NAND Quarterly Insights Q1/10: The iPad Effect
- Language: English
- Published: March 2010
- Region: World
NAND flash has grown from insignificant sales into a $16 billion market in less than ten years. This product, the fastest-growing technology in the history of the semiconductor market, is poised to displace DRAM as the leading semiconductor memory. Our report examines the NAND market, and explains how and why this technology has been able to grow so quickly, and projects what is likely to occur over the next five years. It will cover NAND makers and consumers, will explore the cost dynamics governing manufacturing and will evaluate end markets and market drivers. Readers will learn to understand all sides of the NAND market, and will learn strategies to participate in the market from any direction, make, buy, or sell. The study is based upon years of experience in the market, tight relationships with all buyers and sellers of the technology, and a keen understanding of the inner workings of NAND market dynamics.
Executive Summary
How did NAND grow so quickly?
- A short history of NAND
- How NAND displaced camera film
- What happened to the disposable camera market?
- The end of the floppy disk in PCs
- The slow demise of the music CD market
NAND cost analysis
- Basic die size estimates
- Elements governing die sizes
- Changes to this approach over time
- Cost as a function of process
- Cost as a function of bits per cell
- Cost as a function of wafer diameter
- Elements that do not impact die cost
- Cost projections over time
NAND Makers (company profiles)
- Samsung
- Toshiba/SanDisk
- Hynix/STMicroelectronics
- Micron/Intel
- Key success factors
NAND Markets
- MP3
- Camera
- Cell Phone
- Cards
- USB
Future markets
- PC HDD cache
- Solid-State Drives
- Video
- Replacement for CDs/DVDs/other media
- Printed matter
NAND Capacity
- Current capacity
- Future capacity
- Capacity/pricing relationship
- Future capacity expectations
Alternatives to NAND
- NOR
- Hard drives/rotating media
- Other media
- Future technologies
Key Success Factors in NAND
- Purchasing strategies
- Manufacturing strategies
- Strategies for card and USB makers
- Strategies for other flash users
Summary
- AMD
- Apple Computer
- Fujitsu
- Hynix
- Intel
- Micron Technology
- Numonyx
- Samsung
- SanDisk
- Spansion
- STMicroelectronics
- Toshiba
Products Mentioned
- Blu-ray
- Books
- Cameras
- CD-Rs
- CD-RW
- CDs
- Cell phones
- DVD
- Flash cards
- Floppy Disks
- HD-DVD
- MP3 players
- NAND flash
- Solid State Drives
- USB flash drives
| Format | Properties | |
|---|---|---|
| Hard Copy | A printed copy of the report will be shipped to you. | |
| Electronic (PDF) | The report will be emailed to you. The report is sent in PDF format. | This is a single user license, allowing one specific user access to the product. |
| Enterprisewide | The report will be emailed to you. The report is sent in PDF format. | This is an enterprise license, allowing all employees within your organisation access to the product. |