Forward Insights
Forward Insights is a distinguished provider of independent and astute market and technical research, consulting, and information services with a pronounced focus on semiconductor memories and solid-state storage. The company's proficiency in these domains is underpinned by an extensive knowledge base, enabling them to offer unparalleled insights into the multifaceted strategic, market, and technical intricacies of the semiconductor memory landscape.
Forward Insights is distinguished by its capacity to provide a unique and comprehensive perspective on the semiconductor memory industry, encompassing strategic, financial, market, and technical dimensions. The suite of professional services offered by Forward Insights includes:
- Strategy Consulting
- Financial and Investment Due Diligence
- Financial & Cost Analysis
- Market Forecasts
- Technology Analysis
- Competitive Analysis
- Patent and Intellectual Property Analysis
- Surveys
- Training
- Custom Projects
10 Reports from Forward Insights
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NAND Insights Q2/24
NAND Insights Q2/24 Strong price increases and inventory valuation reversals drove the overall NAND suppliers' operating margins into positive territory in Q1/24. This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast out to ... Read More
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Embedded Flash Drive Supplier Status Q1/24
Embedded Flash Drive Supplier Status Q1/24 Kioxia gained significant share as Chinese suppliers accounted for around one quarter of EFD shipments in Q1/24. Companies mentioned in this report include Kingston, Kioxia, Longsys, Micron, Samsung, SK Hynix, Western Digital and YMTC. ... Read More
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SSD Supplier Status Q1/24
SSD Supplier Status Q1/24 In Q1/24, enterprise SSD shipments hit a historic high while client OEM and channel SSD shipments declined. The strong enterprise SSD growth elevated the overall market shares of the two largest eSSD players, Samsung and Solidigm. This report provides the SSD revenue market ... Read More
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SSD Insights Q2/24
SSD Insights Q2/24 Enterprise SSD petabyte shipments continued to benefit from customer buy ahead in Q1/24 while PC OEM and channel SSD dropped due to weak demand. A recent surge in requests for high capacity enterprise drives for AI instrastructure is expected to materialize in the second half of t ... Read More
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SSD Supplier Status Q4/22
SSD Supplier Status Q4/22 WD was the only NAND vendor to gain share in the overall SSD market in Q4/22 owing to increased shipments in datacenter and channel SSDs. This report provides the SSD revenue market share by interface and by supplier. Companies mentioned in this report include Kingston, Kio ... Read More
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SSD Insights Q1/23
SSD Insights Q1/23 The SSD market experienced its second consecutive quarter of double digit % decrease in Q4/22 as PC OEMs and CSPs continued to adjust inventory levels. In contrast, channel SSDs were the only segment which grew driven by strong increase in higher capacity drives. SSD Insights is a ... Read More
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NAND Insights Q1/23
NAND Insights Q1/23 The NAND flash market shrank for the second consecutive quarter as price declines accelerated in Q4/22 as inventory levels at NAND flash suppliers ballooned. This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term ... Read More
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SSD Insights Q3/22
SSD Insights Q3/22 The SSD market grew slighly in Q2/22 as strong growth in enterprise SSDs more than offset weakness in client SSDs. SSD Insights is a quarterly SSD market forecast published four times a year which includes shipment and capacity mix data for enterprise and client computing segmente ... Read More
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SSD Supplier Status Q2/22
SSD Supplier Status Q2/22 The enterprise PCIe SSD became much more competitive as as multiple players - Micron, WD, Kioxia, SK Hynix and Solidigm - all gained share. This report provides the SSD revenue market share by interface and by supplier. Companies mentioned in this report include Kingston, K ... Read More
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NAND Insights Q3/22
NAND Insights Q3/22 The swift fall in consumer demand coupled with order cuts in the datacenter space has rapidly pushed up inventory levels at the NAND flash suppliers. This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast ... Read More
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