the market with this next generation of CMOS.