Getting 2 and 4 Mbits flash is THE major challenge in the current market place! (SSTI's specialty!)
My favorite quote is: "We haven't even hit the knee of the growth curve yet,"
This SSB analyst is only making sure his clients get good prices on their shares! Here is what the front line people in the flash industry are saying:(ref: techweb.com
"We're in a major flash shortage right now, and it has been projected to last at least through 2001," said the VP of marketing at the Flash Business Unit at Hyundai MicroElectronics, San Jose. "It's a seller's market right now, and people are having a great deal of difficulty getting the parts they need. They're having trouble getting commitments from suppliers, often being cut off even for regular orders, let alone additional capacity." Growth is solid in every end-use segment, particularly in cell phones, PCs, data communications, and set-top boxes. Other products pushing flash demand include cable modems, digital cameras, handheld devices, and MP3 players...
ADSL and Cable Modems With all this chatter about phone sales, these analysts haven't even considered the implications for these two exploding markets! As the next four quarterly numbers roll-in, these market realities will make SSTI stockholders very nice money.
Availability is tightest at 2 and 4 Mbits. "Getting low-density flash is a major challenge. The ADSL market took off. And cable modems, in the United States and North America, and Internet appliances are selling like wildfire," Feng said. "These devices all require 2- and 4-Mbit flash, and many vendors are walking away from that market since it isn't very cost-efficient to make."
"Clearly, there's more demand than supply," said Nelson Chan, VP at SanDisk Corp. "We see, at least over the next six months, that the situation isn't going to change too dramatically.
A lot of products we're going into, and markets we're enabling, are starting to really take off.
"We're addressing multiple MEGAMARKETS, including digital cameras, PDAs, cell phones, and music players. These are all HUGE markets and haven't even hit the knee of the growth curve yet," he said.
Good luck,
Eric |
