SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (4518)12/10/2020 2:04:06 AM
From: Elroy  Read Replies (1) | Respond to of 4824
 
Why do you always do this? Asking people to look up information

Dude, I follow the NAND industry as well, and I don't know market share shifts of the past few years. I read everything posted on these boards, and lots of other places as well. I don't know the answer - thus I ask the question wondering if any of the attentive people on this board have better understandings than myself.

If the answer we're as easy as entering in google - NAND market share changes 2017 to present - I wouldn't be asking. It is NOT that easy. It is not readily available.

What you posted was the market share of the past decade or so. You posted nothing close to an indication of who is gaining share on whom, in what segments, or anything useful. Yes, what you posted can be looked up easily on google.

I'm looking for some details, who is gaining share and losing share, and in which segments?

Do you know if anyone is gaining big time revenue share from other NAND makers in client or enterprise SSDs? Do you have any idea on SK's UFS market share? MU has upped its share in value add NAND devices as opposed to selling raw NAND, who has taken up the slack and replaced MU in raw NAND sales?

I ask the question because someone here may know more on these topics than myself. If the answers are readily available, don't worry, I know them. For example I know MU's share of the UFS market. If someone were to wonder about that, I wouldn't say "go look it up you lazy sod", I would tell them.