Worldwide Flash Memory Market

Table of Contents

Executive Summary

1. Worldwide Flash Memory Market Trends and Forecasts 2005 - 2010

• 1.1 Worldwide NOR + NAND Market Demand and Forecast
  • Table 1-1 Worldwide NOR + NAND Market Demand and Forecast
  • Figure 1-1 Worldwide NOR + NAND Market Demand and Forecast
• 1.2 Worldwide Flash Memory Market Demand and Forecast by Type NAND or NOR
  • Table 1-2Worldwide Market Demand and Forecast by Type NAND or NOR
  • Figure 1-2Worldwide Market Demand and Forecast byType NAND or NOR 2006
  • Figure 1-3Worldwide Market Demand and Forecast by Type NAND or NOR 2010
• 1.3 Flash Memory Vendor Production 2005 - 2006
  • 1.3.1 Total Flash Memory (NAND + NOR)
    • Table 1-3 Market Share by Vendors
    • Figure 1-4 Market Share by Vendors
  • 1.3.2 NAND Market Share by Vendors 2005 - 2006
    • Table 1-4 NAND Market Share by Vendors
    • Figure 1-5 NAND Market Share by Vendors
    • 1.3.2.1NAND Competitors & Strategic Position
      • 1.3.2.1.1 Samsung Electronics
      • 1.3.2.1.2 Intel
      • 1.3.2.1.3 IM Flash Technologies LLC (Intel and Micron Joint Venture)
      • 1.3.2.1.4 Micron
      • 1.3.2.1.5 Toshiba
      • 1.3.2.1.6 SanDisk
      • 1.3.2.1.7 Hynix
  • 1.3.3NOR Market Share by Vendors
    • Table 1-5 NOR Market Share by Vendors
    • Figure 1-6 NOR Market Share by Vendors
    • 1.3.3.1NOR Competitors and Strategic Position
      • 1.3.3.1.1 Spansion Inc.
      • 1.3.3.1.2 Samsung
      • 1.3.3.1.3 Intel and STMicroelectronics
• 1.4 Flash Memory Vendors Production (Fabrication Plant Expansion) Status and Plans
  • 1.4.1 Samsung Electronics
  • 1.4.2 Toshiba and SanDisk
  • 1.4.3 Intel
  • 1.4.4 STMicroelectronics
  • 1.4.5 Intel and STMicroelectronics NOR Flash Private Company
  • 1.4.6 Spansion
• 1.5 Flash Memory Storage Devices
  • 1.5.1 2006 Worldwide Market Share by Memory Card Format
    • Table 1-6 Market Share by Memory Card Format
    • Figure 1-7 Market Share by Memory Card Format
    • Table 1-7 Card Format Type, Major Vendors and Applications
    • 1.5.1.1Types of Flash Memory Cards
    • 1.5.1.2Newer Flash Card Memory Formats
  • 1.5.2 Flash Memory Card Market Demand and Forecast 2005 - 2010
    • 1.5.2.1Worldwide Market Demand and Forecast
    • Table 1-8 Market Demand and Forecast
    • Figure 1-8 Market Demand and Forecast (QTY)
    • Figure 1-9 Market Demand and Forecast (Revenue)
  • 1.5.3 Flash Memory Card Vendors and Strategic Position
    • Table 1-9 Vendors Market Share 2006
    • Figure 1-10 Vendors Market Share 2006
    • 1.5.3.1SanDisk
    • 1.5.3.2Lexar/Micron
    • 1.5.3.3Sony
• 1.6 Worldwide USB Flash Drives Market Production Demand 2005 - 2010
  • Table 1-10 Market Demand and Forecast
  • Figure 1-11 Market Demand and Forecast (QTY)
  • Figure 1-12 Market Demand and Forecast (Revenue)
  • Figure 1-13 USB Flash Drives Capacity Trends
  • 1.6.1 Microsoft Vista' s Ready boost
  • 1.6.2 Capacity Trends
    • Table 1-11 Average Annual Capacity Increase of Flash Memory Chip 2005 - 2010
    • Figure 1-14 NAND Flash Yearly Change in Capacity
    • Figure 1-15 NOR Flash Yearly Change in Capacity
  • 1.6.3 Scaling Problem
    • 1.6.3.1 Movements to 50 nm, 40 nm and 35 nm Manufacturing Process
• 1.7Price Trends
  • Table 1-12 NAND and NOR Price Percentage Change Per Year 2005 - 2010
  • Figure 1-16 NAND and NOR Price Percentage Change Per Year 2005 - 2010
  • Figure 1-17 Flash Memory Cards Price Trends 2004 - 2006

2.Flash Memory Applications and Products Trends and Forecasts

• 2.1 B2C & B2B
  • 2.1.1 B2C
  • Table 2-1 Portable Devices (Application or Product, Technology Type, Vendor)
  • Table 2-2 Non-Portable Devices (Application or Product, Technology Type, Vendor)
  • Table 2-3 Flash Memory Segment: Characteristics and Applications (Segment, Characteristics, Applications)
  • 2.1.2 B2B
  • Table 2-4 Portable Devices (Application or Product, Technology Type, Vendor)
  • Table 2-5 Non-Portable Devices (Application or Product, Technology Type, Vendor)
• 2.2 Market Forecasts for Flash Memory Applications and Products
  • 2.2.1 B2C
    • 2.2.1.1 Portable Devices
      • Table 2-6 Worldwide Portable Devices Unit Sales and Forecast 2005 - 2010
      • Figure 2-1 Worldwide Cellular Phone Unit Sales Projections 2005 - 2010
      • Figure 2-2 Worldwide MP3 and PMP Units sales Projections 2005 - 2010
      • Figure 2-3 Worldwide PDA/Handheld PC Sales Projections 2005 - 2010
      • Figure 2-4 Worldwide Digital Camera Sales Projections 2005 - 2010
      • Figure 2-5 Worldwide Notebook PC Sales Projections 2005 - 2010
      • 2.2.1.1.1 Cellular Phones
        • Table 2-7 Worldwide Mobile Phones and Smartphones Market Share by Vendor 2006
        • Figure 2-6 Worldwide Market Share for Mobile Phone 2006
      • 2.2.1.1.2 MP3/PMP
        • Table 2-8 US Market Shares by Vendor 2006
        • Figure 2-7 US Market Share by Vendor 2006
        • Figure 2-8 Walletex MP3 Player
      • 2.2.1.1.3 PDA/Handheld PCs
        • Table 2-9 Worldwide Market Share by Vendor 2006
        • Figure 2-9 Worldwide Market Share by Vendor 2006
      • 2.2.1.1.4 Digital Cameras
        • Table 2-10 Worldwide Market Share by Vendor 2006
        • Figure 2-10 Worldwide Market Share by Vendor 2006
      • 2.2.1.1.5 Notebook PCs
        • Table 2-11 Worldwide Market Share by Vendor 2006
        • Figure 2-11 Worldwide Market Share by Vendor 2006
      • 2.2.1.1.6 Portable Video Games
        • Table 2-12 Worldwide Market Share by Vendor 2006
        • Figure 2-12 Worldwide Market Share by Vendor 2006
      • 2.2.1.2 Non-Portable Devices
        • Table 2-13 Market Demand and Forecast 2005 - 2010
        • Figure 2-13 Worldwide Desktop PC Units Shipment Projection
        • Figure 2-14 Worldwide Set Top Box Sales Projections
        • Figure 2-15 Worldwide Ink Jet Printer Sales Projections
        • Figure 2-16 Worldwide Current Generation Video Game Consoles Projections
        • 2.2.1.2.1 Desktop PCs
          • Table 2-14 Worldwide Market Share by Vendor 2006
          • Figure 2-17 Worldwide Market Share by Vendor 2006
        • 2.2.1.2.2 Set Top Boxes
        • 2.2.1.2.3 Inkjet Printers
          • Table 2-15 Worldwide Market Share by Vendor 2006
          • Figure 2-18 Worldwide Market Share by Vendor 2006
        • 2.2.1.2.4 Video Games
          • Table 2-16 Worldwide Market Share by Vendor 2006
          • Figure 2-19 Worldwide Market Share by Vendor 2006
  • 2.2.2 B2B
    • 2.2.2.1Ruggedized Notebook PCs with Flash Drives
    • 2.2.2.2 SSD in Data Centers and Enterprises
    • 2.2.2.3SSDs in Server Applications

3. Future Products Using Flash Memory

• 3.1 What is happening with Flash Memory?
  • 3.1.1 Flash Needs to Shrink
  • 3.1.2 Technology Limitations and Consumer Needs
• 3.2 New Flash Technologies
  • 3.2.1 New Flash Memory Architecture
    • 3.2.1.1IBM, Macronix and Qimonda
    • 3.2.1.2Samsung' s PRAM
    • 3.2.1.3Intel and STMicroelectronics PRAM
  • 3.2.2 Other Cutting Edge Memory Technology
    • 3.2.2.1Samsung and 3D Stacking Techniques
    • 3.2.2.2Organic Materials in Flash Manufacturing
    • 3.2.2.3Memory Cell Technology
  • 3.2.3 Flash Gives a Boost to PC Share
    • 3.2.3.1Windows Vista ReadyBoost and ReadyDrive and Intel' s Robson (Turbo Memory)
    • 3.2.3.2PC Vendors Support for Turbo Memory
  • 3.2.4 Solid State Hard Drive and Hybrid Hard Drives
    • Table 3-1Percentages of Notebook PCs with Some Form of Internal Flash Storage
    • Figure 3-1Percentages of Notebook PCs with Some Form of Internal Flash Storage
    • 3.2.4.1How the HHD-Flash Market Will Play Out
• 3.3 New and Emerging Applications
  • 3.3.1 B2C
  • 3.3.1.1Automobile Market
  • 3.3.2 B2B
    • 3.3.2.1Data Storage
    • 3.3.2.2Solid State Drives (SSD) in the Business, Corporate and Military Markets
      • 3.3.2.2.1 Market Segments
      • 3.3.2.2.2 Core Applications
      • 3.3.2.2.3 Other Business and Military Applications

4. Most Promising New Flash Memory Architectures

• 4.1 Phase Change Memory
  • 4.1.1 Difference Between IBM' s and Samsung' s in Phase Change Architecture
  • 4.1.2 3D Fabrication
• 4.2 Most Promising Consumer Applications and Devices for Flash Memory
• 4.3 SSDs for the Business and Corporate Markets
• 4.4 Successful Flash Manufacturing Strategies
  • 4.4.1 Shifting Between Flash and DRAM
  • 4.4.2 Flash Fab Capacity Trends
  • 4.4.3 Variations in Flash and Standardization
  • 4.4.4 Flash Joint Venture Strategies
• 4.5 Most Promising Types of Flash Memory
  • 4.5.1 Flash Memory Types
  • 4.5.2 Memory Cards
• 4.6 Future Directions and Trends
  • 4.6.1 Flash Manufacturing Process Key Findings
  • 4.6.2 Future Directions in the HDD-Flash Battle
  • 4.6.3 Trends in the Flash Memory Market