Research and Markets: Intel Has Now Set Its Sights on the NAND Flash Market

Business Wire, April 13, 2007

DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/reports/c53956) has announced the addition of "Intel and Flash: Playing in Both NAND and NOR" to their offering.

As the largest semiconductor vendor in the world and a leader in NOR Flash technology, Intel has now set its sights on the NAND Flash market, which we expect to be the high growth segment in the future. Intel, however, has struggled to make a profit in Flash over the past few years, which leaves the fate of this new memory strategy up in the air.

This report analyzes the dynamics of the Flash memory market, the reasoning behind Intel's strategy, the potential impact on the market, and likely affect on Intel, the market, and other key players.

The report provides:

* WW revenue forecasts for the NOR and NAND Flash memory markets

* Analysis of Intel's Flash manufacturing capacity

* Analysis of Intel's Flash strategy

Key finding from the report:

* NAND Flash revenues are expected to grow at a 30% CAGR, and NOR revenues at a 3% CAGR over the forecast period

* Intel's battle for leadership in NOR Flash in affecting its profit margin and forcing competitors out of the market

* Intel plans to open one new 300mm wafer fab every year with its IMFT joint venture with Micron

* The way Intel has organized and positioned the Flash group within the company could make it easy to dispose of if profitability and market leadership can not be achieved

Areas covered:

- Intel in NOR: Recent Activity
- A Look at the 2006 Restructuring
- Intel's Strategy Shift in 2003: Recapturing Discarded Businesses
- Why It Happened
- Impact on Other Players
- What is Likely to Result in the Future?
- NOR Product Lineup and Roadmap
- What is Driving the Company's Product Mix?
- Threats Posed to Intel's StrataFlash by Spansion's MirrorBit
- PRAM: Why Are They Doing This, and When Will It Matter?
- Manufacturing Capacity
- The Rationale of Consolidating Fabs
- The Failure of Intel's "Drafting" Strategy
- Price Analysis: Understanding the Dynamic That Controls Pricing at
  Higher Densities
- Competition/Market Position
- Market Share vs. Profitability
- Forecast
- Industry Outlook and What This Means to Intel
- IM Flash Technologies--Intel's Foray Into NAND
- Overview of IM Flash Technologies
- Structure of the Business: What Each Company Brings to the Table
- IP Issues Needing Resolution
- Intel's Efforts to Standardize NAND Pinouts
- Manufacturing Capacity
- IM Flash's Ramp Plans
- Understanding NAND's Dramatic Price Falls
- Competition/Market Position
- Expectations for Intel
- Spin-Off Options: Why Might One of These Make Sense?
- Market Opportunities and Competitive Threats
- Related Reports

Companies mentioned:

- Samsung
- Toshiba
- SanDisk
- Hynix

For more information visit http://www.researchandmarkets.com/reports/c53956