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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (25103)	5/20/2000 11:53:00 PM
From: Ausdauer	Read Replies (1) of 54805

Sony Kumar, The three major (high density) flash memory houses producing flash wafer for digital cameras and MP3 players are Hitachi, Samsung and Toshiba. All pay licensing fees to SanDisk for "raw" wafer fabrication. These fees make up the greatest proportion of royalties that SanDisk currently collects. These royalties will total ~$50 million dollars this year and will increase as additional flash fabrication plants open to meet pent up consumer and industrial demand. [NOTE: CompactFlash and MMC royalties currently do not contribute to this figure.] Sony has no in-house expertise and purchases wafer of various origin on the spot market. The Toshiba/SanDisk JV called "FlashVision LLC" will be the elite high density wafer manufacturer world-wide (0.15 and 0.13 micron line widths to start with, along with 512Mbit and 1 gigabit flash wafers) once completed next year. This fab will be based in the USA, far away from any Taiwanese fault lines. Ausdauer

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