NAND Grew Faster than Any Other Semiconductor Market in 200
global
Semico Research: NAND was the fastest-growing of any semiconductor market in 2004.
Revenues jumped a whopping 80% to $7.2 billion. Even so, NAND continued to trail NOR,
which ended 2004 at $9.1 billion. These two flash technologies lead the nonvolatile market,
combining to account for 91% of all nonvolatile memory revenues. ROM, EPROM, and
EEPROM revenues each accounted for less than $1 billion in revenues.
Samsung led the pack in total nonvolatile as well as in NAND, owing to its dominant
54% share of NAND revenues. This company was able to take $2 billion of the $3.2 billion
growth in 2004’s NAND market. Spansion displaced Intel for leadership in NOR, despite
Spansion’s eroding share toward the end of the year. The top spots in ROM, EPROM,
and EEPROM were taken by Macronix, Oki, and Atmel, respectively. It is just astounding
how NAND technology continues to grow, even in a year where it suffered a price collapse.
Although there were only eight NAND suppliers in 2004, their dedication to satisfy the
incredible hunger of the consumer markets for this new technology supported this
stounding level of growth. The size of the NAND market came as something of a surprise
since WSTS reported lower revenues for the same year of only $6.5 billion.
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