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Samsung, Toshiba, and SanDisk Lead Global NAND Flash Market

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Toshiba accounts for 20.5% of the NAND flash market

As shown in the graph below, Korea’s (EWY) Samsung (SSNLF) accounts for 30% of the NAND (negative-AND) Flash market as of 3Q15. The other players in this space include Toshiba (TOSYY) and SanDisk (SNDK), which account for 20.5% and 15.4% share, respectively, as of 3Q15.

Toshiba has reportedly invested $4.2 billion to enter the 3D NAND Flash market. Its manufacturing facilities in Yokkaichi, Japan (EWJ) will be operational from 2017. Toshiba will produce NAND flash memories used in smartphones and data centers in this facility.

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3D-NAND expected to comprise 11% of total NAND flash output

Samsung has started mass production of 3D-NAND flash memory and has gradually increased its market share in this segment. Peer companies will also look to increase supplies of memory products in this segment. The industry is expected to grow 11% year-over-year, manufacturing 16.7 million wafer starts in 2016.The overall NAND flash industry is expected to grow at 0.2% year-over-year in calendar 2016, according to DRAMeXchange.

Semiconductor giant Intel (INTC) is expected to start manufacturing 3D NAND flash products in Dalian, China, in the second half of 2016. Intel is also planning to invest $5.5 billion in China for the mass production of 3D NAND flash memories and 3D crosspoint SSDs (solid state drives).

According to DRAMeXchange, 3D-NAND flash is projected to constitute 30% of the entire market by the end of 2016. This will lower the costs of SSDs, “leading to an increase in the SSD adoption among OEM system vendors.”

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