WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

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Nov 21 9:30 AM EST

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To: Unwelcomeguest who wrote (3704)	5/8/2018 4:41:09 PM
From: Art Bechhoefer	Read Replies (2) of 4828

The article you cited assumes a total decline in shipments of smartphones and related devices, basing that assumption on, among other things, a 44% decline in Qualcomm revenues. That is quite misleading, in that Qualcomm's lower revenues come from two key customers not paying any royalties whatsoever – Apple, and purportedly Huawei. So the assumption of lower memory chip demand is flawed, to say the least. More likely, there is a measurable decline in the rate of increase in demand, based on device unit sales (i.e., actual sales of smartphone units). At the same time, it is also true that memory capacity of smartphones is increasing. The more accurate measure would be shipments in total bits, rather than in memory chips themselves, because some additional profit accrues from the sale of higher capacity memory chips. As to lack of comments in recent days, that can be attributed to consistent efforts of mainly one participant to denigrate many other constructive comments, which is not a good idea on a site dedicated to constructive comments. Art

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