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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (26477)	8/10/2004 8:31:49 AM
From: slacker711	Respond to of 60323

Mobile Phone Emerges As Lucrative Market For Memory Chips english.etnews.co.kr Tuesday, August 10, 2004 By Sim Kyu-ho In line with its evolution into a multimedia gear, mobile phone sector is coming up as a lucrative market for memory chips. Industry experts see that the market for semiconductors used for mobile handsets will outpace that for desktop PCs in two to three years. For instance, a 2 million-pixel camcorder phone needs a total of 416MB memory chips, including a built-in multi-chip package with a capacity of 160MB and an attachable 256MB NAND flash memory card used for storing mobile images. A multi-chip package consists of two 512Mb NAND flash memories and a 256Mb DRAM. Compared to this, a Pentium desktop PC uses 390MB memory chips on an average. The world mobile phone market is expected to worth some 600 million units this year, compared to 170 million units of desktop PCs. Percentage of third-generation gears that use large capacity NAND flash memories in the world mobile handset market is predicted to increase from some 18% this year to 30% in 2005 and 50% in 2006. In his lecture made in June, Hwang Chang-gyu, CEO of semiconductor division of Samsung Electronics, analyzed, "The market for 256Mb memory chips used for mobile phones will grow to 6.5 billion units in 2007, outstripping the number of those for desktop PCs that is seen to reach 6.1 billion units." Memory chips used for mobile phones, called 'mobile DRAMs', in particular, are high value-added products as they are designed to operate at a low voltage of 1.8V. Prices of 'mobile DRAMs' almost double those of standard DRAMs. World leading semiconductor makers are, therefore, vying each other to take lion’s share in the 'mobile DRAM' market. Meanwhile, semiconductor products are predicted to account for 30% of the electronic industry market in 2007, attributing to a fast expansion in 'mobile semiconductor' market. According to IC Insights, a market research firm, proportion of semiconductor chips in the electronic industry market in 1995 when PCs represented major market for DRAMs was 22% and it has declined continually since then. IC Insights expects its proportion to rise to 23% again this year, driven by surge in demand for chips for mobile handsets.

To: slacker711 who wrote (26477)	9/8/2004 8:32:24 AM
From: slacker711	Respond to of 60323

First time in a month that Amazon has had the 128MB Transflash card in stock....it is now 6th on the best seller list. amazon.com Still isnt available on Buy.com..... Slacker

To: slacker711 who wrote (26477)	10/12/2004 11:38:12 AM
From: slacker711	Read Replies (3) \| Respond to of 60323

Some random anecdotal information....a 128MB Transflash card is now selling for $26 at Amazon. This is down from $33 when they went on sale in early August. The amazing part about the 20% reduction in price in two months is that there is absolutely no competition in the Transflash segment. I have yet to find any other manufacturers of this format. Also, it isnt like Sandisk is trying to move customers up the megabyte ladder....the 256MB hasnt been produced yet. amazon.com I assume that Sandisk will eventually license other companies for Transflash. It seems unlikely that Motorola/Samsung would commit to a card format that had only one supplier. Slacker