Tag: Market Share

A Retrospect of Toshiba’s NAND Production Cut

Did Toshiba's 3Q12 Capacity Reduction Really Happen?There are some who still believe that Toshiba made good on its announcement to cut NAND flash production by 30%.  Let’s take a close look to see if that really happened.

Readers may recall that Toshiba stated last July that it would immediately cut NAND flash production by 30%.  At the time NAND was selling below cost for spot prices as low as 31 cents/GB.

The Memory Guy questioned both the wisdom of the move and its authenticity in a blog post at that time, since this level of cut would reduce Toshiba’s market share while increasing its Continue reading “A Retrospect of Toshiba’s NAND Production Cut”

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 “Why Most NAND Rankings Ignore SanDisk”

Figuring Out Who Shipped What

Some Companies Count Some Chips and Not OthersToday I saw an announcement from another market research firm about a new report with flash memory market shares for 2011.  I found it remarkable that the way these chips are counted varies enough that the company decided to openly discuss this issue right in the press release for the report!

Memory market statistics are compiled by numerous firms: The World Semiconductor Trade Statistics (WSTS) sold in the US and Europe by the Semiconductor Industry Association (SIA), Gartner Dataquest, IHS iSuppli, Web Feet, Semico, Forward Insights, and even DRAMexchange.  Lots of entities use conflicting definitions of what is and what is not a chip.  This causes each company’s numbers to differ from the others’.

In the case of WSTS, a chip that is packaged with another chip into a board becomes Continue reading “Figuring Out Who Shipped What”