Micron’s MLC NAND
Micron Technology (MU) has attained cost leadership in the NAND (negative AND) market, and it continues to invest in advanced nodes to maintain its leadership position. At the same time, it’s focusing on increasing the cells per NAND.
At Micron’s 2018 Investor Day, its head of technology development, Scott DeBoer, stated that the company has always been focused on MLC (multi-level cell) NAND. It has increased the mix of TLC (triple-level cell) NAND from the single digits in 2013 to 80% in the fiscal second quarter of 2018. Micron also launched the industry’s first QLC (quad-level cell) in collaboration with Intel (INTC).
Micron’s high-value NAND solutions
Micron is also focusing on high-value NAND solutions to mitigate the impact of falling NAND prices. At its 2018 Investor Day, Micron’s chief business officer, Sumit Sadana, stated that the company has focused its NAND product mix on SSDs (solid-state drive) and managed NAND, increasing their contribution from 21% in 2013 to ~40% in 2017. It expects to increase the share of these high-value solutions to 80% by 2021.
Client and cloud and enterprise NAND solutions
Sadana stated that Micron is increasing its market coverage by expanding its product offerings in both the client and cloud and enterprise spaces. It has already increased its share in the client and enterprise SATA SSDs and is now developing NVME (non-volatile memory host) products for clients and the cloud space. These products are expected to launch later this year.
Sadana stated that in the managed NAND space, Micron has more than doubled its market share in just one year with its MCP (multi-chip packaging) offerings, and it’s now launching discrete NAND solutions.
Overall, Micron expects memory market demand to continue to increase and supply growth to moderate in the coming four years. During this time, it’s strengthening its market position by focusing on cost leadership and high-value solutions in both DRAM and NAND.
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