The NAND Flash market, as measured in the value of shipments in end products, will more than triple from US$5 billion ($6.5 billion) in 2004 to US$18 billion ($23.4 billion) in 2009, reports In-Stat. The vast majority of NAND chips are used in memory cards or USB memory where most end customers are interested in two things - storage capacity and price, the high-tech research firm says.
“By 2009, the Flash card market will approach US$12 Billion,” says Frank Dickson, a senior director with In-Stat.
The shift from NOR to NAND has changed the Flash competitive landscape. Samsung has become a pivotal player, having overtaken Intel for the number one position in the combined NAND-plus-NOR Flash market.
It must be noted, however, that Intel does not manufacture NAND Flash, where Samsung manufactures both kinds of Flash.