NAND Flash and Samsung occupy half

According to Isuppli's first-quarter NAND flash market survey, Samsung and Toshiba two companies accounted for the bulk of the NAND flash market, with Samsung having the highest revenue share, up to 38.5%, and Toshiba in the second 33.8% or so. The combination of the two accounted for 72.3% of the NAND flash market revenue share. In dollar terms, the NAND flash market in the first quarter of this year was up to $4.36 billion trillion, up 0.6% per cent of the NAND flash market in the fourth quarter of last year. Due to seasonal and other factors, the flash market in the first quarter of each year generally compared to the last quarter of the previous year, a decrease. This year is the opposite of the line, isuppli that the NAND flash market situation gratifying.

Michael Yang, senior analyst at Isuppli, said: "The global economy is recovering and demand for electronics is on the rise, which has led to strong sales of NAND flash in early 2010, and even the practice of falling sales in the early part of the year." ”

In the fourth quarter of last year, Toshiba's market share increased by 2.9%, while Samsung was down 1.3%; Spotlight and Hynix share the third in the quarter, all 9.1%;intel ranked fifth, accounting for 6.3%, the sixth is Numonyx, only 2.9%; Next is the crystal, Only 0.1%.

The market share of Hynix,intel and Numonyx fell in the fourth quarter of last year. In the past, Numonyx has been the main growth point of the company's business, and now the performance of this kind of regression has raised questions about the correctness of its development strategy.

"Despite the decline in demand for flash memory from devices such as USB flash drives, consumer electronics devices, smartphones and Apple ipad devices have seen a significant rise in demand for NAND flash," said analysts at Isuppli. ”

Tablet PCs could have a more significant impact on NAND flash sales if the nascent tablet products can replace netbooks, while major tablet manufacturers are able to use Apple's model to provide a large amount of flash memory on their products rather than traditional mechanical hard disk products. If tablet products develop further, tablets may even threaten traditional laptops with the advent of big-screen tablets and keyboard-equipped tablets.