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Intel's PC Predictions

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Super slim laptops, smartphones and tablets make part of Intel's plans for the PC's "evolution"-- or rather the company's position within the market, following CE Paul Otellini's talk at the company's analyst meeting.

Otellini IntelThe Financial Times reports Otellini showing a slide with a MacBook Air-like laptop while talking of a vision "similar to that of... Steve Jobs".

Otellini's future PC will obviously have higher performance, while being instant-on, permanently connected to the internet, low power, thin enough to be anorexic and touch enabled-- all while having "mainstream" prices.

The chips inside such machines? Intel wants to double the rate Moore's Law dictates in its chip development (meaning a new generation every year, as opposed to around 2 years).

Over the next 3 years Atom processors should go from "Saltwell" (32nm) to "Silvermont" (22nm) to, finally, "Airmont" (14nm).

On one investor's "blasphemous" suggestion that Intel should simply base its designs on those from Arm, Otellini insists that “The best way in these new markets is to build best-in-class chips…"

What about the OS? Windows 8 (or 9!) in a nod to longtime Intel partner Microsoft.

Moving to more handheld devices, Otellini expresses disappointment at Nokia's abandoning Meego for Windows Phone 7 while confirming predictions that Intel-based smartphones will not appear until at least Q2 2012.

Intel's tablet plans however appear to be on track-- 35 products carrying Atom chips should appear this year. The first of such tablets run Windows, with Android and (finally) Meego offerings to follow.

Go Intel Predicts PC's Reinvention (FT)

Intel-Powered Tablets: On Show Soon

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Intel TabletIntel will unveil more than 10 Intel chip carrying tablets at Taiwan's Computex later this month, as it plays catch up with Arm's processor range.

The show will also host the launch of the company's tablet processor range, Oak Trail, the Wall Street Journal reports. Intel also says more than 35 Intel chip-based tablets will ship this year.

The tablet race will be far from easy for Intel though-- analysts say Intel will be limping its way through, thanks to the combination of lack of strong partnerships and simply being the latest arrival.

Meanwhile Intel Asia-Pacific GM Navin Shenoy says the company expects no impact on its supply chain following March's Japan earthquake-- meaning Intel's tablet entry won't be delayed even further...

Go Intel Steps Into Tablet Market (WSJ)

NAND Flash Enters its Off Season

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DRAMeXchange says NAND flash contract prices will decline by 2-10% in Q2 2011 as consumer purchasing of flash-based products (such as memory cards) enters its off season in May.

This couples with current high inventory levels due to earlier speculative buying after March's Japan earthquake.

NAND Flash Prices

The analyst predicts this off season will continue in June while only a few major vendors will fuel demand for tablet and smartphone memory products through Q2 2011.

Memory makers might start adopting more aggressive pricing strategies in June (in order to lower inventory levels), but global economy recovery still remains uncertain in 2011.

Japan's earthquake did not affect raw material supply-- meaning Q2 2011 production plans remain unaffected. Meanwhile the migration towards the 2xnm process will boost NAND flash bit supply, according to DRAMeXchange.

Go Mainstream NAND Flash Contract Prices Entering the Off Season

NAS Market to Experience Explosion

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Instat forecasts the WW Network-Attached Storage (NAS) market will soon experience something of an explosion as consumers demand centralised storage to access from all their portable CE and devices.

consumer NASThis demand will lead to NAS shipments to reach over 11m units in 2015 according the analyst's report, at an annual growth rate of 36.4%.

WW revenue for consumer NAS in 2010 totals $678.4m, with 30.3% Y-o-Y growth.

Originally an enterprise concept, the need centralised storage is becoming more apparent in the consumer segment. However, while business networking demands efficiency, practicality is what drives home networks.

Over 50% of all consumer NAS shipments in 2015 will head to Europe, the analyst continues.

Buffalo Technologies currently leads the market (in unit shipment terms). Other vendors include the likes of Apple, Cisco, D-Link, HP, Iomega, LaCie, Netgear, Seagate (Maxtor), Thecus and Western Digital.

Go total WW Consumer NAS Shipments to Surpass 11m in 2015

SanDisk's Latest Acquisition

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Pliant SSDSanDisk purchases Pliant Technology, in a deal reaching $327m in cash and equity-based incentives.

Pliant is an enterprise-level SAS protocol-based SSD developer. It also sells PCI-e based solutions for high performance servers.

 

Pliant uses multi-level cell (MLC) NAND in enterprise SSDs, and the lower cost of MLC is a key enabler for the broad adoption of SSDs in the enterprise market.

As it increases performance and reduces power consumption, flash memory is making significant inroads into the enterprise. By combining Pliant's enterprise-level system expertise with SanDisk's large-scale MLC memory production, SanDisk wants to carve out a bigger position in the enterprise SSD market."

 

The enterprise market is a fairly lucrative sector-- one Gartner predicts will reach $4.2Bn by 2015-- and now one SanDisk (better known for its consumer solutions) has another foot in.

Go SanDisk Announces Agreement to Acquire Pliant

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