Intel and Flash: Playing in Both NAND and NOR

Table of Contents

• Executive Summary
• Introduction
• Intel in NOR: Recent Activity
  • A Look at the 2006 Restructuring
  • Intel' s Strategy Shift in 2003: Recapturing Discarded Businesses
    • Why It Happened
    • Impact on Other Players
    • What is Likely to Result in the Future?
  • NOR Product Lineup and Roadmap
    • What is Driving the Company' s Product Mix?
    • Threats Posed to Intel' s StrataFlash by Spansion' s MirrorBit
  • PRAM: Why Are They Doing This, and When Will It Matter?
  • Manufacturing Capacity
    • The Rationale of Consolidating Fabs
    • The Failure of Intel' s "Drafting" Strategy
  • Price Analysis: Understanding the Dynamic That Controls Pricing at Higher Densities
  • Competition/Market Position
  • Market Share vs. Profitability
  • Forecast
  • Industry Outlook and What This Means to Intel
• IM Flash Technologies- Intel' s Foray Into NAND
  • Overview of IM Flash Technologies
  • Structure of the Business: What Each Company Brings to the Table
  • IP Issues Needing Resolution
  • Intel' s Efforts to Standardize NAND Pinouts
  • Manufacturing Capacity
    • IM Flash' s Ramp Plans
  • Understanding NAND' s Dramatic Price Falls
  • Competition/Market Position
  • NAND Vendor Analyses
    • Samsung
    • Toshiba
    • SanDisk
    • Hynix
    • How the Competition Stacks Up Against IMFT
  • Forecast
  • Future NAND Market Drivers
• Summary
  • Expectations for Intel
  • Spin-Off Options: Why Might One of These Make Sense?
  • Market Opportunities and Competitive Threats
• Methodology
• Related In-Stat Reports

List of Tables

• Table 1. NAND and NOR 5-Year Revenue Forecasts
• Table 2. Intel' s NOR Product Families
• Table 3. Approximate Year of Introduction for New Processes and their Impact
• Table 4. Memory Density Trend of Cell Handsets
• Table 5. Intel NOR Wafer Fabs
• Table 6. Intel and Spansion Comparative Revenues (US$ in Millions) and Market Share
• Table 7. Market Share vs. Profits (US$ in Millions): Intel and Spansion
• Table 8. NOR 5-Year Revenue Forecast (US$ in Billions)
• Table 9. IMFT Production Capacity Ramp
• Table 10 NAND Historical Price per Gigabyte and Sequential and Annual Growth
• Table 11. NAND Market Share
• Table 12. NAND 5-Year Revenue Forecast

List of Figures

• Figure 1. NAND and NOR 5-Year Revenue Forecasts (US$ in Billions)
• Figure 2. Memory Density Trend of Cell Handsets
• Figure 3. Intel and Spansion Comparative Revenues (US$ in Millions) and Market Share
• Figure 4. Market Share vs. Profits: Intel and Spansion
• Figure 5. NOR 5-Year Revenue Forecast
• Figure 6. IMFT Production Capacity Ramp (300mm Wafer Equivalents in Thousands)
• Figure 7. NAND Historical Price Per Gigabyte 2004- 2006
• Figure 8. NAND Market Share by Vendor (US$ in Millions)
• Figure 9. NAND 5-Year Revenue Forecast (US$ in Billions)