Every 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