SSD Penetration in Ultrabooks to Hit 85% This Year: DRAMeXchange

Sep 28, 2012 Ι Industry In-Focus Ι Electronics and Computers Ι By Quincy Liang, CENS
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Taipei, Sept. 28, 2012 (CENS)--The increasingly high penetration of Solid State Drive (SSD) in Ultrabooks are expected to further drive up many Taiwanese suppliers' revenues this year, according to industry sources.

Over 85% new Ultrabooks adopt SSDs, and Apple's new iMac notebook PCs are further drive the overall SSD market revenue up by 60% this year to record about US$3 billion, from about US$1.8 billion in 2011.

Lite-On IT Corp. has won SSD orders from four Ultrabook vendors, and the firm's SSD shipments in the first eight months grew more than 200% from the same period of last year. The firm aims to tap into the SSD supply chains of the world's top-five Ultrabook vendors this year.

Lite-On IT had consolidate revenue of NT$4.64 billion (US$154.7 million) in August, up 10.4% month-on-month (MoM); while both of the company's SSD revenue and shipments in the month grew by more than 40% MoM. The firm's SSD revenue has accounted for 10% of overall. In the first eight months, the firm's SSD revenue grew by 300% YoY, and shipments 200%.

DRAMeXchange, a business division of TrendForce Corp., pointed out that this year the SSD market would show a high growth trend, though sales of such products in the second quarter were worse-than-expected due mainly to the poor global economic performance. In addition to the 128GB to 256GB SSDs, the company said, smaller-capacity SSDs are increasingly popular in price-competitive Ultrabook models.

Several companies in Taiwan have been aggressively developing business deployments in SSD products, including memory-module makers Adata Technology Co., Ltd., Transcend Information Inc., and Apacer Technology Inc.. They are actively developing PC-use SSDs, while also venturing into higher-margin industrial-application SSDs.

DRAMeXchange forecast that more than 85% of new Ultrabook models would introduce the SSD hybrid solutions by simultaneously using 24G/32G SSD and conventional mechanical hard drives.
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