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Samsung secures NAND lead despite Q1 share loss

Posted: 24 May 2010 ?? ?Print Version ?Bookmark and Share

Keywords:NAND flash? Samsung Toshiba ranking? memory market?

Toshiba Corp. closed the NAND flash gap with Samsung Electronics in Q1, according to a ranking from iSuppli Corp.

The Japan company posted the strongest performance among the top NAND flash suppliers, gaining 2.9 percentage points, according to the firm.

In contrast, Samsung lost 1.3 points of share. Micron Technology Inc. is the only other supplier that gained share, according to the firm.

Global NAND flash revenue rose to $4.36 billion in Q1 10, up 0.6 percent from $4.33 billion during the Q4 09, according to iSuppli.

As expected, to regain share, Samsung announced May 17 that it would double its capital spending to boost its capacity in semiconductor and flat-panel display manufacturing.

Samsung also recently announced production of "20nm-class" NAND chips. For whatever reason, Samsung did not specify the exact process or technology node for the part.

However, analysts believe that Samsung rolled out a 27nm part, which is behind its rivals. Samsung is behind Hynix (26nm), IM Flash (25nm), and SanDisk/Toshiba (24nm).

Q1 NAND flash memory ranking (Click on image to enlarge.)

- Mark LaPedus
EE Times

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