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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: storage_savant who wrote (3726)	5/14/2018 10:21:36 AM
From: SiliconAlley	Respond to of 4828

This is a generalization that isn't always correct. Of course its a generalization, a general principle of vendor migrations. The point is that NAND revenue per smartphone remains relatively constant over time, it doesn't trend up over time. This was exactly Art's original argument Art's original argument was a denial of declining smartphone shipments (asserting that the rate of increase was slowing, that shipments weren't declining), something that no one in the industry denies. While Art stated that that the basis of the author's assertion was a decline in QCOM revenues, the author of that article he cited made no connection between QCOM revenues and smartphone shipments.

To: storage_savant who wrote (3726)	5/14/2018 10:38:23 AM
From: SiliconAlley	Read Replies (1) \| Respond to of 4828

MCP stands for multi chip package. So MS predicts the average number of memory chips in a smartphone will increase. This will result in more revenue on average per smart phone, even when incorporating per chip price declines. This is not at all what they are saying. Multichip packages combine NAND and DRAM into a single module, and are cited as being lower margin products. MCP's are typically used in lower end phones with less memory capacity. This is not a way of increasing the number of NAND chips in smartphones.