SanDisk Riding High on SSDs - Analyst Blog
31 5월 2011 - 10:45PM
Zacks
SanDisk
Corporation (SNDK) recently inked a deal with ASUSTeK
Computer Incorporated. Financial terms of the deal were not
disclosed.
Popularly known by its brand name
ASUS, ASUSTeK Computer manufactures motherboards, laptops, servers
and mobile phones. The company also produces components for other
manufacturers, including Dell Inc. (DELL), Falcon
Northwest, Hewlett-Packard Co. (HPQ) and
Apple Inc. (AAPL).
Under the terms of the deal, ASUS
will use SanDisk’s recently launched U100 solid state drive (SSD)
in its upcoming UX Series ultra-thin notebook.
The newly launched U100 SSD is the
advanced iteration of SanDisk’s P4 modular SSD series. The new
drive has a SATA III interface and can transfer data to and from
the PC at roughly double the speed of P4 drives. The U100 SSD is
targeted at ultra-thin laptops and will be available in capacities
from 8GB to 256GB.
With the help of the U100, ASUS
will be able to deliver next generation notebooks that are thinner,
perform faster and have a longer battery life.
Apart from U100 SSD, SanDisk also
introduced the integrated SSD (iSSD), targeting tablet PCs. iSSD
will be available in capacities ranging from 8GB to 128GB.
Now-a-days, the next best
alternative to hard drives is solid-state drives. SSDs are flash
memory-based and are smaller, lighter and use less power than hard
disks. Moreover, SSDs use microchips that retain data in
non-volatile memory chips and contain no moving parts.
We believe that flash memory will
remain highly coveted as it provides the most viable data storage
on smartphones, tablets and other portable devices. Moreover,
SanDisk’s solid state drive design wins into Intel
Corp.’s (INTC) Sandy Bridge PC platforms are also
encouraging.
However, a high debt balance,
customer concentration risk and European weakness are headwinds for
the company. Despite these headwinds, we are optimistic about the
long-term growth story of SanDisk.
Currently, SanDisk holds a Zacks #3
Rank, implying a short-term Hold rating.
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