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Technology Stocks : Semi Equipment Analysis
SOXX 270.83+1.0%Nov 21 4:00 PM EST
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To: dr_elis who wrote (82856)3/20/2019 5:10:59 AM
From: Elroy1 Recommendation  Read Replies (1) of 95456
 
Samsung and Western Digital, use in-house controllers and vertical integration seems to work very well for them.

Samsung has always used in house controllers, and yes they do very well. But Samsung has lots of semiconductor design experience, and as the biggest NAND maker it's hard to tell whether their internal controller designs have helped or hurt them. Samsung is huge in NAND, so not sure how we know that their usage of internal controllers have made them stronger or weaker.

For WDC the internal controller thing is relatively new (lots of announcements about SSDs which use internal controllers in 2018). But, I haven't seen market share data which supports your view that internal controller usage is working well for them. Do you have any data which supports the view that WDC has gained market share in client SSDs in 2018? Just having the internal controller is not in itself good, the company has to gain share rather than lose share when they use the internal controller.

For MU, it seems using an internal NVME controller has resulted in them being a year behind competitors in releasing product. Other NAND makers have had NVME SSDs out for over a year. Considering the design cycle it might take 18 months to go from launch to being in the actual PC supply chain, so we'll see how MU's internal controller does in gaining share as time progresses.

If MU remains a year behind the competition (which may use external controllers) then using an internal controller may not be such a blessing.

Time will tell.

SIMO seems fairly sure they are going to gain significant share in SSD controllers when the market picks up. MRVL has exited the client SSD controller space, so there are lots of slots available to someone.
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