Intel locking non-volatile memory market expectations this year revenue increase

Non-volatile memory refers to the qualified data function of the computer memory, even in the case of power will not lose data, such as smart phones now NAND memory, when power off your phone, cell phone store movies, songs, and the application software (App) are stored in phone memory, in order to open the phone after you can continue to read.

Intel for non-volatile memory proposed two strategies, one is to lock in a specific applications such as notebook computers, data center, and PC NAND storage market, the goal is to become a leading supplier.

XPoint is another 3 d, this is a Micron (Micron) and Intel has non-volatile memory together.Although 3 d XPoint in terms of capital cost is higher than NAND, manufacturing process is more complex, but the processing speed is more quickly than the NAND, cheaper than DRAM, 3 d XPoint will focus on storage application in the market, and replace the DRAM market in particular enterprise servers.

Intel predicted that in 2017 the company's non-volatile Memory Solutions Group (Non - Volatile Memory Solutions Group.NSG) revenue will grow more than 20%.

Madison.com bloggers Ashraf Eassa analysis pointed out that Intel store 3 d XPoint as applications or DRAM substitutes two purposes,Memory chipsPart of the revenue will be incorporated in the NSG, but in view of the Data Center market sales, in the form of a memory module, will therefore not be classified as NSG, but belong to the Data Center Group (Data Center Group;DCG).

So Intel expected 20% revenue growth, refers to the 3 d XPoint as solid-state drives (SSD) purpose of sales.NSG 2016 revenue of about $2.6 billion, from the absolute value is very handsome, but relative to the Intel revenues of $60 billion for only a small part of all the year round.In the long run, Intel's purpose is to hope to condense the NSG, as well as other small business such as programming solution (Programmable Solutions) and iot Solutions group power to drive the future revenue growth for several years.

Notable is, the NSG revenue growth at the same time, whether the profit also can stable growth.In 2016 because of new technology, plant construction and investment increase, the NSG losses of $544 million, compared with before 1 year profit of $239 million.

Intel storage enterprise competent Rob Crooke has previously said I guarantee in the investor conference, 2017 core NAND memory will turn profit, and improve gradually.Crooke, however, said that the future will be 1 year 3 d XPoint investing congress, Intel will continue to spend money on the technology research and development and manufacturing.The NSG have to repeat mistakes of 2016?A further explanation to this, Crooke, NSG will eventually restore profitability by the end of 2017.If the NSG reached by the end of the task, the NSG in 2018 profit can also, over time the camp margin (operating margin) also raised.


keywords： sram