
Micron has been on a roll lately with new product introductions despite the downturn in the flash market. The company is currently the only NAND manufacturer shipping products based on 200+L 3D TLC in volume. Thanks to the advantage of higher bit density and rapid maturity in yields, Micron has better leeway in pricing and margins compared to its peers. As a result, we have had multiple 232L product launches in the enterprise (Micron 6500 ION), OEM (Micron 2550), and consumer (Crucial T700, Crucial T500) segments over the last year. In addition to higher bit density, the 232L 3D TLC NAND also delivers significant bandwidth improvements with its 6-plane architecture.
