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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 92.20+1.3%Dec 5 9:30 AM EST
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To: Sun Tzu who wrote (2502)4/25/2022 7:23:40 PM
From: Elroy  Read Replies (1) of 2980
 
There is only one major merchant flash controller maker - Phison. They have a close relationship with Kioxia, the flash maker that used to be called Toshiba. SIMO says that in client SSD (PCs, game consoles) flash controllers SIMO is about 4x the size of Phison's client SSD flash business. Phison also makes lots of electronic gadgets (flash cards, you name it) and (I think) uses Phison controllers in those gadgets. It's hard to tell how big Phison is in eMMC (low end cell phones and electronic gadgets) and UFS (cell phones) controllers

All of the NAND makers (Samsung, SK, Western Digital, Kioxia, Micron, Yangshuo, used to be Intel) have internal controller development groups which also compete with external SIMO. Over the years the trend has been that SIMO wins the lower end mass market products, and the NAND makers keep the high end specialized products to themselves internally. This has resulted in SIMO over the years gaining more and more flash controller unit share to where they are now the dominant maker of controllers in the world, albeit more share on the low end (where there's lot of units) and share declines as the end device becomes higher end.

So basically it's Phison and (to varying degrees) the NAND makers. Samsung is the most integrated NAND maker in terms of using Samsung flash controllers rather than SIMO or Phison controllers.
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