GLG News by NAND Flash Memory Experts

1. This new chipset from Broadcom plus the reproted desgin wins at Nokia and Samsung represent break throughs for Broadcom in the cell phone chipset business segment. 2. The ability to win business at Samsung shows that potentially LSI (Agere) chipset business is being threatened.  Samsung...

1. Micron has previously tried to diversify in the past -- PC's and some contract manufacturing.  This did not work out for well for them and they had to abandon these business's. 2. Micron has obtained a design win at Apple in Iphone, for it's camera chip which is one of the best performing camera...

1. This article confirms that current NAND flash forecast for Q4 will be strong with regards to Q4 orders. 2. Most orders for Q4 delivery have been placed during the last 2 months. 3. Applle IPhone/IPOD will continue to use 20+% of NAND flash capacity during Q4.

1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money...

New product hype must match product reality Early adopters can become harsh critics A customer burned will cause lost sales

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced...

1. I do not believe that this DOJ investigation has anything to do with NAND flash pricing on 8 gigabit MLC dropping from almost $8 to $5 in the last few weeks. 2. NAND flash pricing will go under $5 for a gigabyte MLC product by the  end of Q4, which is due to holiday builds being finished not...

1.  Tan Bian EE has spent his entire career in manufacturing, not having responsibility for sales.  With current CEO HOk Tan coming from a finance background, AVago's business has no experienced VP of Sales/Marketing. 2. The majority of the experienced sales and marketing people have...

1. The new IPOD's /Iphone have increased flash memory with models up to 16Gbyte.  This will increase the amount of flash memory that Apple is purchasing from Samsung, and perhaps Toshiba. 2. During Q4 07 it is my estimate that Apple will account for 23-24% of the WW NAND flash market....

1. Although demand is up since the end of calendar quarter Q1 07 there are signs that pricing is beginning to come down. 2. USB Drives using flash memory have become available at under $10 for a 2GB drive.  With the spot price of a 8 Gigabit (1GB) chip between $7 and $8, the contract price is lower...