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    Toshiba Finds Itself on a NAND Flash Market Hot Streak

    By
    Chris Preimesberger
    -
    May 19, 2010
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      iSuppli, the smart Southern California-based IT analyst, tells us that the market landscape in NAND flash arena is changing.

      Toshiba, which invented NAND flash in the 1970s but was overtaken by Samsung as the world’s leading producer in recent years, recorded the strongest performance among the top NAND flash suppliers in Q1 2010. The Japanese solid-state drive maker gained nearly three percentage points of market share in a mere three months.

      At the same time, longtime market dominator Samsung lost 1.3 percentage points.

      Micron Technology, which recently found an extra $1.27 billion in stock lying around and bought phase-change memory maker Numonyx with it, is the only other supplier that gained share, adding a mild 0.2 percent in share compared to Q4 2009.

      Why the relatively big move by Toshiba in a single quarter? You can look to the continued sale of smartphones and Apple’s iPad for at least some of the answer, iSuppli analyst Michael Yang said in a May 19 report.

      “The early success of Apple Inc.’s iPad portends strong growth for NAND demand in tablets,” Yang said.

      “With price stability, a cautious sense of normalcy has emerged for NAND suppliers — a welcome change after the uncertainty of 2009. While demand for traditional NAND strongholds like flash cards and USB drives started to decline toward the end of the quarter, sales are growing at an outsized rate for consumer electronics products and smart phones.”

      This is all good for the flash business. But wait till Hewlett-Packard and Dell start selling their new NAND flash-based handhelds.

      Dell’s Streak is due out in about three weeks; nobody knows much about HP’s rumored tablet.

      Chris Preimesberger
      https://www.eweek.com/author/cpreimesberger/
      Chris J. Preimesberger is Editor Emeritus of eWEEK. In his 16 years and more than 5,000 articles at eWEEK, he distinguished himself in reporting and analysis of the business use of new-gen IT in a variety of sectors, including cloud computing, data center systems, storage, edge systems, security and others. In February 2017 and September 2018, Chris was named among the 250 most influential business journalists in the world (https://richtopia.com/inspirational-people/top-250-business-journalists/) by Richtopia, a UK research firm that used analytics to compile the ranking. He has won several national and regional awards for his work, including a 2011 Folio Award for a profile (https://www.eweek.com/cloud/marc-benioff-trend-seer-and-business-socialist/) of Salesforce founder/CEO Marc Benioff--the only time he has entered the competition. Previously, Chris was a founding editor of both IT Manager's Journal and DevX.com and was managing editor of Software Development magazine. He has been a stringer for the Associated Press since 1983 and resides in Silicon Valley.

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