iSuppli: Flash memory sales grew by 27% in Q3, leadership rating changed
According to Reuters, yesterday evening iSuppli introduced Flash memory research report based on companies´ results for Q3. The data was rather interesting considering that the world Flash manufacturer hierarchy was changed significantly after the reported quarter.
First, Intel, previously occupying the 1st place for total Flash memory shipments, remained the top in NOR Flash sales (mostly for mobile handsets), but dropped to the 4th place at once in the general rating. South Korean Samsung became the 1st, while Japanese Toshiba occupied the 2nd place. At that, according to quarter results, both companies advanced due to NAND Flash sales (for removable storage). On the 3rd place there´s FASL LLC, a joint venture of AMD and Fujitsu.
iSuppli reported that total Flash sales made $3.1 billion in Q3. This surpasseed $2.4 billion of the previous quarter by 27%. Companies´ shares became the following: Samsung 20%, Toshiba – 17.3%, FASL – 13.8%, Intel – 13.5%.
Forecasts for Q4 2003 are obvious: NOR and NAND Flash sales will grow responding to seasonal demand growth.
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