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 - Western Digital Corp feels good after SanDisk purchase - For three years WDC delivered 10 million Hard drives filled with helium - By the end of 2017 WDC will produce mainly 64-layer 3D NAND - During the year, Tesla Motors was able to double the volume of supply of electric vehicles -


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POSTER: computer news   ||   WESTERN DIGITAL CORP FEELS GOOD AFTER SANDISK PURCHASE

DATE:2016-10-27

Yesterday the company Western Digital Corp. reported on the outcome of its first full quarter after purchase SanDisk assets - manufacturer of solid-state memory and storage.  

 

 

In WDC calendar ended the first quarter 2017 fiscal year, so do not be surprised at the scale of time signatures.  In fact, the reporting period with the same name ended September 30, 2016.  Revenue growth is impressive: over the year it has increased from $ 3.4 to $ 4.7  However, expenditure on the purchase of assets and debt restructuring SanDisk WDC left without net profit - loss for the quarter reached $ 366 , However, if we exclude these payments, the net profit amounted to $ 341 million. Combining assets with SanDisk enable WDC to further optimize costs, as urged by the company's management.

HDD and SSD offered WDC brands most in demand in the server segment and the cloud.  Server hard drives have provided about half of the increase in revenue in the annual comparison.  In addition, the PC market has shown a higher demand than expected.  Seasonal demand for gaming consoles allow WDC reported improved performance on the direction of the client devices, in addition, were in demand SSDs in PCs and mobile devices segment.  However, as recognized by  WDC, the cooperation with the manufacturers of gaming consoles - it's not the most profitable, because the margin is minimal.

Total for the quarter WDC delivered 47.5 million hard drives -. This is more than for the previous two quarters alone, but less than a year earlier.  The average hard drive price was $ 61, the market share is held at the level of 41.7%.  

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Western Digital Corp feels good after SanDisk purchase

Western Digital Corp feels good after SanDisk purchase

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WESTERN DIGITAL CORP FEELS GOOD AFTER SANDISK PURCHASE

POSTER: computer news   ||   FOR THREE YEARS WDC DELIVERED 10 MILLION HARD DRIVES FILLED WITH HELIUM

DATE:2016-10-27

Quarterly Report Western Digital Corp. has allowed management to say that half of the increase in revenue for the year due to the increase in demand for hard drives for server applications, including cloud system.  That drives this type of WDC provide approximately 30% of revenues and in terms of total capacity drives they occupy 36% of the production supply structure.

WDC Guide on the reporting  quarterly conference explained that the helium-filled drives 10 TB volume is well accepted by the customers, which they are already receiving.  In the past with the end of 2013, the company has shipped more than 10 million. Hard drives filled with helium.  Who issued the third generation of the corresponding drive, and it allows  to further improve the magnetic data recording technology.  The total capacity shipped "helium" drives from the brand exceeded 76 exabytes.

According to the head of the WDC, in the foreseeable future, hard disks, magnetic plates have to coexist with solid state drives, and final rejection of the first in favor of the latter will not happen.  Now the price difference between SSD and HDD comparable capacity can be from five to ten times.  

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For three years WDC delivered 10 million Hard drives filled with helium

For three years WDC delivered 10 million Hard drives filled with helium

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FOR THREE YEARS WDC DELIVERED 10 MILLION HARD DRIVES FILLED WITH HELIUM

POSTER: computer news   ||    BY THE END OF 2017 WDC WILL PRODUCE MAINLY 64-LAYER 3D NAND

DATE:2016-10-27

After buying the assets of the company SanDisk Western Digital Corp. has every right to be considered  manufacturer of solid state memory, so in the quarterly reporting the conference it continued to share their plans with analysts in the field.  Mass production of the 64-layer 3D NAND memory type will begin in the next six months,.  WDC considers this memory to the products of the second generation 3D NAND, assuming 48-layer 3D NAND memory of the first generation with a status of "training product."

WDC Management believes that the end of the following calendar year, the bulk of the memory type 3D NAND will be available now in a 64-layer arrangement.  The memory of the first generation of 48-ply version is now used in removable media and mobile devices.  Furthermore, the release of "two-dimensional" continues memory 15 nm technology.  The company has already demonstrated a sample of the world's first terabyte SD memory card.  Memory type 3D NAND production WDC is used by all the leading manufacturers of smartphones.  Deepen cooperation with automakers, component developers for "smart home" and commercial solutions.

WDC believes that the solid state memory in its development has gone through three generations, and the first two were based on a planar layout.  They allow to reduce storage costs by 50% per year, then - at 30% per year, and as we move to the third generation and the three-dimensional arrangement, the rate of decline will slow down production costs up to 20% per year.  This does not mean that the price of storage devices for the end products will change by the same rules.  solid state memory market is subject to significant price fluctuations, and this complicates the long-term forecasting.

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By the end of 2017 WDC will produce mainly 64-layer 3D NAND

 By the end of 2017 WDC will produce mainly 64-layer 3D NAND

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BY THE END OF 2017 WDC WILL PRODUCE MAINLY 64-LAYER 3D NAND

POSTER: computer news   ||    DURING THE YEAR, TESLA MOTORS WAS ABLE TO DOUBLE THE VOLUME OF SUPPLY OF ELECTRIC VEHICLES

DATE:2016-10-27

Apparently, the head of Tesla Motors Elon Musk is a big fan of the epistolary genre, as the company prepares quarterly reports in the form of  letters to shareholders and investors.  The third quarter report  Tesla Motors released a few hours ago.  All rush work, aimed at the implementation of the plan on the number of electric vehicles produced in the third quarter, was not in vain - Tesla managed to ship 24,821 electric and 25,185 electric vehicles released.  In the first case, the supply volume in the annual comparison increased by 114%, in the second volume of production increased by 92%.  Among electric vehicles shipped 16,047 units in the third quarter fell to Model S, with the remaining 8774 electric car - at Model X.

Model S in the US market now occupies one-third of sedans class "luxury" segment, Model X is satisfied with 6% of the market of large crossovers class "lux", occupying eighth place in the US market in the appropriate category.  Porsche Macan, Porsche Cayenne, Range Rover Sport and the Infiniti QX80 left behind Tesla Model X in the popularity rating.

Preparations for mass production Tesla Model 3 goes according to schedule - shipment ready electric start in the second half of next year.  Gigafactory will start production of fuel cells this year, and at first they will be used in household electricity storage systems, and next year will be prescribed in the traction batteries Tesla Model 3. Expanding the company in Fremont, the company is also considering the possibility of organizing an assembly of their electric vehicles in Europe and Asia .  

Compared with the second quarter, the average selling price of Tesla Model S has decreased by 6.5%.  This is due not only to the appearance of  reduced to 60 kW h  battery capacity, and  also the presence of discounts for the items with mileage .  The average selling price Model X has decreased by 1.2%, mainly due to increased volumes of manufacture more affordable complete sets.  

In the current quarter, Tesla Motors is ready to ship just over 25,000 electric vehicles, despite the difficulties in the delivery of the winter season.  Elon Musk hopes that the fourth quarter, the company has completed with a net profit.  We add that the rate of profit in the field of electric vehicles for the release of Tesla Motors fluctuates near the mark of 25%.  Compared with the second quarter, this figure could be improved.  According to the head of Tesla Motors, the company does not need to borrow money to start Tesla Model 3 in series.

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During the year, Tesla Motors was able to double the volume of supply of electric vehicles

 During the year, Tesla Motors was able to double the volume of supply of electric vehicles

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DURING THE YEAR, TESLA MOTORS WAS ABLE TO DOUBLE THE VOLUME OF SUPPLY OF ELECTRIC VEHICLES

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