3D NAND exists because it keeps the process at a larger node like 40nm, while stacking to get the same areal density of a 20nm class device.
So wouldn't they mean the other way around?
So wouldn't they mean the other way around?
So how many NAND chips is in the iPhone 6s 16GB ? Does it have adequate performance (compared to mechanical drives)? How much do you expect density to increase in five years ?
I could easily imagine two skus: one with 256GB NAND and one with 256GB NAND and 1/2 TB HDD; Using part of the NAND as a cache in the latter case.
MS had a ton of success with the 360 arcade SKU because it significantly lowered price of entry.
Apple products don't have expandability because they segment their products by storage capacity (otherwise sales of their 64 and 128GB models would be zero)
Cheers
Predictions need to be supported, or you end up with something like this from 2008:
http://www.zdnet.com/article/blu-ray-is-dead-heckuva-job-sony/
We need 4 predictions here:
1. How big will the games be next gen (I'm saying the big titles would need 200GB)
2. When will it launch (I'm saying 2020)
3. What will be the cost per GB for NAND then (I'm saying 0.11 per GB)
4. what fixed cost the whole media will need (I'm saying $1 for a custom security chip, PCB, packaging)
So, media blank cost excluding replication infrastructure:
128GB carts : $15.08
256GB carts : $29.16
@eastmen, please tell us your prediction for the 4 points above. You already said you expect next gen in 2017, is it still the case? What is your prediction for NAND cost per GB in 2017?
Ref:
Predict: Next gen console tech (9th generation edition)
I'll take the dude from Gartner over a dude who spent his life on DoD contracts where cost isn't even in the top ten of concerns. We're starting to conflate 'SSDs are getting bigger' with 'SSDs are getting cost comparable to mechanical' and these are very different things.
Outside of some plateau and dips, nand price seems to follow a 50% drop every 2 years. It sometimes hold almost the same price for over a year, and drops more the following year, keeping the trend. dramexchange.com seems to support this depending on the type of chip. eMMC for smartphones are more expensive than the flash used in SSDs (but which require a controller).
I bought a 960GB at the PS4 launch for 499 (cad), and the lowest price I found today is $259 (cause of the exchange rate).
The overhead per chip is showing up with the difference between 4GB and 16GB eMMC and NAND contract prices averages. That's my baseline for non-reducible costs, surely there's at least $1 overhead.
eMMC 4GB : 2.42 (60 cents/GB)
eMMC 16GB : 5.02 (31 cents/GB)
NAND 4GB : 1.77 (44 cents/GB)
NAND 16GB : 4.33 (27 cents/GB)
http://www.dramexchange.com/
I bought a 960GB at the PS4 launch for 499 (cad), and the lowest price I found today is $259 (cause of the exchange rate).
The less is relative though, and might be very small profit margins. $20 to you might be $5 cost or $15 cost. That's why it's better to go to chip pricing sources and get the actual bulk price for a hypothetical game medium.
Cheapest price I've seen recently (2 days ago) was 199 USD for a 960 GB SSD (Sandisk Ultra II) which isn't exactly a budget brand. It would not surprise me if after Christmas sales have some 960 GB - 1 TB drives even cheaper than that, especially for the budget brands. Or EOL drives.
That's still about 3.5x as much as a 3.5" mechanical HDD or about 2-2.5x as much as a 2.5" mechanical HDD, but it's a significant improvement over where it was 6 months ago.
128 GB thumb drives are approaching 20 USD. Granted write speeds are generally anemic on the lower priced drives, but read speeds and access latency isn't so bad. 120 GB SSD drives could be had for 30-35 USD last week as well. Which is cheaper than you can buy a mechanical HDD of any capacity. And 60 GB SSDs are around 20-25 USD.
It's entirely possible that within 3 years SSDs might be similar in price to 2.5" mechanical HDDs.
Regards,
SB
The volatility of ram and flash is legendary. Building fabs cost tens of billions. If someone all of a sudden wants a huge supply for a distribution media, the demand would make the price go up like crazy. Apple would pay anything to get that supply in case of shortage (because huge profit margin on iphones). We have seen big spikes before, we have seen drops that made the smaller memory producers go bankrupt, and we have seen price fixing schemes among them that ended up with a slap on the wrist.
I bought an OCZ drive a few years ago because they were the least expensive... OCZ had exited the ram business to focus exclusively on SSD, and a few years later they went bankrupt, they had 5 years of loss in a row, which means they spent years selling at a loss, which means the price I paid wasn't representative of how much they cost to make.
Discs are stable in cost, just put a dozen singulus presses in a small warehouse, and voila you get a capacity increase of 10 millions discs per month. There is no volatility, the cost goes down to cents per disc as soon as the tech is mature, it will never go up, the cost will drop predictably regardless of demand. Supply/demand adjusts quickly with little losses or investment. The blank is a piece of plastic, the replication is just hitting it with a glass stamper, spraying a reflective layer, an image, and a protection against scratches.
I believe that, if 64GB was enough, it would be possible to go flash next gen, for a higher media expense and major replication issues to solve. I'd see Vita-2 with up to 64GB carts and a VR headset. For a home console it's easier to use local storage (necessary anyway for DD games which is predicted to be 50% of sales) along with 300GB, or even 500GB media that would require only a piece of plastic if they go with a rom version of the archival disc. I think sony's latest tech using a double sided disc with two heads reading in parallel would be overkill, but it's a fun way to double capacity an speed.
This is why I doubt 100GB will be enough for a 4k console. These are end-of-gen sizes for PS3, and first year games for PS4.
I can definitely be off by a factor of two, but not by a factor of ten. I still follow the dramexchange contract prices, and the BOM analysis of IHS. There's no doubt the price of NAND is volatile.Either way the prices are still cheaper than the source Mr Fox is giving.
That's a great argument for using flash as an internal storage, but the PS4 proved it's not a problem for a distribution media. The speed/seek argument was nullified this gen. It will still need a lot of local storage for DD (even more so next gen), some amount will be used as install cache, just like the PS4. Progressive install also solved the other problem of waiting for the install.Read speeds are far faster than optical and seek times will also be much better
That means even with 128 layers (in 2025):Samsung has been highly innovative in promoting VNAND products. While high volume production is at 32 layers in 2015, high volume production will be at 96 layers in 2019 or 2020 and 128 layers in 2025. With a depreciated wafer fab, the cost per gigabyte of 3-D NAND will be under $0.10 with 64 layers and $0.06 with 128 layers. The cost for 1TB of 3-D NAND will be $60.00, with a selling price of $95.00. With 1TB 3-D NAND priced at under $100.00 and with its high endurance, NAND Flash products will be mainstream memory capabilities for low latency data center applications as well as for automotive and other applications.
Great chart, pretty much makes my point SD cards could be ok for mobile/handheld games to ps360 size of games. For that type of siwe one could say that Download is a better option for delivery. Then you need storage and to enforce "artificial" restrictions on games (and patches) sizes.
I can definitely be off by a factor of two, but not by a factor of ten. I still follow the dramexchange contract prices, and the BOM analysis of IHS. There's no doubt the price of NAND is volatile.
This happens once in a while:
http://www.alphr.com/news/253179/flash-memory-prices-doubled-in-2009
"big cutbacks in flash memory production bring balance back to an industry stung by oversupply. The cost of flash memory has risen to more than $2 (£1.28) per gigabyte."
I.e. they want to control the supply to keep the prices high. This was considered a very good news for flash producers.
That's a great argument for using flash as an internal storage, but the PS4 proved it's not a problem for a distribution media. The speed/seek argument was nullified this gen. It will still need a lot of local storage for DD (even more so next gen), some amount will be used as install cache, just like the PS4. Progressive install also solved the other problem of waiting for the install.