The more you sell, the more depreciated? LSI SSD control chip business shrinks

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LSI's SSD control chip team experienced three changes. After the integration of the hard disk manufacturer Seagate, the customer transfer effect gradually emerged. The Taiwan NAND Flash control chip factory is the biggest beneficiary, and the 2015 SSD orders are large. Zeng, more recently, Hui Rong won orders from three major US NAND Flash camps Intel, SanDisk and Micron. In 2015, SSD chip shipments will double the challenge.

LSI's SSD control chip team came from SandForce. When the shipment exceeded Marvell, but after selling to LSI, LSI quickly sold it to Avago. In 2014, the SSD control chip team was purchased by Seagate. After three changes, SSD control. Chip market share has gradually been chased by Marvell, and some customer transfer effect has emerged.

The semiconductor industry said that although most NAND Flash manufacturers have internal SSD control chip teams, they will also purchase from outside, to avoid chip technology support and sources. After the integration of LSI's SSD control chip team into Seagate, customers are worried about the reduction of their external technical support, or the supply of the main force to Seagate, looking for other SSD control chip suppliers, so that the Taiwan factory has won a lot of orders, this is the wave The beneficiary of the transfer.

Recently, Huirong has successfully set a high threshold for NAND Flash manufacturers after a year of layout in the SSD field, and grabbed orders from three major US NAND Flash suppliers Intel, New Emperor and Micron for SSD control chips. Shipments started in the second and third quarters of 2015, respectively, will be the promotion of the operation of the big pill.

In the second half of 2014, Huirong shipped about 500,000 SSDs a month, ordering bags from NAND Flash manufacturers, and winning orders from cross-strait memory modules and distributors such as Transcend, Lite-On, and Kintek. Huirong's 2015 SSD control chip shipments are expected to reach 1 million units in a single month.

As for the NAND Flash control chip factory group, it has cooperated with Toshiba to build a number of new SSD control chips, including new products of PCI-E interface. The industry is expected to enter the Kingston SSD control chip supply chain in the future. The main supplier of Kingston's original SSD control chip is LSI. Since 2014, the LSI team has changed hands. In addition, Marvell has been hoping to find a partner with a larger SSD shipment in Asia, and it will be a hit with Kingston. Less cases.

In addition, the global SSD specification will enter the PCI-E interface generation in 2015. At present, each control chip factory has begun to deploy. It is expected that the proportion of PCI-E interface SSD products will account for about 20~30% in 2015, and the proportion in 2016 is expected to exceed 50. %, jumped into the mainstream specifications of the global SSD market.