Smallpops, Re: One of the articles Facs may be speaking of..
Two statements were made in this article regarding market share:
When AMD took over Spansion, which started life as a joint venture between the chipmaker and Fujitsu, AMD vaulted past Intel in terms of market share, according to some estimates.
In 2002, Intel was larger than AMD and Fujitsu combined and much larger than AMD, but in 2003, AMD and Fujitsu's combined flash segment surpassed Intel for the first time, and this was due mostly to Intel's price hike earlier that year.
Then this happened: #msg-2493119 ("Intel has lowered the price of its NOR flash products by up to 40 percent in order to regain market share...")
In the NOR segment of the flash market, AMD accounted for 24 percent of production last year, compared with 23 percent for Intel, according to iSuppli. In 2004, the research company estimates that AMD will be at 28 percent and Intel at 17 percent. AMD, by its own estimates, says it has passed Intel in market share for flash memory in cell phones, 42 percent to 25 percent.
This seems like a rather short sighted prediction, and one that seems to ignore that Intel lowered prices and has the advantage of gaining back one of the larger consumers of NOR memory, Nokia.
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