Posts Tagged ‘sandisk’
First, to be accurate for the article here is a quote from the full report:
“We currently have a Trefis price estimate of around $50 for SanDiskâ€™s stock, about 11% above the current market price of around $45.”Trefis goes on to report the market share SanDisk has for the flash memory market and in the retail space.Â It seems clear with the ever growing popularity of the Smartphones, the number one category SanDisk owns, will continue to grow.Â To me, it also indicates the relationship SanDisk has with retail segments is largely with the cell phone companies such as AT&T, Verizon, T-Mobile and others and this is a big driving force in that number one position. Source:Â Trefis. Continue Reading
I am still amazed at the small size of the microSD media and it’s expansive ability to keep growing in GB capacity.Â Today SanDisk is officially selling the 32GB version of their microSD card.Â Sure, it’s $200 USD but when you are an overseas airplane ride and need hours and hours of video content to stream through your 3 inch screen, this will be very handy.Â I will forget the fact that a DVD player is less than that…but we’re talking cool factor here.The new 32GB card makes use of SanDiskâ€™s three-bit-per-cell storage technology and is able to hold around 7,000 songs.Â That translates into 19 solid days of listenting to music, without break, 24/7. So forget the $200 price tag and maybe you can be lucky like me and find a microSD card, 2GB capacity for $3 off Amazon.com. Continue Reading
Through an acquisition, Samsung would strengthen it’s channel for supplying it’s flash chip to retail and channel sales of end-user flash memory. With weak chip prices and fluctuating buyer habits, a move like this could strengthen Samsung’s position and would put Samsung at over 50% of world wide control of production, distribution and sales of NAND flash memory.
Avi Cohen of Avian Securities said it was an “unlikely prospect” due to SanDisk being unwilling to sell at the bottom of the cycle, and Samsung becoming a direct competitor to many of its customers and regulatory concerns. “Regulators in the US, Korea and Europe among others will likely have issue with one player controlling north of 50 per cent of NAND [Flash memory] supply,” he said.Another option is Samsung reducing it’s royalty license to SanDisk to gain synergy with the top seller, reduce SanDisk’s bottom line and secure channel distribution of flash memory.
However if a deal goes ahead, it could block efforts by Samsung rivals Toshiba and Hynix Semiconductor to topple Samsung’s market leadership. Toshiba runs joint production lines with SanDisk and Hynix is also conducting joint re-search with the US group. Samsung controls 42.3 per cent of the NAND flash memory market, trailed by Toshiba with 27.5 per cent and Hynix with 13.4 per cent, says market researcher iSuppli.Source:Â Financial Times. Continue Reading 1 Comment
To put this figure in perspective, the non-HG Extreme III Memory Stick from SanDisk is only able to achieve an 18MBps transfer speed. This new memory card represents an increase of over 50%.If you want to put that into perspective, check out a dated benchmark from a couple years ago.Â Boy how times have changed. The SanDisk Sony Memory Stick PRO-HG Duo is expected to become available late next month with 4GB and 8GB sizes at prices between $90 and $150 respectively. Source:Â MobileMag.com. Continue Reading 3 Comments