DRAMeXchange: Surging tablet in 2011 will help the embedded NAND Flash demand

DRAMeXchange: Surging tablet in 2011 will help the embedded NAND Flash demand

Sep. 30th, 2010-According to DRAMeXchange, PC vendor and mobile vendors has been forced to accelerate the development and launch schedule of tablet PC given the rocking iPad sales. In order to compete with iPad, we have seen non-apple tablet PC are re-designed with more powerful processor, larger storage, and open software ecosystem(i.e. USB port and Adobe Flash support). In early September, Samsung launch new tablet PC “ Galaxy Tab”, leveraging with the advantageous in hardware such as processor and memory in Samsung and Google Android 2.2 at the purpose to against iPad. RIM(Research In Motion) officially announce of new tablet “Playbook” in 9/27. Different from other android tablet PC supported by other vendors, Playbook will be installed in RIM tailor-made O.S. “Blackberry Tablet O.S.” Playbook also can be synchronized with Blackberry smartphone via WIFI connection that seamless functionality such as push mail can be fully operated. Playbook will be primarily aimed on the commercial market at the linkage of blackberry smartphone users. DRAMeXchange expect few vendors will launch tablet PC in 4Q10 that 1Q11-2Q11 will be the time zone for major tablet launch timeline. We also expect 2010 tablet shipment will be forecasted on 15M units while above 36M units in 2011 given the more matured Android O.S. and broaden popularity. 

With the thinner and more dedicate outlook design that Tablet is, embedded NAND Flash become the good options for storage media with small form factors and better thermal condition. According to DRAMeXchange, embedded NAND Flash such as eMMC, on-board Flash storage and SSD alike become the major storage media in current Tablet PC designs. Mainstream NAND Flash capacity is 16GB and 32GB accordingly. We expect surging tablet PC will help to stimulate the demand for NAND Flash.