JEDEC UFS (Universal Flash Storage) v1.1 is a standard promoted by JEDEC JC64.1 aiming to replace eMMC for scalable and high performance non-volatile memory interface in mobile and consumer electronics. The same JEDEC JC64.1 is the group that develops eMMC meaning that they see the transition from eMMC to UFS and are prepared to that. It’s fair to assume that UFS will be used in high end mobile applications first like high end smartphones, tablets and Ultrabooks and compete with eMMC on some of the lower end applications. Long term and assuming high volume manufacturing reduces UFS device costs we will see UFS replacing eMMC but there is a long way to go until we reach that time.
The second quarter of 2011 will be remembered as an inflection point in the mobile industry with Apple becoming the world’s top smartphone vendor by shipping 20.3 million Smartphones. Nokia continued its decline, down by 34 percent from the same quarter last year and shipped 16.7 million units in the second quarter, with vendors like HTC and Samsung continue to stay behind. It’s important to note however that Samsung shows fantastic market share growth from a slim 3% in the first quarter of 2011 to 13% of smartphones sold in the first quarter this year. Other growing OEM’s include HTC, Sony Ericsson and LG. Apple’s iPhone dominancy in smartphone doesn’t translate to leadership in smartphone operating system as Android leads the game mostly due to the fact that Android operating system is used by multiple smartphone manufacturers. According to latest report by IMS research smartphone shipments in 2011 will reach 420 million units, taking 28% of the total handset market. The research firm also predicts smartphone volumes to reach 1 billion units in 2016 mostly due to lower end smartphones. Here’s a graph (courtesy of IMS research) comparing OEM smartphone shipments in Q1 2011 with Q1 2010: