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Technology Stocks : WDC/Sandisk Corporation
WDC 174.21+6.9%Nov 10 3:59 PM EST

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To: Ausdauer who wrote (13737)8/8/2000 8:53:17 PM
From: wily  Read Replies (1) of 60323
 
Aus,

Thanks -- now that you mentioned it, I went back and read the rest of the paper. They set out the flash card segment from the rest of Flash really well:

IV. The Market for Flash Cards
Flash card usage is set to explode in the next
few years. Semico Research Corp. (Phoenix, AZ), in
its 1998-2003 forecast report, “Flash Cards, the
Function Makes the Form,” said that Flash card
shipments worldwide were 6.81 million units in
1997 and 11.74 million units in 1998. The report
predicted that shipments would grow to 21.99
million units in 1999, expand to 58.96 million units
in 2000, jump to 144.32 million units in 2001, leap
to 239.53 million units in 2002, and then rocket to
373.17 million units in 2003. If these predictions are
realized, an impressive 94.9% compound growth
rate will be achieved.
The Semico report also shows a dramatic shift in
shipments of PC Flash cards (ATA and Linear types)
vs. those of Small Form Factor Flash cards. The
Small Form Factor Flash cards had a 41.0% share in
1997, a 56.5% share in 1997 and a 65.1% share in
1999. Semico predicts that Small Form Factor Flash
cards will expand their market penetration in
subsequent years, gaining a 76.5% share in 2000, an
82.8% share in 2001, a 85.3% share in 2002 and an
88.5% share in 2003. They have great momentum
and a bright future. According to the IDC 1999
Flash Memory Card Market Share report, five Flash card
manufacturers captured 72% of the world market: SanDisk,
Toshiba, Samsung, Hitachi and Sony.


Plus some good graphics that don't transfer to SI... but here's a copy: frontiernet.net

wily
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