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OCZ Technology Group Inc Message Board

  • ru4heaven ru4heaven Nov 15, 2012 5:58 AM Flag

    Barefoot 3 is around 65% margin

    But future infusion is possible. EOL line already been done last count was 585 keeping the Series 3's the low end value. 2&3 rd quartor coming out together.

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    • Sorry connecting the dots on controller margins for Barefoot. Example; Its like computers their not getting bigger and slower, so controllers are getting better margins and more home built. This are quotes from F4Q12 Earnings Call May 1

      Now moving on its been to get to the Vertex 4 product had the margins approaching 40% compared to SandForce-based predecessor product since Vertex 3 as an example with gross margin in the 20% range.

      Given the recent launch of our Everest 2 platform (MRVL), we intend to continue to support serving strategic partners with our controllers. And we have recently finished qualification with the number of SSD manufacturers. Now sales of our controller products were less than a $1 million in the fourth quarter, but carried gross product margins in the 60% to 75%

      (Now moving on) when you talk about NAND. This will counter the margins of our new controller BF3 with the NAND price going up for the Vector. Notice we are not buying Nand on the spot price on the call yesterday.
      Moving on to our supply chain. We’ve been successful in shipping from the model of purchasing NAND flash primarily from the spot market to primarily from NAND flash fabs such as Micron, Toshiba, and SK Hynix. NAND flash can account for between 60% to 90% of our cost of goods. And as such this move recently began to positively impact our gross margins as the purchasing structure not only provides lower cost, but decreases price volatility.
      And yes JJP did get the 65% from the quote above. But I know you know far more than me. All your input greatly appreciated

    • Without a BOM and STD Cost, how exactly do you know the GM contribution of a single component?

      With NAND comprising the largest component of BOM costs and OCZ forced to purchase from the spot market, how exactly do you know their GM on any products?

      Sentiment: Hold

    • Where you coming up with 65%?

 
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