CFMS 2017: an event beyond expectations for the storage industry

Director of National IC Design Shenzhen Industrial Centre Zhou Shengming gave an opening speech at CFMS2017, he indicated that according to the international science & technology and industrial innovation center's positioning from the national plan for 13th Five-Year, Shenzhen is implementing a new round of innovation and development strategy layout. Shenzhen will focus on the core chip, AI, robotics, IOT, big data and other areas to overcome a number of core key technologies issues to transform the core technology from the "catch up" to "surpass". This will not only give the IC industry a good opportunity for development, but also open up a huge market space to the storage industry.

Tai Wei, the general manager of CFMS2017 organizers Shenzhen Flash Market Information Co., Ltd. noted that the company is a research institution focuses on the storage industry, committed to providing valuable information, and guide the healthy development of the market. ChinaFlashMarket is expecting that in 2017 the global NAND Flash market size is about 40 billion US dollars, China consumes 30% of global production capacity, in 2020 NAND Flash will exceed the DRAM and the market size is about 65 billion US dollars, global SSD shipments will be more than 150 million units in 2017 as expected, the big data industry will provide SSD more innovative applications and market opportunities in the future.

Samsung, Micron and Intel's next-generation 3D technology is aimed to accelerate the development of the market

Kenny Han, vice president of Samsung NAND Marketing, said that in 2017 Samsung is producing the fourth generation 64-story V-NAND, the fifth generation V-NAND is under development, capacity of single die is 1Tb, IO speed reaches 1200Mbps. Samsung will introduce 128TB QL-SSD based on 1Tb V-NAND, Z-NAND technology, low latency / high density / high speed transmission.

Micron vice president Jonathan Shaw introduced the audience its 3D NAND technology is from the 32 layers 32GB all the way to 64 layers of capacity to 64GB, shipments in the end of 2017 will be very considerable, samples based on QLC are ready, and will be put to the market in the future. Micron is also very optimistic about the growth of SSD market, along with the rapid development of 3D NAND technology, SSD will continue to replace the HDD market.

Bill Liu, general manager of Intel's non-volatile storage business department, demonstrated that 3D-Xpoint technology products - Optane has shown excellent performance, is made to meet the requirements of big data, PC, games, artificial intelligence, real-time data processing and other applications. And how 3D-Xpoint innovation technology would be accepted by the market, and to achieve more applications innovation, are the challenges Intel would face, the market will also show more business opportunities.

longsys' acquisition of Lexar is to strengthen the global strategic layout and improve the international market influence

Cai Huabo, chairman of longsys said that longsys is aimed to root deeply in China, but also adopt international operations. On August 31, longsys acquired Lexar, Cai Huabo said that Lexar positioning for high-end storage brand, through the Lexar brand we can enhance brand value of longsys, improve the development of international enterprises. longsys combines their own innovation R & D technology and service capabilities with the Lexar brand, further enhance the influence in the international market, and longsys is transforming from technology-product to technology-brand company.

In addition, longsys released the world's smallest size of the BGA SSD, Cai Huabo said that BGA SSD reflects longsys' comprehensive technical capabilities, and insight of seeing the needs of high-end market. Because the size of BGA SSD and UFS are the same, it is very possible to bring BGA SSD into the mobile phone application market. So how to achieve it quickly? Cai Huabo confessed that the concise answer is that if the technical specifications, size and price can be as well as expected. longsys can do PCIe BGA SSD and SATA SSD with the same price, even in less than half a year, longsys can do BGA SSD and UFS with the same price. longsys will continue to strengthen product technology and business model innovation, expand the storage products to overseas, accelerate the pace of international development.

Yang Zhiping, head of Google hardware department, said that, achieve the BGA SSD in the mobile terminal application requires solving the problems related to cost, size, compatibility, high performance, intelligent heat management, low power consumption and others. Yang Zhiping also expressed expectations of the NVMe BGA used in the smart mobile phone application, indicated that the BGA SSD will be one of the most important storage choices in the future. For intelligent terminal product development, the user experience will be a big step forward.

Marvell, SMI and SiliconGo tightly grasp the SSD market opportunities to enhance business value

Michael Wu, vice president of sales, General Manager of Marvell China, said that Marvell mainly focuses on three areas: storage, networking and connectivity. The storage business accounted for 60% of overall revenue, in the last few quarters growth of Marvell SSD storage is nearly 60%. Marvell will also focus on cloud, data centers, businesses, consumer, smart cars and other fields in the future.

From SATA to PCIe, SMI SSD controller so far has been selling 100 million units, said Nelson Duann, senior vice president of product planning at SMI Mobile Storage department. Over the past 10 years, the number of controller launched was more than 5 billion units. SMI will continue to meet the customer needs and provide better storage controller products and services for market applications.

David Wu, General Manager of SiliconGo, said that SiliconGo has been a decade-old chip design company, it is not a product company, SiliconGO will continue to focus on embedded storage and SSD storage controller technology. SiliconGo has been rooted in the Chinese market and applications, with a pragmatic attitude, it provides local technical support and application development to Chinese storage enterprises and customers in the long term.

Automotive electronics will be an important application for future storage, and monitoring storage requirements is improving

NVIDIA autopilot China business department Arthur He indicated that autopilot has a very large market possibility, NIVIDIA invests nearly 1.8 billion dollars a year into autopilot R & D. NVIDIA also introduced artificial intelligence technology into autopilot, with the ADAS system to provide autopilot services to humans. Needs of the vehicle-mounted storage is rising, and now storage requirement is 64GB eMMC, autopilot will give storage industry more growth space in the future.

In addition to the automotive market, monitoring storage demand is also increasing, take a 1080P device for example, it creates about 40GB of storage needs each day, HIKVISION storage general manager Sun Chenghua said the consumer SSD market competition is fierce. The HIKVISION storage will take video surveillance as the core application; continually develop data center business, focusing on flash applications.

In addition, Sino IC Capital vice president of investment Gao Songtao said that Sino IC Capital as China's largest semiconductor special fund, has accumulated and invested in more than 40 projects, through the market-oriented mechanism, specialized investment system, Sino IC Capital makes invested enterprises bigger and stronger, thus generating economic benefits to further expand China's IC market.

AGIC Capital president Henry Cai indicated that with the rapid development of intelligent, new materials and things such as the Internet, we are in a rapid changing "big times", AGIC Capital is hoping to use the power of capital to grow together with more enterprises, there would be more outstanding enterprises in China in the next 10 years.

The chairman of the original FMS summit, chairman of Coughlin Associates, Inc., Thomas Coughlin believes that the continued growth of data storage is a trend. Ways to store these data, the rapid analysis of these data, and low-cost storage are three key factors. We need to achieve better integration, better computing power, deal with more data and mining more value data.

"China Flash Market Summit Enterprise Awards": to establish the storage industry role model

ChinaFlashMarket roots deeply in China, concerns about the development of China's storage industry. According to domestic and international storage industry experts and market performance from many storage companies, CFM awarded the "China Flash Market Summit Enterprise Award." Awards are as follows:

Best Market Performance Award: SAMSUNG

Samsung storage has grown rapidly, continues to maintain the leading market share in the world.

Best Market Brand Award: Intel

Intel as one of the world's largest semiconductor companies, high-performance solutions of high quality, is unanimously approved by the public.

Best Industry Promotion Award: Sino IC Capital

Sino IC Capital investment is actively promoting the solid development of China's storage industry.

Best Business Innovation Award: longsys

Through a series of product innovation and business innovation, longsys is 2017 China's storage market' highlights.

Best Application Platform Award: Marvell

As the world's largest hard drive and SSD controller manufacturers, Marvell is committed to providing customers with solutions.

Best Supply Service Award: Micron

Micron has grown steadily in the market in recent years.

Best Embedded Application Award: SMI

SMI as an independent flash memory controller manufacturers, is to provide integrated chip integrated solutions.

Best Technology Innovation Award: NVIDIA

In the field of smart car & artificial intelligence chips, NVIDIA is a global leader.

Best Market Innovation Award: HIKVISION storage

HIKVISION storage committees to innovation, boldly advance the industry storage market.

Best Application Service Award: SiliconGO

Ten years honed, SiliconGO is a local excellent storage controller supplier.

CFMS2017 awards to some of the outstanding storage companies to encourage their advanced characteristics, also, CFMS2017 is eager to set an example for the storage industry, CFMS 2017 expects excellent storage companies can provide more storage products, technical solutions and upstream resources for the rapid development China's storage industry.

SOURCE ChinaFlashMarket