A Booming 2010 For Semis, But 2011 Weaker?
According to iSuppli, semiconductor revenue in 2010 is believed to have achieved record growth of 32.5% to $304 billion, courtesy of a boom in DRAM and NAND sales. NAND flash has received a major boost from demand from the smartphone and tablet markets. Another new trend that could drive up demand is laptops based on NAND flash memory. Apple’s MacBook Air is based on it and could lead the way for increased use of flash in laptops. Samsung and Toshiba/SanDisk are believed to be the Flash suppliers for the MacBook Air. Samsung and Toshiba are the leading suppliers of NAND Flash and are the main suppliers to Apple products like iPhone and iPad, while Micron is the third-largest supplier. Let’s take a closer look.
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