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Why Most NAND Rankings Ignore SanDisk

SanDisk Doesn't Show Up in NAND Market Share FiguresEvery so often I run into someone who asks about the discrepancy between various analysts’ NAND market share rankings and SanDisk’s shipments.  After all, SanDisk is a leading producer of flash memory and has captive manufacture through its joint venture with Toshiba.  Yet, most market share rankings leave SanDisk out.

What’s going on here?

Owing to a long-standing convention SanDisk’s NAND chips aren’t counted since they are sold as “Systems” (with a controller.)  The World Semiconductor Trade Statistics (WSTS) set that rule up, and most analysts Continue reading

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Jim Handy Objective Analysis Memory Market Research +1 (408) 356-2549 Jim.Handy (at) Objective-Analysis.com

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