Thursday, September 11, 2003
NAND Memory On The Rise - Intel Losing Share to Samsung in Flash Memory
Posted by Ed Hansberry in "NEWS" @ 09:30 AM
http://www.quicken.com/investments/news_center/story/?story=NewsStory/dowJones/20030910/ON200309102342001721.var&column=P0DFP
The Wall Street Journal is reporting that Samsung is rapidly gaining on Intel in the lucrative flash memory market used in cell phones, cameras and PDAs.
"During the second quarter, for example, the market-research firm iSuppli Corp. estimates that Intel accounted for 19.2% of all flash-memory revenue, down from 25.5% in the fourth quarter of 2002. Over the same period, Samsung's share rose from 16.9% to 17.1%, just a couple of percentage points behind the Santa Clara, Calif., company."
This battle is something savy device users will notice too. Intel's brand of flash memory is the NOR type, which is typically viewed as better for devices like PDAs because apps can be run directly from the ROM. Samsung is pushing NAND memory. It is cheaper, but also has RAM penalties since a section of the devices RAM must be used to hold the code the must be copied out of ROM before it can be processed.
The Wall Street Journal article is here but you must be a subscriber to read the whole thing. I've linked to another summary in the topic header.
The Wall Street Journal is reporting that Samsung is rapidly gaining on Intel in the lucrative flash memory market used in cell phones, cameras and PDAs.
"During the second quarter, for example, the market-research firm iSuppli Corp. estimates that Intel accounted for 19.2% of all flash-memory revenue, down from 25.5% in the fourth quarter of 2002. Over the same period, Samsung's share rose from 16.9% to 17.1%, just a couple of percentage points behind the Santa Clara, Calif., company."
This battle is something savy device users will notice too. Intel's brand of flash memory is the NOR type, which is typically viewed as better for devices like PDAs because apps can be run directly from the ROM. Samsung is pushing NAND memory. It is cheaper, but also has RAM penalties since a section of the devices RAM must be used to hold the code the must be copied out of ROM before it can be processed.
The Wall Street Journal article is here but you must be a subscriber to read the whole thing. I've linked to another summary in the topic header.
