Report: Computer Memory: Important Trends and Directions TOC

INTRODUCTION

VERTICAL MARKET OVER INDEPENDENCE?
EMERGING TECHNOLOGIES
STUDY GOAL AND OBJECTIVES
REASONS FOR DOING THE STUDY
CONTRIBUTIONS OF THE STUDY AND FOR WHOM
SCOPE AND FORMAT
METHODOLOGY AND INFORMATION SOURCES
AUTHOR'S CREDENTIALS
RELATED BCC PUBLICATIONS
REPORTS
MONTHLY NEWSLETTERS
BCC ON-LINE SERVICES

SUMMARY

Summary Table:
WORLDWIDE MARKET FOR SEMICONDUCTOR MEMORY, THROUGH 2007 ($ MILLIONS)
Summary Figure:
WORLDWIDE MARKET FOR SEMICONDUCTOR MEMORY, 1999-2007 ($ MILLIONS)

INDUSTRY OVERVIEW

COMPUTER MEMORY MARKET DEFINITION
IMPORTANCE OF MEMORY IN THE ELECTRONICS INDUSTRY
* Table 1. DIMENSIONS OF ROTATING MEMORY AND NONROTATING MEMORY
BANDWIDTH
* Table 2. SPECIFICATIONS OF ROTATING MEMORY AND NONROTATING, NONVOLATILE MEMORY
POWER CONSUMPTION
Power Consumption (Continued)
DISPLACEMENT OF ROTATING MEDIA WITH MEMORY CHIP PRODUCTS
* Table 3. WORLDWIDE NONSEMICONDUCTOR COMPUTER MEMORY (STORAGE) MARKET, 2001 (NON-CHIP MEMORY MARKETS, MILLIONS OF UNITS)
WORLDWIDE SEMICONDUCTOR MEMORY MARKET OVERVIEW
* Table 4. WORLDWIDE AVERAGE SELLING PRICE OF DIFFERENT MEMORY CHIPS, 1999-2007 (128-MBIT EQUIVALENTS; IN $)
* Table 5. WORLDIWDE MEMORY CHIP PRICES FOR DIFFERENT MEMORY TYPES, 2001 (PRICE PER MEGABIT, IN $)
* Table 6. WORLWIDE UNIT SHIPMENTS BY MEMORY CHIP TYPE, THROUGH 2007 (128-MBIT EQUIVALENTS)
* Table 7. WORLDWIDE MEMORY REVENUE BY MEMORY CHIP TYPE, THROUGH 2007 ($ MILLIONS)

COMPUTER MEMORY PRODUCT MARKET SUBSEGMENTS

COMPUTER MEMORY PRODUCT MARKET SUBSEGMENTS (CONTINUED)
COMPUTER MEMORY PRODUCT MARKET SUBSEGMENTS (CONTINUED)
* Table 8. WORLWIDE MEMORY CELLULAR PHONE APPLICATIONS BY MEMORY CHIP TYPE, TROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)
COMPUTER MEMORY PRODUCT MARKET SUBSEGMENTS (CONTINUED)
* Table 9. WORLDWIDE MEMORY CHIP UNIT SALES FOR PC MAIN MEMORY, BY MEMORY CHIP TYPE, THROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)
COMPUTER MEMORY PRODUCT MARKET SUBSEGMENTS (CONTINUED)
* Table 10. MEMORY CHIP PRODUCTS BY TYPE AND DENSITY
COMPUTER MEMORY PRODUCT MARKET SUBSEGMENTS (CONTINUED)
REGIONAL AND COMPANY OVERVIEW
* Table 11. MEMORY PRODUCTION REVENUE BY REGIONAL BASE, 1999-2001 ($ MILLIONS)
* Table 12. WORLDWIDE MEMORY CHIP SALES BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 12. (CONTINUED)
REGIONAL AND COMPANY OVERVIEW (CONTINUED)
REGIONAL AND COMPANY OVERVIEW (CONTINUED)
TERMINOLOGY
* Table 13. COMPUTER MEMORY TERMINOLOGY
* Table 13. (CONTINUED)
HISTORY OF THE COMPUTER MEMORY CHIP MARKET
HISTORY OF THE COMPUTER MEMORY CHIP MARKET (CONTINUED)
HISTORICAL ACQUSITIONS, MERGERS AND JOINT VENTURES
Historical Acqusitions, Mergers and Joint Ventures (Continued)
* Table 14. SUMMARY OF ACQUISITONS BY MEMORY COMPANIES, 1995-2001
FUTURE INFLUENCES ON THE COMPUTER MEMORY MARKET

INDUSTRY STRUCTURE

WORLDWIDE COMPUTER MEMORY INDUSTRY STRUCTURE
* Table 15. COMPUTER MEMORY COMPANIES BY PRIMARY PRODUCT CATEGORY
TYPES OF MEMORY CHIP COMPANIES
* Table 16. MEMORY SEMICONDUCTOR COMPANIES BY TIER-MARKET SEGMENT
END-USER MARKETS OF COMPUTER MEMORY
* Table 17. PRIMARY END-PRODUCT MARKETS FOR COMPUTER MEMORY CHIPS
* Table 18. PC CUSTOMER BASE BY REGION
* Table 19. WORLDWIDE MEMORY CARD/MODULE REVENUE, 2000 ($ MILLIONS)
* Table 20. JAPAN'S SECURE DATA (SD) CARD PRODUCTION BY SITE, 2000 (UNITS PER MONTH)
GOVERNMENT REGULATIONS
INFLUENCES ON SALES
INFLUENCES ON PRICES
Computer Memory: Silicon Area and Price
* Table 21. SILICON AREA FOR DIFFERENT TYPES OF MEMORY CHIPS
Memory Chip Electrical Specifications
* Table 22. ELECTRICAL SPECIFICATIONS OF MEMORY CHIPS
PRODUCT DISTRIBUTION CHANNELS
* Table 23. DISTRIBUTORS OF MEMORY CHIPS
INTERNATIONAL
* Table 24. MEMORY CONSUMPTION BY GEOGRAPHIC REGION, THROUGH 2007 ($ MILLIONS)
* Table 25. MEMORY CHIP COMPANY SALES BY REGION, 2001 (PERCENT OF TOTAL COMPANY SALES)
* Table 26. U.S. EXPORTS OF MEMORY BY PRODUCT TYPE, 2001 (MILLION UNITS, $ MILLIONS)
* Table 27. U.S. IMPORTS OF MEMORY BY PRODUCT TYPE, 2001 (MILLION UNITS, $ MILLIONS)
* Table 27. (CONTINUED)
* Table 28. KOREAN MEMORY EXPORTS BY TYPE, SECOND QUARTER 2002 ($ MILLIONS)
DRAM MEMORY CONSUMPTION BY REGION
* Table 29. DRAM CONSUMPTION BY GEOGRAPHIC REGION, 1999 THROUGH 2007 ($ MILLIONS)
* Table 30. KOREAN EXPORTS OF DRAMS TO THE U.S., 2001 (MILLION UNITS, $ MILLIONS)
* Table 31. KOREAN DRAM EXPORTS BY PRODUCT TYPE, 2000-2002 (MILLIONS OF UNITS)
* Table 32. KOREAN DRAM EXPORTS BY PRODUCT TYPE (PERCENT OF TOTAL KOREAN DRAM EXPORT SALES)
* Table 33. MICRON TECHNOLOGY'S TOTAL PRODUCT REVENUE BY REGION, 1999-2001* ($ MILLIONS)
DRAM Memory Consumption by Region (Continued)
* Table 34. U.S. EXPORTS OF DRAMS BY COUNTRY, 2001
FLASH AND EEPROM CONSUMPTION BY REGION
* Table 35. FLASH CONSUMPTION BY GEOGRAPHIC REGION, THROUGH 2007 ($ MILLIONS)
* Table 36. NONVOLATILE MEMORY EXPORTS FROM THE U.S., 2001
* Table 37. U.S. IMPORTS OF EEPROMS, BY COUNTRY, 2001 (> 900 KBITS)
* Table 38. U.S. EXPORTS/IMPORTS, EEPROMS, 2001
HIGH GROWTH END MARKET PRODUCTION REGIONS
High Growth End Market Production Regions (Continued)
* Table 39. COMPUTER EQUIPMENT IMPORTS INTO THE U.S., BY COUNTRY, 1998-2001 ($ MILLIONS)
* Table 40. CHINA'S PC COMPANIES AND PRODUCTION, 2000-2002 (MILLIONS OF UNITS)
* Table 41. CHINA'S CELLULAR PHONE COMPANIES AND PRODUCTION, 2000-2002 (MILLIONS OF UNITS)
* Table 42. NOKIA REVENUE FROM CHINA, 1999-2001 ($ MILLIONS)
INTERNATIONAL CONSIDERATIONS FOR OTHER TYPES OF MEMORY

MANUFACTURING AND TECHOLOGY

Figure 1. TRANSISTOR SIZE AND FEATURE LENGTH
Figure 2. FORMULA FOR SILICON AREA AS A FUNCTION OF FEATURE LENGTH
* Table 43. FLASH PROCESS TECHNOLOGY FEATURE LENGTH, BY YEAR, 1986-2002
MEMORY CELL SIZE AND FEATURE LENGTH
* Table 44. MEMORY CELL SIZES IN TERMS OF SCALE FACTOR S
WAFER PRODUCTION CAPACITY, COSTS AND YIELD
* Table 45. SILICON SURFACE AREA FOR DIFFERENT SIZE WAFERS (YIELD OF 75%)
Figure 3. WAFER EDGE LOSS
* Table 46. WAFER FABRICATION FACILITY COSTS (200 MM)
* Table 47. FEATURE LENGTH MANUFACTURING CAPACITY, BY COMPANY, 2002

WORLDWIDE NONVOLATILE MEMORY MARKET

NONVOLATILE MEMORY PRODUCT TECHNOLOGY
* Table 48. NONVOLATILE MEMORY CHIP SPECIFICATIONS
NONVOLATILE MEMORY PRODUCT TECHNOLOGY
* Table 49. NONVOLATILE MARKET REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 49. (CONTINUED)
FLASH MARKET OVERVIEW
FLASH MARKET SHIPMENTS
* Table 50. WORLDWIDE FLASH SHIPMENTS, REVENUE AND ASP, THROUGH 2007
FLASH PRODUCT MARKET SEGMENTS
* Table 51. WORLDWIDE FLASH SALES BY TYPE, THROUGH 2007 ($ MILLIONS)
The NOR Flash Market
* Table 52. NOR FLASH REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
The NOR Flash Market (Continued)
The NAND Flash Market
* Table 53. APPLICATIONS OF NAND FLASH BY MARKET, 2001 (PERCENT OF REVENUE)
* Table 54. NAND/AND FLASH REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 55. NAND/AND FLASH SHIPMENTS BY COMPANY, 1999-2001 (MILLIONS OF 128-MBIT EQUIVALENTS)
Figure 4. SANDISK ANNUAL REVENUE, 1999-2001 ($ MILLIONS)
* Table 56. SONY MEMORY STICK SHIPMENTS BY APPLICATION, 1999-2002 (MILLIONS OF UNITS)
NAND/AND Product Specifications
FLASH MARKET DEMAND BY APPLICATION
* Table 57. FLASH DEMAND MODEL, BY APPLICATION, THROUGH 2007 (128-MBIT EQUIVALENTS, MILLIONS OF UNITS)
The Cellular Phone Market
The Cellular Phone Market (Continued)
Figure 5. CELLULAR PHONE DESIGN
* Table 58. CELLULAR FLASH CUSTOMER BASE BY REGION
Flash Card Market
PDA Market
* Table 59. PDA AND HANDHELD PC COMPANIES BY REGION
* Table 60. PALM INC. ANNUAL REVENUE BY YEAR, 1997-2001 ($ MILLIONS)
Digital Camera Market
Figure 6. DIGITAL CAMERA FLASH DESIGN
* Table 61. DIGITAL CAMERA COMPANIES BY REGION
The Set-Top Market
The Set-Top Market (Continued)
* Table 62. SET-TOP COMPANIES BY REGION
Flash Bios Market
Flash Bios Market (Continued)
* Table 63. SILICON STORAGE TECHNOLOGY SALES, 1999-2001 ($ MILLIONS)
* Table 64. SILICON STORAGE TECHNOLOGY FLASH CHIP PRICES, 2002 (FOR PURCHASE ORDERS OF 100,000 UNITS)
DVD Market
* Table 65. DVD COMPANIES BY REGION
GPS Market
Internet Phone Market
Internet Audio Player Market
* Table 66. INTERNET AND AUDIO PLAYER COMPANIES
The Automotive Market
Other Markets
FLASH PRODUCT SHIPMENTS BY APPLICATION AND COMPANY
* Table 67. NOR FLASH SHIPMENTS BY APPLICATION AND COMPANY, 2001 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)
Flash Product Shipments by Application and Company (Continued)
* Table 68. NOR FLASH SHIPMENTS BY APPLICATION AND COMPANY, 2000 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)
* Table 69. FLASH SHIPMENTS BY APPLICATION AND COMPANY, 1999 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)
Flash Product Shipments by Application and Company (Continued)
Flash Product Shipments by Application and Company (Continued)
* Table 70. FLASH CUSTOMER BASE, BY COMPANY
* Table 71. ATMEL CUSTOMER BASE BY CUSTOMER
NOR FLASH SHIPMENTS BY COMPANY AND PRODUCT TYPE
* Table 72. 128-MBIT NOR FLASH EQUILVALENT SHIPMENTS BY COMPANY (MILLIONS OF 128-MBIT EQUIVALENT UNITS)
* Table 72. (CONTINUED)
* Table 73. NOR FLASH SHIPMENTS BY PRODUCT TYPE AND COMPANY, 2001 (MILLIONS OF UNITS)
* Table 73. (CONTINUED)
NOR Flash Shipments by Company and Product Type (Continued)
NOR Flash Shipments by Company and Product Type (Continued)
* Table 74. FLASH SHIPMENTS BY PRODUCT TYPE AND COMPANY, 2000 (MILLIONS OF UNITS)
* Table 74. (CONTINUED)
FLASH PRICING AND THE MARKET
* Table 75. NAND FLASH CHIP PRICING, 1999-2002 ($ PER CHIP)
* Table 76. NOR FLASH CHIP PRICING, 1998-2002 ($ PER CHIP; QUANTITY OF 10K+)
OTHER FLASH COMPANIES
* Table 77. OTHER FLASH COMPANIES
* Table 77. (CONTINUED)
FLASH DESIGN AND MANUFACTURING TECHNOLOGY
* Table 78. FLASH CELL SIZE VERSUS FEATURE LENGTH
Flash Design and Manufacturing Technology
Flash Production Capacity Calculations
* Table 79. FLASH DIE SIZE, PROCESS TECHNOLOGY, AND DIE PER WAFER
Flash Production Capacity Calculations (Continued)
* Table 80. GBITS AND REVENUE PER WAFER BY TYPE AND FEATURE LENGTH, 2001 (75% YIELD, 200-MM WAFER SIZE)
WORLDWIDE NOR FLASH WAFER PRODUCTION CAPACITY
Worldwide NOR Flash Wafer Production Capacity (Continued)
Worldwide NOR Flash Wafer Production Capacity (Continued)
* Table 81. NOR FLASH WAFER PRODUCTION CAPACITY BY COMPANY, 1999-2002 (THOUSANDS OF 8-INCH WAFERS)
300-mm Flash Wafer Production Capacity
* Table 82. 300-MM FLASH MEMORY WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 12 INCH WAFERS)
REGIONAL FLASH PRODUCTION ANALYSIS
* Table 83. WORLDWIDE TOTAL NAND/NOR FLASH PRODUCTION CAPACITY, BY REGION, THROUGH 2007 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)
Taiwan
* Table 84. TAIWAN FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 8-INCH EQUIVALENT WAFERS)
Taiwan (Continued)
Taiwan (Continued)
Figure 7. MACRONIX FLASH SALES BY MONTH, 2001 ($ MILLIONS)
Taiwan (Continued)
China
* Table 85. CHINA'S FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
Singapore and Malaysia
* Table 86. SINGAPORE/MALAYSIA FLASH WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFERS)
Japan
* Table 87. JAPAN'S WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFERS)
Japan (Continued)
Korea
* Table 88. KOREA'S FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)
Europe and the Middle East
* Table 89. EUROPE'S FLASH WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)
* Table 90. STMICROELECTRONICS PROCESS ROAD MAP, 1998-2002
North America
Intel Flash Manufacturing Capacity
Intel Flash Manufacturing Capacity (Continued)
* Table 91. NORTH AMERICAN 200-MM FLASH WAFER PRODUCTION CAPACITY, 1998-2002 (THOUSANDS OF 200-MM WAFERS)
FLASH SUPPLY CONTRACTS
* Table 92. SHARP FLASH SUPPLIER PRODUCTION, 2001-2002 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 93. FLASH AND EMBEDDED FLASH CONTRACT FOUNDRY SUPPLIERS
Figure 8. TOWER SEMICONDUCTOR SUPPLY CHAIN
Figure 9. THE SMIC SUPPLY CHAIN
Figure 10. THE SHARP SUPPLY CHAIN
Figure 11. THE SST SUPPLY CHAIN
Figure 12. THE MITSUBISHI SUPPLY CHAIN
* Table 94. MAJOR FLASH TECHNOLOGY AND MANUFACTURING AGREEMENTS
FERROELECTRIC MEMORY MARKET
FERAM MARKET SIZE AND DEVELOPMENTS
FERAM Market Size and Developments (Continued)
* Table 95. WORLDWIDE FERROELECTRIC MARKET PRODUCT SHIPMENTS, 2000-2007 (MILLIONS OF UNITS)
* Table 96. RAMTRON FERAM PRODUCT REVENUE, 1996-2001 ($ MILLIONS)
* Table 97. FERROELECTRIC COMPANIES AND ORGANIZATIONS
FERROELECTRIC PRODUCTION CAPACITY
* Table 98. FERAM PRODUCTION LEVELS OF SELECTED MANUFACTURERS, 1999-2002 (MILLIONS OF 128 KBIT EQUIVALENTS)
Ferroelectric Production Capacity (Continued)
FERROELECTRIC APPLICATIONS
* Table 99. APPLICATIONS FOR RAMTRON'S PRODUCTS
FERROELECTRIC MANUFACTURING TECHNOLOGY
* Table 100. FERROELECTRIC CELL SIZE VERSUS FEATURE LENGTH
* Table 101. FERROELECTRIC ELECTRICAL SPECIFICATIONS
FERROELECTRIC PRICING
* Table 102. FERROELECTRIC MEMORY PRODUCT PRICING ($)
FERROELECTRIC LICENSE AND DEVELOPMENT AGREEMENTS
Ramtron Licenses
* Table 103. RAMTRON FERROELECTRIC LICENSE PARTNERS
Ramtron Licenses (Continued)
Ramtron Customer History
* Table 104. RAMTRON'S TOP CUSTOMERS, 2000-2001
Symetrix Licensees
Texas Instruments
MRAM MEMORY MARKET
MRAM TECHNOLOGY
* Table 105. 256-KBIT MRAM SPECIFICATIONS
MRAM DEVELOPMENT AND COMMERICALIZATION COMPANIES
* Table 106. COMPANIES WITH MRAM DEVELOPMENT EFFORTS, 2002
PRODUCTION CAPACITY AND DEVELOPMENTS
ROM MEMORY MARKET
* Table 107. ROM REVENUE BY COMPANY, 1999-2001
ROM PRODUCT ANALYSIS
* Table 108. ROM PRODUCT TYPES BY STORAGE DENSITY
ROM PRODUCTION
EPROM MEMORY MARKET
MEMORY CHIP COMPANY SALES BY REGION
EPROM Companies
* Table 109. EPROM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
EPROM Embedded Technology
EPROM and Related Process Technologies
EPROM Applications
* Table 110. EPROM APPLICATIONS
EPROM Products
* Table 111. EPROM PRODUCTS BY STORAGE DENSITY
EEPROM MEMORY MARKET
* Table 112. U.S. IMPORTS OF EEPROMS, 2001
* Table 113. SERIAL EEPROMS BY COMPANY AND PRODUCT TYPE
* Table 114. PARALLEL EEPROM PRODUCTS BY DENSITY
EEPROM MARKET
* Table 115. EEPROM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
EEPROM Applications
* Table 116. SERIAL AND PARALLEL EEPROM APPLICATIONS
EEPROM Applications (Continued)
* Table 117. EEPROM FOUNDRIES

WORLDWIDE VOLATILE MEMORY MARKET

* Table 118. VOLATILE MEMORY MARKET REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 118. (CONTINUED)
WORLDWIDE DRAM MARKET
* Table 119. DRAM MARKET REVENUE, SHIPMENTS AND ASP, THROUGH 2007
* Table 120. WORLDWIDE DRAM SHIPMENTS BY STORAGE DENSITY CAPACITY, 1999-2001 (MILLIONS OF UNITS)
* Table 121. U.S. IMPORTS OF DRAMS, 2001
MAJOR DRAM END MARKETS
Major DRAM End Markets (Continued)
* Table 122. AVERAGE DRAM MEGABYTES PER PC SYSTEM SHIPPED, 1999-2002
* Table 123. WORLDWIDE DRAM REVENUE FROM THE PC MARKET, THROUGH 2007 ($ MILLIONS)
Major DRAM End Markets (Continued)
* Table 124. MEGABYTES OF MAIN MEMORY DRAM SHIPPED WITH DESKTOP COMPUTERS, BY MANUFACTURER, JUNE 2001 (OUT OF 454 MODELS SURVEYED)
SECONDARY DRAM END MARKETS
* Table 125. DRAM DEMAND BY END MARKET SEGMENT, THROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)
Graphics Memory Market
Graphics Memory Market (Continued)
* Table 126. WORLDWIDE VIDEO GAME DRAM SHIPMENTS, THROUGH 2007 (MILLIONS OF UNITS)
Figure 13. GRAPHICS AND MOTHERBOARD MEMORY
PDA/Handheld Computer Market
PDA/Handheld Computer Market (Continued)
* Table 127. WORLDWIDE DRAM SHIPMENTS TO THE PDA MARKET, THROUGH 2007 (MILLIONS OF UNITS)
DRAM Memory Card Market
Laser and Ink Jet Printer Markets
Disk Arrays
The Network Server and Router Market
The Workstation Market
The Automatic Test Equipment Market
DRAM Aftermarket
The Set-Top Box Market
Other Markets
DRAM AVERAGE SELLING PRICE AND THE MARKETPLACE
Figure 14. WORLDWIDE 128-MBIT DRAM PRICING, APRIL 2000-MARCH 2002 ($ PER UNIT)
Figure 15. PROMOS SALES BY MONTH, JAN. 2001-JAN. 2002 ($ MILLIONS)
Figure 15. (CONTINUED)
* Table 128. WORLDWIDE DRAM ASP BY STORAGE DENSITY CAPACITY, 1999-2007 ($)
* Table 129. KOREAN DRAM ASP BY PRODUCT TYPE, JAN. 2001-APR. 2002 ($)
* Table 130. U.S. DRAMS IMPORTS AND EXPORTS, 2001
* Table 131. ASP OF DRAMS BY PRODUCT TYPE, 2001
DRAM MARKET SHARES BY REGION AND COMPANY
DRAM Market Shares by Region andc(Continued)
* Table 132. DRAM MARKET REVENUE BY REGIONAL ORIGIN, THROUGH 2007 ($ MILLIONS)
* Table 133. DRAM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
DRAM SHIPMENTS BY PRODUCT TYPE AND COMPANY
* Table 134. DRAM SHIPMENTS BY COMPANY, 1999-2001 (128-MBIT EQUIVALENTS)
* Table 134. (CONTINUED)
* Table 135. DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 2001 (MILLIONS OF UNITS)
* Table 136. DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 2000 (MILLIONS OF UNITS)
* Table 137. DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 1999 (MILLIONS OF UNITS)
* Table 137. (CONTINUED)
DRAM SHIPMENTS BY APPLICATION
* Table 138. DRAM SHIPMENTS BY APPLICATION, 2001 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 139. DRAM SHIPMENTS BY APPLICATION, 2000 (MILLIONS OF 128-MBIT EQUIVALENTS)
DRAM Shipments by Application (Continued)
* Table 140. DRAM CUSTOMER BASE BY COMPANY
* Table 141. INFINEON'S TOP CUSTOMERS
* Table 142 DRAM CUSTOMER BASE BY REGION
* Table 142 (CONTINUED)
RDRAM Market
* Table 143. INTEL MEMORY PRODUCTION INVESTMENTS ($ MILLIONS)
RDRAM Market (Continued)
RDRAM Applications
RDRAM Production
* Table 144. RDRAM PRODUCTION BY COMPANY, 1999-2002 (MILLIONS OF 128-MBIT EQUIVALENT UNITS)
DDR DRAM Market
* Table 145. DDR AND QDR DRAM UNIT SALES, THROUGH 2007 (MILLIONS OF UNITS)
DDR DRAM Market (Continued)
DDR DRAM MARKET SHARE AND PRODUCTION CAPACITY
DDR DRAM Market Share and Production Capacity (Continued)
* Table 146. DDR DRAM PRODUCTION BY COMPANY, 1999-2002 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 146. (CONTINUED)
DRAM MANUFACTURING AND TECHNOLOGY
* Table 147. DRAM CELL SIZE AND PROCESS FEATURE LENGTH
DRAM Die Wafer Capacity and Production Costs
* Table 148. DRAM PRODUCTION COSTS AS A FUNCTION OF WPM AND SIZE
* Table 149. DRAM CAPACITY PER WAFER, BY COMPANY AND FEATURE LENGTH (75% YIELD, 200-MM WAFER DIAMETER)
* Table 150. GBITS AND REVENUE PER WAFER, BY TYPE AND FEATURE LENGTH (75% YIELD, 200-MM WAFER SIZE)
REGIONAL DRAM PRODUCTION AND COMPANY ANALYSIS
* Table 151. DRAM CAPACITY BY GEOGRAPHIC REGION (THOUSANDS OF 200-MM WAFER EQUIVALENTS; MILLIONS OF 128-MBIT EQUIVALENTS)
Regional DRAM Production and Company Analysis (Continued)
* Table 152. 300-MM DRAM MEMORY WAFER FABRICATION CAPACITY, BY COMPANY (THOUSANDS OF WAFERS)
* Table 153. DRAM WAFER FABRICATION CAPACITY BY COMPANY (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 153. (CONTINUED)
U.S.
* Table 154. NORTH AMERICAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
U.S. (Continued)
Korea
Korea (Continued)
* Table 155. KOREA DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
Taiwan
* Table 156. TAIWAN'S 200-MM DRAM WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
Taiwan (Continued)
Taiwan (Continued)
Taiwan (Continued)
Taiwan (Continued)
Singapore
* Table 157. SINGAPORE DRAM WAFER FABRICATION CAPACITY, BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
China
* Table 158. CHINA DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
Europe
* Table 159. EUROPEAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
Japan
Japan (Continued)
* Table 160. JAPAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
Japan (Continued)
SRAM MEMORY MARKET
* Table 161. WORLDWIDE SRAM REVENUE SHIPMENTS AND ASP, THROUGH 2007
* Table 162. U.S. SRAM IMPORTS BY DENSITY LEVEL, 2001
* Table 163. U.S. SRAM IMPORTS AND EXPORTS, 2001
* Table 164. U.S. SRAMS EXPORTS BY COUNTRY
* Table 165. SRAM DEMAND BY APPLICATION MODEL, THROUGH 2007 (2-MBIT EQUIVALENTS)
COMPANY MARKET SHARE
* Table 166. SRAM REVENUE BY COMPANY ($ MILLIONS)
SRAM MANUFACTURING AND DESIGN TECHNOLOGY
SRAM Cell Technology
* Table 167. SRAM CELL SIZE AND PROCESS TECHNOLOGY
SRAM and SOI Technology
Soft Error Rates
SRAM APPLICATIONS
SRAM Applications (Continued)
SRAM PRODUCTS AND ELECTRICAL SPECIFICATIONS
* Table 168. SRAM PRODUCT TYPES BY COMPANY
* Table 168. (CONTINUED)
* Table 169. SRAM PRODUCT SPECIFICATIONS
* Table 169. (CONTINUED)
Regional SRAM Manufacturing
China
Japan
* Table 170. JAPAN-BASED SRAM WAFER FABRICATION FACILITIES
Korea
* Table 171. KOREAN BASED SRAM WAFER FABRICATION FACILITIES
Taiwan and Asia Pacific
* Table 172. SRAM ASSEMBLY AND PACKAGING FACILITIES
U.S.
* Table 173. U.S. BASED SRAM WAFER FABRICATION FACILITIES

WORLDWIDE SPECIALTY MEMORY MARKET

CONTENT ADDRESSABLE MEMORY MARKET (CAM)
CONTENT ADDRESSABLE MEMORY MARKET (CAM) (CONTINUED)
* Table 174. STATISTICAL DATA OF CAM COMPANIES, 2001
CAM HISTORY
CAM PRODUCT DEVELOPMENTS
CAM MANUFACTURING AND TECHNOLOGY
* Table 175. CAM CELL AND MEMORY CHIP SIZES
CAM CUSTOMERS
PRODUCT TECHNOLOGY HISTORY
CAM MANUFACTURING CAPACITY
CAM PRODUCT OPERATION
CAM PRODUCTS AND PRICING
* Table 176. CAM PRODUCTS BY COMPANY
* Table 177. CAM PRICING
CAM APPLICATIONS
* Table 178. CAM APPLICATIONS
3D MEMORY MARKET
3D Memory Market (Continued)
* Table 179. MCP FLASH SRAM COMPANIES
PSEUDO SRAM (PSRAM) 1-T SRAM MARKET
PSRAM PRODUCT OFFERINGS
* Table 180. PSRAM PRODUCTS BY COMPANY
PSRAM ELECTRICAL SPECIFICATIONS
* Table 181. PSRAM ELECTRICAL SPECIFICATIONS
PSRAM PRODUCTION CAPACITY
LICENSE AGREEMENTS
* Table 182. 1T SRAM CELL LICENSEES
PSRAM CUSTOMERS
FIFO MEMORY MARKET
IP CORE/EMBEDDED MEMORY TECHNOLOGY
* Table 183. EMBEDDED MEMORY CAPACITY BY MEMORY TYPE
EMBEDDED MEMORY MARKET
* Table 184. IP EMBEDDED MEMORY CORE SALES, 1999-2001 ($ MILLIONS)
* Table 185. EMBEDDED IP MEMORY COMPANIES BY MEMORY PRODUCT
* Table 185. (CONTINUED)
* Table 186. EMBEDDED MEMORY FOUNDRIES
THE EMBEDDED SRAM MARKET
THE EMBEDDED FLASH MARKET
The Embedded Flash Market (Continued)
Licenses and Agreements
EMBEDDED FLASH PROCESS TECHNOLOGY
EMBEDDED FLASH FACILITIES
EMBEDDED EEPROM MARKET
EMBEDDED DRAM MARKET
* Table 187. EMBEDDED DRAM APPLICATIONS
Agreements and Licenses
Embedded DRAM Integration Levels
* Table 188. EMBEDDED DRAM TECHNOLOGY INTEGRATION LEVELS
Embedded DRAM Integration Levels (Continued)
Embedded DRAM Integration Levels (Continued)
Embedded DRAM Integration Levels (Continued)
Embedded DRAM Products
EMBEDDED FERROELECTRIC MARKET AND TECHNOLOGY
APPLICATION SPECIFIC DRAM MARKETS
Application Specific DRAM Markets (Continued)

TECHNOLOGY AND PATENT DEVELOPMENTS

TECHNOLOGY AND PATENT DEVELOPMENTS (CONTINUED)
MAGNETORESITIVE TECHNOLOGY (MRAM)
* Table 189. MOTOROLA MRAM CAM PATENTS
Figure 16. MAGNETORESISTIVE MEMORY CELL CIRCUIT
* Table 190. MICROMEM MRAM PATENTS
NANOMEMORY TECHNOLOGY-THE END-GAME?
NANOMEMORY TECHNOLOGY-THE END-GAME? (CONTINUED)
* Table 191. QUANTUM DOT COMPANIES AND RESEARCH ORGANIZATIONS
PSRAM 1T PATENTS PATENTS
* Table 192. 1T-SRAM DRAM CONTROLLER PATENTS
COMPUTER MEMORY LICENSEES
PATENTS AND LITIGATION
PATENT BREAKDOWN ANALYSIS
* Table 193. PATENT HOLDINGS BY REGION AND MEMORY TYPE
* Table 194. U.S. MEMORY PATENT HOLDINGS BY NORTH AMERICAN COMPANIES, JAN. 1996-APR. 2002
* Table 195. JAPAN'S U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002
* Table 196. TAIWAN'S U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002
* Table 197. EUROPEAN U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002
* Table 198. KOREAN U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002

COMPANY DIRECTORY

1ST SILICON
1ST SILICON (AMERICA) INC.
ALTIS SEMICONDUCTOR
ADVANCED MICRO DEVICES
ALLIANCE SEMICONDUCTOR
ADVANCED MEMORY INTERNATIONAL, INC.
ANGSTREM
ATMEL
ASTRALUX, INCORPORATED
ATMOS SEMICONDUCTOR
AZALEA MICROELECTRONICS
BRILLIANCE SEMICONDUCTOR
BRILLIANCE SEMICONDUCTOR, INC.
CATALYST SEMICONDUCTOR
CELLIS SEMICONDUCTOR
CRUCIAL TECHNOLGY
CRUCIAL TECHNOLOGY EUROPE
CYPRESS SEMICONDUCTOR
DOMINION SEMICONDUCTOR
DONGBHU ELECTRONICS
DONGBU CORPORATE
ELITE SEMICONDUCTOR MEMORY TECHNOLOGY, INC.
ELPIDA MEMORY INC.
ELPIDA MEMORY USA
ENHANCED MEMORY DEVICES
EPSON ELECTRONICS AMERICA
FAIRCHILD SEMICONDUCTOR
FAIRCHILD SEMICONDUCTOR INTERNATIONAL
FUJITSU AMD SEMICONDUCTOR
FUJITSU FRAM CENTRE
FUJITSU LTD.
FUJITSU MICROELECTRONICS AMERICA
FUJITSU MICROELECTRONICS EUROPE
GRACE SEMICONDUCTOR MANUFACTURING CORP.
GSI TECHNOLOGY
HITACHI AMERICA
HITACHI LTD.
HITACHI NIPPON STEEL SEMICONDUCTOR SINGAPORE PTE. LTD.
HYNIX SEMICONDUCTOR AMERICA
HYNIX SEMICONDUCTOR
IBM MICROELECTRONICS
INNOVATIVE SILICON SOLUTIONS
INFINEON TECHNOLOGIES
INGENTIX
INTEGRATED DEVICE TECHNOLOGY
INTEGRATED SILICON SOLUTIONS
INTEL
KAWASAKI LSI
KTI SEMICONDUCTOR, NISHIWAKI 1
LAWRENCE LIVERMORE LABORATORIES
LEMELSON ASSISTIVE TECHNOLOGY DEVELOPMENT CENTER
THE LEMELSON CENTER FOR INVENTION, INNOVATION AND ENTREPRENEURSHIP
M-SYSTEMS, INC.
MACRONIX
MATRIX SEMICONDUCTOR, INC.
MATSUSHITA
MICROCHIP TECHNOLOGY
MICROMEM TECHNOLOGIES
MICRON TECHNOLOGY
MIKRON
MITSUBISHI AMERICA
MITSUBISHI ELECTRIC CORPORATION
MITSUBISHI ELECTRIC HONG KONG LTD.
MITSUBISHI ELECTRIC TAIWAN COMPANY, LTD.,
MITSUBISHI ELECTRIC ASIA PTE LTD
MITSUBISHI ELECTRIC AUSTRALIA SEMICONDUCTOR DIVISION
MOSAID TECHNOLOGIES
MOSEL-VITELIC
MOSYS
MOTOROLA SEMICONDUCTOR PRODUCTS
MUSIC SEMICONDUCTORS
NANYA TECHNOLOGY CORP.
NANYA TECHNOLOGY CORP. U.S.
NANO AMP SOLUTIONS
NANOSCIENCES CORP.
NATIONAL SCIENTIFIC CORP.
NCIIA-THE NATIONAL COLLEGIATE INVENTORS AND INNOVATORS ALLIANCE
NEC ELECTRON DEVICES
NEC ELECTRONICS
NEC SHANGHAI HUA MICROELECTRONICS CO. LTD.
NETLOGIC MICROSYSTEMS
NIPPON FOUNDRY
OKI SEMICONDUCTOR
OPTICOM ASA
POWERCHIP SEMICONDUCTOR
PROMOS TECHNOLOGIES
RADIANT TECHNOLOGIES
RAMBUS
RAMTRON
ROLLTRONICS
ROHM ELECTRONICS
SAIFUN SEMICONDUCTOR
SAMSUNG AUSTIN SEMICONDUCTOR
SAMSUNG SEMICONDUCTOR
SANDISK
SANYO ELECTRIC
SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
SHANGHAI HUA MICROELECTRONICS CO. LTD.
SHARP CORP.
SHARP MICROELECTRONICS OF THE AMERICAS
SHOUGANG-NEC ELECTRONICS CO. LTD.
SIBERCORE
SIGMARAM CONSORTIUM
SILICON7
SILICON ACCESS TECHNOLOGY
SILICON BASED TECHNOLOGY
SILICON STORAGE TECHNOLOGY
SIMTEK
SINGAPORE ECONOMIC DEVELOPMENT BOARD
SINGAPORE ECONOMIC DEVELOPMENT BOARD, NEW YORK
SONY CORP.
STMICROELECTRONICS
SUBMICRON SEMICONDUCTOR TECHNOLOGIES GMBH
SWISS FEDERAL INSTITUTE OF TECHNOLOGY
SYMETRIX
TECH SEMICONDUCTOR
TELCORDIA TECHNOLOGY
THIN FILM ELECTRONICS ASA
TOSHIBA, IRVINE
TOSHIBA SEMICONDUCTOR COMPANY
TOWER SEMICONDUCTOR
TRENCENTI TECHNOLOGIES
UNITED MICROELECTRONICS
VANGUARD INTERNATIONAL SEMICONDUCTOR
VIRAGE LOGIC
WINBOND ELECTRONICS CORPORATION
WINBOND ELECTRONICS CORP. AMERICA
XICOR
ZENTRUM MIKROELEKTRONIK DRESDEN
ZIPTRONIX INCORPORATED

LIST OF TABLES

Summary Table:

WORLDWIDE MARKET FOR SEMICONDUCTOR MEMORY, THROUGH 2007 ($ MILLIONS)* Table 1 DIMENSIONS OF ROTATING MEMORY AND NONROTATING MEMORY

* Table 2 SPECIFICATIONS OF ROTATING MEMORY AND NONROTATING, NONVOLATILE MEMORY
* Table 3 WORLDWIDE NONSEMICONDUCTOR COMPUTER MEMORY (STORAGE) MARKET, 2001 (NON-CHIP MEMORY MARKETS, MILLIONS OF UNITS)
* Table 4 WORLDWIDE AVERAGE SELLING PRICE OF DIFFERENT MEMORY CHIPS, 1999-2007 (128-MBIT EQUIVALENTS; IN $)
* Table 5 WORLDIWDE MEMORY CHIP PRICES FOR DIFFERENT MEMORY TYPES, 2001 (PRICE PER MEGABIT, IN $)
* Table 6 WORLWIDE UNIT SHIPMENTS BY MEMORY CHIP TYPE, 1999 THROUGH 2007 (128-MBIT EQUIVALENTS)
* Table 7 WORLDWIDE MEMORY REVENUE BY MEMORY CHIP TYPE, 1999 THROUGH 2007 ($ MILLIONS)
* Table 8 WORLWIDE MEMORY CELLULAR PHONE APPLICATIONS BY MEMORY CHIP TYPE, 1999 TROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 9 WORLDWIDE MEMORY CHIP UNIT SALES FOR PC MAIN MEMORY, BY MEMORY CHIP TYPE, 1999 THROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 10 MEMORY CHIP PRODUCTS BY TYPE AND DENSITY
* Table 11 MEMORY PRODUCTION REVENUE BY REGIONAL BASE, 1999-2001 ($ MILLIONS)
* Table 12 WORLDWIDE MEMORY CHIP SALES BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 13 COMPUTER MEMORY TERMINOLOGY
* Table 14 SUMMARY OF ACQUISITONS BY MEMORY COMPANIES, 1995-2001
* Table 15 COMPUTER MEMORY COMPANIES BY PRIMARY PRODUCT CATEGORY
* Table 16 MEMORY SEMICONDUCTOR COMPANIES BY TIER-MARKET SEGMENT
* Table 17 PRIMARY END-PRODUCT MARKETS FOR COMPUTER MEMORY CHIPS
* Table 18 PC CUSTOMER BASE BY REGION
* Table 19 WORLDWIDE MEMORY CARD/MODULE REVENUE, 2000 ($ MILLIONS)
* Table 20 JAPAN'S SECURE DATA (SD) CARD PRODUCTION BY SITE, 2000 (UNITS PER MONTH)
* Table 21 SILICON AREA FOR DIFFERENT TYPES OF MEMORY CHIPS
* Table 22 ELECTRICAL SPECIFICATIONS OF MEMORY CHIPS
* Table 23 DISTRIBUTORS OF MEMORY CHIPS
* Table 24 MEMORY CONSUMPTION BY GEOGRAPHIC REGION, THROUGH 2007 ($ MILLIONS)
* Table 25 MEMORY CHIP COMPANY SALES BY REGION, 2001 (PERCENT OF TOTAL COMPANY SALES)
* Table 26 U.S. EXPORTS OF MEMORY BY PRODUCT TYPE, 2001 (MILLIONS UNITS, $ MILLIONS)
* Table 27 U.S. IMPORTS OF MEMORY BY PRODUCT TYPE, 2001 (MILLIONS UNITS, $ MILLIONS)
* Table 28 KOREAN MEMORY EXPORTS BY TYPE, SECOND QUARTER 2002 ($ MILLIONS)
* Table 29 DRAM CONSUMPTION BY GEOGRAPHIC REGION, 1999 THROUGH 2007 ($ MILLIONS)
* Table 30 KOREAN EXPORTS OF DRAMS TO THE U.S., 2001 (MILLION UNITS, $ MILLIONS)
* Table 31 KOREAN DRAM EXPORTS BY PRODUCT TYPE, 2000-2002 (MILLIONS OF UNITS)
* Table 32 KOREAN DRAM EXPORTS BY PRODUCT TYPE (PERCENT OF TOTAL KOREAN DRAM EXPORT SALES)
* Table 33 MICRON TECHNOLOGY'S TOTAL PRODUCT REVENUE BY REGION, 1999-2001* ($ MILLIONS)
* Table 34 U.S. EXPORTS OF DRAMS BY COUNTRY, 2001
* Table 35 FLASH CONSUMPTION BY GEOGRAPHIC REGION, THROUGH 2007 ($ MILLIONS)
* Table 36 NONVOLATILE MEMORY EXPORTS FROM THE U.S., 2001
* Table 37 U.S. IMPORTS OF EEPROMS, BY COUNTRY, 2001 (> 900 KBITS)
* Table 38 U.S. EXPORTS/IMPORTS, EEPROMS, 2001
* Table 39 COMPUTER EQUIPMENT IMPORTS INTO THE U.S., BY COUNTRY, 1998-2001 ($ MILLIONS)
* Table 40 CHINA'S PC COMPANIES AND PRODUCTION, 2000-2002 (MILLIONS OF UNITS)
* Table 41 CHINA'S CELLULAR PHONE COMPANIES AND PRODUCTION, 2000-2002 (MILLIONS OF UNITS)
* Table 42 NOKIA REVENUE FROM CHINA, 1999-2001 ($ MILLIONS)
* Table 43 FLASH PROCESS TECHNOLOGY FEATURE LENGTH, BY YEAR, 1986-2002
* Table 44 MEMORY CELL SIZES IN TERMS OF SCALE FACTOR S
* Table 45 SILICON SURFACE AREA FOR DIFFERENT SIZE WAFERS (YIELD OF 75%)
* Table 46 WAFER FABRICATION FACILITY COSTS (200 MM)
* Table 47 FEATURE LENGTH MANUFACTURING CAPACITY, BY COMPANY, 2002
* Table 48 NONVOLATILE MEMORY CHIP SPECIFICATIONS
* Table 49 NONVOLATILE MARKET REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 50 WORLDWIDE FLASH SHIPMENTS, REVENUE AND ASP, 1999THROUGH 2007
* Table 51 WORLDWIDE FLASH SALES BY TYPE, 1999THROUGH 2007 ($ MILLIONS)
* Table 52 NOR FLASH REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 53 APPLICATIONS OF NAND FLASH BY MARKET, 2001 (PERCENT OF REVENUE)
* Table 54 NAND/AND FLASH REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 55 NAND/AND FLASH SHIPMENTS BY COMPANY, 1999-2001 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 56 SONY MEMORY STICK SHIPMENTS BY APPLICATION, 1999-2002 (MILLIONS OF UNITS)
* Table 57 FLASH DEMAND MODEL, BY APPLICATION, THROUGH 2007 (128-MBIT EQUIVALENTS, MILLIONS OF UNITS)
* Table 58 CELLULAR FLASH CUSTOMER BASE BY REGION
* Table 59 PDA AND HANDHELD PC COMPANIES BY REGION
* Table 60 PALM INC. ANNUAL REVENUE BY YEAR, 1997-2001 ($ MILLIONS)
* Table 61 DIGITAL CAMERA COMPANIES BY REGION
* Table 62 SET-TOP COMPANIES BY REGION
* Table 63 SILICON STORAGE TECHNOLOGY SALES, 1999-2001 ($ MILLIONS)
* Table 64 SILICON STORAGE TECHNOLOGY FLASH CHIP PRICES, 2002 (FOR PURCHASE ORDERS OF 100,000 UNITS)
* Table 65 DVD COMPANIES BY REGION
* Table 66 INTERNET AND AUDIO PLAYER COMPANIES
* Table 67 NOR FLASH SHIPMENTS BY APPLICATION AND COMPANY, 2001 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)
* Table 68 NOR FLASH SHIPMENTS BY APPLICATION AND COMPANY, 2000 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)
* Table 69 FLASH SHIPMENTS BY APPLICATION AND COMPANY, 1999 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)
* Table 70 FLASH CUSTOMER BASE, BY COMPANY
* Table 71 ATMEL CUSTOMER BASE BY CUSTOMER
* Table 72 128-MBIT NOR FLASH EQUILVALENT SHIPMENTS BY COMPANY (MILLIONS OF 128-MBIT EQUIVALENT UNITS)
* Table 73 NOR FLASH SHIPMENTS BY PRODUCT TYPE AND COMPANY, 2001 (MILLIONS OF UNITS)
* Table 74 FLASH SHIPMENTS BY PRODUCT TYPE AND COMPANY, 2000 (MILLIONS OF UNITS)
* Table 75 NAND FLASH CHIP PRICING, 1999-2002 ($ PER CHIP)
* Table 76 NOR FLASH CHIP PRICING, 1998-2002 ($ PER CHIP; QUANTITY OF 10K+)
* Table 77 OTHER FLASH COMPANIES
* Table 78 FLASH CELL SIZE VERSUS FEATURE LENGTH
* Table 79 FLASH DIE SIZE, PROCESS TECHNOLOGY, AND DIE PER WAFER
* Table 80 GBITS AND REVENUE PER WAFER BY TYPE AND FEATURE LENGTH, 2001 (75% YIELD, 200-MM WAFER SIZE)
* Table 81 NOR FLASH WAFER PRODUCTION CAPACITY BY COMPANY, 1999-2002 (THOUSANDS OF 8-INCH WAFERS)
* Table 82 300-MM FLASH MEMORY WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 12 INCH WAFERS)
* Table 83 WORLDWIDE TOTAL NAND/NOR FLASH PRODUCTION CAPACITY, BY REGION, THROUGH 2007 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)
* Table 84 TAIWAN FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 8-INCH EQUIVALENT WAFERS)
* Table 85 CHINA'S FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 86 SINGAPORE/MALAYSIA FLASH WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFERS)
* Table 87 JAPAN'S WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFERS)
* Table 88 KOREA'S FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)
* Table 89 EUROPE'S FLASH WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)
* Table 90 STMICROELECTRONICS PROCESS ROAD MAP, 1998-2002
* Table 91 NORTH AMERICAN 200-MM FLASH WAFER PRODUCTION CAPACITY, 1998-2002 (THOUSANDS OF 200-MM WAFERS)
* Table 92 SHARP FLASH SUPPLIER PRODUCTION, 2001-2002 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 93 FLASH AND EMBEDDED FLASH CONTRACT FOUNDRY SUPPLIERS
* Table 94 MAJOR FLASH TECHNOLOGY AND MANUFACTURING AGREEMENTS
* Table 95 WORLDWIDE FERROELECTRIC MARKET PRODUCT SHIPMENTS, 2000-2007 (MILLIONS OF UNITS)
* Table 96 RAMTRON FERAM PRODUCT REVENUE, 1996-2001 ($ MILLIONS)
* Table 97 FERROELECTRIC COMPANIES AND ORGANIZATIONS
* Table 98 FERAM PRODUCTION LEVELS OF SELECTED MANUFACTURERS, 1999-2002 (MILLIONS OF 128 KBIT EQUIVALENTS)
* Table 99 APPLICATIONS FOR RAMTRON'S PRODUCTS
* Table 100 FERROELECTRIC CELL SIZE VERSUS FEATURE LENGTH
* Table 101 FERROELECTRIC ELECTRICAL SPECIFICATIONS
* Table 102 FERROELECTRIC MEMORY PRODUCT PRICING ($)
* Table 103 RAMTRON FERROELECTRIC LICENSE PARTNERS
* Table 104 RAMTRON'S TOP CUSTOMERS, 2000-2001
* Table 105 256-KBIT MRAM SPECIFICATIONS
* Table 106 COMPANIES WITH MRAM DEVELOPMENT EFFORTS, 2002
* Table 107 ROM REVENUE BY COMPANY, 1999-2001
* Table 108 ROM PRODUCT TYPES BY STORAGE DENSITY
* Table 109 EPROM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 110 EPROM APPLICATIONS
* Table 111 EPROM PRODUCTS BY STORAGE DENSITY
* Table 112 U.S. IMPORTS OF EEPROMS, 2001
* Table 113 SERIAL EEPROMS BY COMPANY AND PRODUCT TYPE
* Table 114 PARALLEL EEPROM PRODUCTS BY DENSITY
* Table 115 EEPROM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 116 SERIAL AND PARALLEL EEPROM APPLICATIONS
* Table 117 EEPROM FOUNDRIES
* Table 118 VOLATILE MEMORY MARKET REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 119 DRAM MARKET REVENUE, SHIPMENTS AND ASP, THROUGH 2007
* Table 120 WORLDWIDE DRAM SHIPMENTS BY STORAGE DENSITY CAPACITY, 1999-2001 (MILLIONS OF UNITS)
* Table 121 U.S. IMPORTS OF DRAMS, 2001
* Table 122 AVERAGE DRAM MEGABYTES PER PC SYSTEM SHIPPED, 1999-2002
* Table 123 WORLDWIDE DRAM REVENUE FROM THE PC MARKET, THROUGH 2007 ($ MILLIONS)
* Table 124 MEGABYTES OF MAIN MEMORY DRAM SHIPPED WITH DESKTOP COMPUTERS, BY MANUFACTURER, JUNE 2001 (OUT OF 454 MODELS SURVEYED)
* Table 125 DRAM DEMAND BY END MARKET SEGMENT, THROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 126 WORLDWIDE VIDEO GAME DRAM SHIPMENTS, 1999 THROUGH 2007 (MILLIONS OF UNITS)
* Table 127 WORLDWIDE DRAM SHIPMENTS TO THE PDA MARKET, THROUGH 2007 (MILLIONS OF UNITS)
* Table 128 WORLDWIDE DRAM ASP BY STORAGE DENSITY CAPACITY, 1999-2007 ($)
* Table 129 KOREAN DRAM ASP BY PRODUCT TYPE, JAN. 2001-APR. 2002 ($)
* Table 130 U.S. DRAMS IMPORTS AND EXPORTS, 2001
* Table 131 ASP OF DRAMS BY PRODUCT TYPE, 2001
* Table 132 DRAM MARKET REVENUE BY REGIONAL ORIGIN, 1999 THROUGH 2007 ($ MILLIONS)
* Table 133 DRAM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)
* Table 134 DRAM SHIPMENTS BY COMPANY, 1999-2001 (128-MBIT EQUIVALENTS)
* Table 135 DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 2001 (MILLIONS OF UNITS)
* Table 136 DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 2000 (MILLIONS OF UNITS)
* Table 137 DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 1999 (MILLIONS OF UNITS)
* Table 138 DRAM SHIPMENTS BY APPLICATION, 2001 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 139 DRAM SHIPMENTS BY APPLICATION, 2000 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 140 DRAM CUSTOMER BASE BY COMPANY
* Table 141 INFINEON'S TOP CUSTOMERS
* Table 142 DRAM CUSTOMER BASE BY REGION
* Table 143 INTEL MEMORY PRODUCTION INVESTMENTS ($ MILLIONS)
* Table 144 RDRAM PRODUCTION BY COMPANY, 1999-2002 (MILLIONS OF 128-MBIT EQUIVALENT UNITS)
* Table 145 DDR AND QDR DRAM UNIT SALES, THROUGH 2007 (MILLIONS OF UNITS)
* Table 146 DDR DRAM PRODUCTION BY COMPANY, 1999-2002 (MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 147 DRAM CELL SIZE AND PROCESS FEATURE LENGTH
* Table 148 DRAM PRODUCTION COSTS AS A FUNCTION OF WPM AND SIZE
* Table 149 DRAM CAPACITY PER WAFER, BY COMPANY AND FEATURE LENGTH (75% YIELD, 200-MM WAFER DIAMETER)
* Table 150 GBITS AND REVENUE PER WAFER, BY TYPE AND FEATURE LENGTH (75% YIELD, 200-MM WAFER SIZE)
* Table 151 DRAM CAPACITY BY GEOGRAPHIC REGION (THOUSANDS OF 200-MM WAFER EQUIVALENTS; MILLIONS OF 128-MBIT EQUIVALENTS)
* Table 152 300-MM DRAM MEMORY WAFER FABRICATION CAPACITY, BY COMPANY (THOUSANDS OF WAFERS)
* Table 153 DRAM WAFER FABRICATION CAPACITY BY COMPANY (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 154 NORTH AMERICAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 155 KOREA DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 156 TAIWAN'S 200-MM DRAM WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 157 SINGAPORE DRAM WAFER FABRICATION CAPACITY, BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 158 CHINA DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 159 EUROPEAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 160 JAPAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)
* Table 161 WORLDWIDE SRAM REVENUE SHIPMENTS AND ASP, THROUGH 2007
* Table 162 U.S. SRAM IMPORTS BY DENSITY LEVEL, 2001
* Table 163 U.S. SRAM IMPORTS AND EXPORTS, 2001
* Table 164 U.S. SRAMS EXPORTS BY COUNTRY
* Table 165 SRAM DEMAND BY APPLICATION MODEL, 1999 THROUGH 2007 (2-MBIT EQUIVALENTS)
* Table 166 SRAM REVENUE BY COMPANY ($ MILLIONS)
* Table 167 SRAM CELL SIZE AND PROCESS TECHNOLOGY
* Table 168 SRAM PRODUCT TYPES BY COMPANY
* Table 169 SRAM PRODUCT SPECIFICATIONS
* Table 170 JAPAN-BASED SRAM WAFER FABRICATION FACILITIES
* Table 171 KOREAN BASED SRAM WAFER FABRICATION FACILITIES
* Table 172 SRAM ASSEMBLY AND PACKAGING FACILITIES
* Table 173 U.S. BASED SRAM WAFER FABRICATION FACILITIES
* Table 174 STATISTICAL DATA OF CAM COMPANIES, 2001
* Table 175 CAM CELL AND MEMORY CHIP SIZES
* Table 176 CAM PRODUCTS BY COMPANY
* Table 177 CAM PRICING
* Table 178 CAM APPLICATIONS
* Table 179 MCP FLASH SRAM COMPANIES
* Table 180 PSRAM PRODUCTS BY COMPANY
* Table 181 PSRAM ELECTRICAL SPECIFICATIONS
* Table 182 1T SRAM CELL LICENSEES
* Table 183 EMBEDDED MEMORY CAPACITY BY MEMORY TYPE
* Table 184 IP EMBEDDED MEMORY CORE SALES, 1999-2001 ($ MILLIONS)
* Table 185 EMBEDDED IP MEMORY COMPANIES BY MEMORY PRODUCT
* Table 186 EMBEDDED MEMORY FOUNDRIES
* Table 187 EMBEDDED DRAM APPLICATIONS
* Table 188 EMBEDDED DRAM TECHNOLOGY INTEGRATION LEVELS
* Table 189 MOTOROLA MRAM CAM PATENTS
* Table 190 MICROMEM MRAM PATENTS
* Table 191 QUANTUM DOT COMPANIES AND RESEARCH ORGANIZATIONS
* Table 192 1T-SRAM DRAM CONTROLLER PATENTS
* Table 193 PATENT HOLDINGS BY REGION AND MEMORY TYPE
* Table 194 U.S. MEMORY PATENT HOLDINGS BY NORTH AMERICAN COMPANIES, JAN. 1996-APR. 2002
* Table 195 JAPAN'S U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002
* Table 196 TAIWAN'S U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002
* Table 197 EUROPEAN U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002
* Table 198 KOREAN U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002

LIST OF FIGURES

Summary Figure:

WORLDWIDE MARKET FOR SEMICONDUCTOR MEMORY, 1999-2007 ($ MILLIONS)

Figure 1 TRANSISTOR SIZE AND FEATURE LENGTH
Figure 2 FORMULA FOR SILICON AREA AS A FUNCTION OF FEATURE LENGTH
Figure 3 WAFER EDGE LOSS
Figure 4 SANDISK ANNUAL REVENUE, 1999-2001 ($ MILLIONS)
Figure 5 CELLULAR PHONE DESIGN
Figure 6 DIGITAL CAMERA FLASH DESIGN
Figure 7 MACRONIX FLASH SALES BY MONTH, 2001 ($ MILLIONS)
Figure 8 TOWER SEMICONDUCTOR SUPPLY CHAIN
Figure 9 THE SMIC SUPPLY CHAIN
Figure 10 THE SHARP SUPPLY CHAIN
Figure 11 THE SST SUPPLY CHAIN
Figure 12 THE MITSUBISHI SUPPLY CHAIN
Figure 13 GRAPHICS AND MOTHERBOARD MEMORY
Figure 14 WORLDWIDE 128-MBIT DRAM PRICING, APRIL 2000-MARCH 2002 ($ PER UNIT)
Figure 15 PROMOS SALES BY MONTH, JAN. 2001-JAN. 2002 ($ MILLIONS)
Figure 16 MAGNETORESISTIVE MEMORY CELL CIRCUIT