- カテゴリー: Press Releases
Phison Electronics(PHISON; TPEx:8299)は21日米国コロラド州ブルームフィールド(Broomfield, Colorado, USA)に、開発センター Systems Integration and Engineering Group (SIE)を設立しました。近郊のエンタープライズSSDの顧客およびパートナーに対し、より万全と迅速な技術サポートとカスタマイズサービスを提供します。将来的には、Phisonの顧客サービスの品質を向上させ、Phison全体の競争力を高めることを期待しています。
近年、クラウドサービスの利用が広まり、ユーザーからのエンタープライズSSDに対するデータアクセスパフォーマンスの要求が高まり続けています。市場調査機関のデータによると、エンタープライズサーバーとエンタープライズSSDの市場規模は2024年に6000万セットの規模に達します。エンタープライズSSDの仕様も徐々にSATAインターフェイスからPCIeインターフェイスに移行しています。さらに、サーバーアプリケーションの要求が多様化してきており、標準のエンタープライズSSDではデータセンターやエンタープライズサーバーのニーズを満たすことができなくなっています。このカスタマイズのニーズはまさにPhisonが長い間やってきたことで強みの一つでもあります。この度、ファームウェア、コントローラー設計、検証、システムテストを含む万全なエンジニアリングチームでPhisonが米国に初めてのSIE開発センターを設立したことで、Phison全体の競争力を高めていきます。
Phison Electronicsの潘健成会長は、コロラド州は米国の主要なストレージ産業センターであり、国際的なストレージ製品関連企業やアプリケーション企業はコロラド州にオフィスまたは開発センターを持っていると述べました。 今回、Phisonは戦略的なパートナーと協力して、コロラド州に開発センターを設立しました。コストは高いものの、Phisonの安定した収益性と技術リーダーとして維持するための開発支出を継続的に増やすと決意を表明しました。より重要なのは、PhisonがエンタープライズSSDのTier1市場への参入および、長期にわたる顧客へのローカルサポートの約束を果たすと表明したことですエンタープライズSSD市場はPhisonにとって非常に重要であり、Phisonの戦略は同業他社の戦略とは異なります。Phisonは独自のIPおよびASICの開発能力を持っており、エンタープライズの顧客に対し、IPライセンス、カスタマイズASIC設計サービス、カスタマイズされたエンタープライズSSDソリューションを提供し、Win-Winの状況を作り出したいと考えます。
- カテゴリー: Press Releases
MIAOLI, TAIWAN, August 31, 2020 -- Phison Electronics (8299.TW), the industry’s leader in NAND flash controllers and storage solutions, announces availability of the world’s first 15.36TB QLC customizable Enterprise SSD solution based on Phison’s S12DC controller. Phison provides its customers with industry leading SSDs that are customized to their needs by leveraging Phison’s firmware, controller, PCBA design, and manufacturing. The S12DC QLC SSD is an ideal storage solution by delivering higher performance, lower power consumption, and greater rack storage density for read intensive storage applications that currently source hard disk drives.
Key Features:
- World’s Highest Capacity 2.5” (7mm) 15.36TB QLC SATA SSD. 1.92TB, 3.84TB, and 7.68TB QLC SSDs are also available from this product family
- Exceptional performance and low power specifications make it an easy decision to replace hard drives:
- 530 MB/s sequential reads
- 220 MB/s sequential writes
- 90,000 random read IOPs
- 10,000 random write IOPs
- 4.5W maximum active power
- 0.1 DWPD
- Greater rack storage density – fitting in the 2.5” (7mm) standard form factor with 15.36TB, the S12DC QLC SSD uses approximately 1/8th of the physical space of a similar capacity 3.5” hard disk drive
- Enterprise SSD feature set includes end-to-end data path protection, power loss protection capacitors (pFail), and a 5-year warranty
- Availability: Phison began shipping the S12DC QLC SSDs to customers in August 2020
- For more details visit the web page: https://www.phison.com/en/S12DC-Enterprise-Customizable-Platform
“The adoption rate of QLC SSDs in the Data Center Market segment continues to gain traction in 2020,” said Don Jeanette, SSD Research Vice President of TRENDFOCUS. “With 4 bits per cell, the cost savings will continue to come down and provide customers value for these read intensive applications. TRENDFOCUS forecasts the Enterprise SSD market will maintain greater than 10M units per year for a number of years out. Enterprise and Data Center customers looking for high capacity, lower cost SATA storage solutions will have a very viable option with this high capacity QLC based solution. “
“Phison is committed to offer our customers industry leading products with the highest level of customization,” said K.S. Pua, CEO of Phison Electronics. “The S12DC QLC SSD is Phison’s newest solution that offers the industry’s first 15.36TB capacity available in QLC Enterprise SATA SSDs. Our customers appreciate Phison’s unique business model where we can tailor make any level of modification in the S12DC QLC SSD to perform optimally in their applications. These modifications are the key differentiating features that our customers are proud to put their own brand name on.”
- カテゴリー: Press Releases
With the efforts of the Taiwanese government and all citizens, the COVID-19 epidemic has gradually eased. Taiwan has continued to have no new local cases for more than one month. This achievement not only represents a high degree of crisis awareness and cooperation among the people of Taiwan, but also shows that the effectiveness of Taiwan ’s epidemic prevention is meaningful for all countries in the world. However, while all the Taiwanese people were busy with epidemic prevention, the epidemic situation also caused further hardship for the economically disadvantaged groups in Taiwan society.
Phison Electronics (PHISON; TPEx: 8299), a NAND controller and storage solutions provider, is in the line with the business philosophy of "Taking from the Society, Giving back to the Society", and has actively participated in various public welfare activities and assisted the disadvantaged groups in the society for a long time. During the epidemic, Phison contacted Miaoli’s TAIWAN FUND Children and Families and learned that there are quite a few economically disadvantaged families in Miaoli who have been affected by the outbreak. Therefore, Phison internally called for charitable donations and reached the fundraising goal in just 3 days. It is expected that more than 1,100 socially vulnerable families (a total of nearly 2,000 children) will receive this fundraising assistance.
Miaoli’s TAIWAN FUND Children and Families Received the Donation from T.H. Kuang, VP of Phison. |
K.S. Pua, CEO and chairman of Phison, said that Phison has been stumbled all the way since founded. In addition to the efforts of all employees, the help of countless benefactors is also an important factor for Phison’s achievement. Therefore, Phison is grateful and has been giving back to the society for a long time since it started to make profits, and fulfilled its corporate social responsibilities. Phison hopes that through these donations and activities, it can set an example for others to follow, so that the public and more enterprises will pay attention to the disadvantaged groups in the society.
- カテゴリー: Press Releases
Key Takeaways
|
PHISON (TWSE: 8299) today held its new building groundbreaking ceremony on 30th March 2020, located in Zhunan town, Miaoli county. The total investment of new building construction is nearly NT$1.4bn, and the new building is expected to increase more than 13,000 in Taiwan space ping (roughly equals to 39,000 square meter), mainly utilized for parking space (2 floors basement) and for R&D center and inventory management (7 floors above ground). The new building construction is also planned to finish by end of December 2021, and start to operate in early 2022. Furthermore, the new building is estimated to increase 1,500 to 2,000 engineers to continuously maintain PHISON’s leadership as the largest independent NAND controller IC design house globally.
Started from 2007, PHISON gradually purchased lands of Guangyuan Science Park in Zhunan town, Miaoli county, for corporate operation and R&D center use. Until today, the total amount of purchased lands is more than 15,000 in Taiwan space ping (roughly equals to 49,500 square meter), which occupied nearly 10% of the land of Guangyuan Science Park. The built building space currently already reaches 20,000 Taiwan ping, and will increase up to 33,500 Taiwan ping after finishing new building, demonstrating PHISON’s strategic arrangement for future growth and resolution of investing Taiwan.
K.S. Pua, CEO and Chairman of PHISON, expressed during the ceremony speech that due to WuHan coronavirus (COVID-19) the ceremony was arranged as simple as possible to protect guests and employees’ health from coronavirus. Furthermore, PHISON now is simulating engineers to work from home by turns to minimize the impact from the coronavirus.
K.S. Pua also emphasized that the impact from coronavirus is basically postponing the end-application demands instead of disappearing. Moreover, the coronavirus-caused telework (work from home) situation directly stimulates the demands for cloud servers, video surveillance systems, online shopping, and high-end gaming markets. Additionally, 5G technology is expected to drive growth of NAND-storage-related applications such as networking infrastructure, edge computing, and autonomous vehicle, etc., according to various market intelligence firms. It is remained positive for 2020 prospects.
PHISON’s No.5 New Building Groundbreaking Ceremony @ YouTube
- カテゴリー: Press Releases
Given the worldwide spread of the COVID-19 Coronavirus, there have been reports in the press and from brokers concerning Phison Electronic’s (8299 TT) 2020 and 2021 earnings outlook. To provide greater transparency for our investors, we would like to clarify some key facts. In particular, a recent broker report that seems to extend a broad-brush treatment to the entire global memory device supply chain may lead to confusion amongst our investors regarding the fundamental outlook for Phison Electronics.
We would like to present the following facts:
* Phison management has not participated in any recent interviews with the author of the above-mentioned broker report.
*The above-mentioned report offers a short-term macro call, assuming a negative impact from COVID-19 across the memory device supply chain.
*Since 2016, Phison’s earnings have consistently been NT$20/share or above, and ROE has averaged 21%. We have observed one analyst’s earnings projections to be consistently low and fluctuate considerably. This analyst’s initial EPS projections for the years 2016, 2017 and 2018 were 17%, 26% and 51% lower than Phison’s actual results.
*This analyst’s current 2020 and 2021 EPS forecasts of NT$17.1 and NT$14.3 are well below Bloomberg market consensus of NT$24.3 and NT$26.3, respectively.
*We welcome all sell-side analysts to personally contact our team to get a fuller understanding of our outlook for 2020 & 2021, and to gain a deeper understanding of downstream memory device industry fundamentals and earnings – which are not as volatile as those for upstream producers. Please contact our investor relations team:
Phison Clarification:
*The global spread of the COVID-19 virus has introduced considerable uncertainty regarding the downstream demand outlook, not only in the tech industry, but for the entire global economy.
*Our RD center and most of our module manufacturing facilities are located in Taiwan, and all operations are currently normal. Our production levels have not been significantly impacted by the virus outbreak. Supply from our major upstream suppliers locally and overseas remains uninterrupted. Additionally, our key downstream clients have not cut order volumes and are accepting our shipments on schedule.
A Comment from Phison’s Chairman & CEO KS Pua:
According to KS Pua, Phison Chairman and CEO, “Given the current strength in demand for SSD hard drives from PC OEMs and the expected introduction of new gaming consoles by leading brands in 2H20, NAND flash pricing and demand trends are currently favorable. As a NAND flash controller IC and module system provider, we are confident that our unique business model can produce consistently strong cashflows and profits over the long-term, amidst challenges presented by competitors and memory chip market cycles. We maintain long-term partnerships with our NAND FLASH supply sources and with our downstream module customers; and expect these partnerships to remain strong in the future. We look forward to growing our business scale and market share together with our business partners this year and for many more to come.”
- Matters Associated with Phison’s Financial Case
- Phison Demonstrates 4-Bits Per Cell QLC SSDs with PCIe Gen 4x4 and SATA Mainstream Performance
- Phison at the Forefront of PCIe Gen4 Storage Market with a Portfolio of Products
- Phison Puts Technology Innovation Leadership on Full Display at Flash Memory Summit 2019
ファイソンについて
ファイソン エレクトロニクス コーポレーションはストレージ製品のコントローラを開発し、トータルソリューションを顧客に提案する会社として世界をリードしています。
当社創業から20年間に、様々なストレージソリューション(PCIe/SATA/PATA SSD, eMMC,UFS,SD カード及びUSB)を開発してきました。 コントローラIC ベース換算数は年間6億ユニット以上になります。
ファイソンは顧客に付加価値を提供するだけでなく、コンシューマー向け、エンベデッド向け、またエンタープライズ向けにも垂直統合ソリューションとサービスを提供します。
また、ファイソンはその卓越した技術力が評価され、業界の標準化活動でも主要メンバーとしても活躍しています。 ファイソンはOpen NAND Flash Interface(ONFI)グループの設立メンバーです。 また、SDA(SD Association)やUFSAの業界標準化団体にファイソン関係者から役員を出す他、 JEDEC、 PCI-SIG、MIPI、NVMe、IEEE-SAにも貢献しています。
本プレスリリースに記載されている「当社」、および「ファイソン」は「ファイソン エレクトロニクス コーポレーション」です。