Abstract
As the largest semiconductor vendor in the world and a leader in NOR Flash
technology, Intel has now set its sights on the NAND Flash market, which
In-Stat expects to be the high growth segment in the future. Intel, however,
has struggled to make a profit in Flash over the past few years, which leaves
the fate of this new memory strategy up in the air.
This report analyzes the dynamics of the Flash memory market, the reasoning
behind Intel' s strategy, the potential impact on the market, and likely affect
on Intel, the market, and other key players.
The report provides:
- WW revenue forecasts for the NOR and NAND Flash memory markets
- Analysis of Intel' s Flash manufacturing capacity
- Analysis of Intel' s Flash strategy
Key finding from the report:
- NAND Flash revenues are expected to grow at a 30% CAGR, and NOR revenues
at a 3% CAGR over the forecast period
- Intel' s battle for leadership in NOR Flash in affecting its profit margin
and forcing competitors out of the market
- Intel plans to open one new 300mm wafer fab every year with its IMFT joint
venture with Micron
- The way Intel has organized and positioned the Flash group within the
company could make it easy to dispose of if profitability and market
leadership can not be achieved
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