Compactflash) - Kodak, Canon, Nikon Cell/Smartphones (Multimediacard) - Nokia, Ericsson, Motorola Consumer A/V (SD Card) - Panasonic, Toshiba
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Corporate Overview Год основания 1988 Кол-во персонала 900 Кол-во розничных точек больше 15,000 Зарегестрировано патентов: больше 100 NASDAQ: SNDK SanDisk Confidential More Memory. More Possibilities. Рынок флэш-карт Silicon Others 18% SanDisk 27% Tech 5% Sony 11% Hitachi 9% Samsung 11% Toshiba 19% Source: IDC Insights, Inc. 9/00 SanDisk Confidential More Memory. More Possibilities. SanDisk Products SanDisk Confidential More Memory. More Possibilities. SanDisk Strategy Создание новых мегарынков Безусловное лидерство на рынке Использование новейших и самых эффективных технологий (NOR, NAND, D2, Controllers) Наращивание объемов производства (совместные производства с UMC, Celestica, Toshiba) Установление стандартов совместно с лидерами индустрии Cameras (CompactFlash) - Kodak, Canon, Nikon Cell/SmartPhones (MultiMediaCard) - Nokia, Ericsson, Motorola Consumer A/V (SD Card) - Panasonic, Toshiba SanDisk Confidential More Memory. More Possibilities. Стратегия SanDisk - абсолютное лидерство Лидер в технологии Лидер в производстве Лидер на рынке Лидер продаж SanDisk Confidential More Memory. More Possibilities. Marketing Leadership GB MB PC Card II ATA FLASH STORAGE MultiMediaCard Inventor of Inventor of Co-inventor of Co-inventor of PCMCIA-ATA CompactFlash Card MultiMediaCard SD Card Card SanDisk Confidential More Memory. More Possibilities. SanDisk CompactFlash Controller Flash ROM CPU + ATA I/O 32K x 8 Buffer RAM CPU RAM 1K x 161K x 16 2K x 16 Industry’s lowest cost Flash Controller SanDisk Confidential More Memory. More Possibilities. Forward/Backward Compatible Today Future CompactFlash8 Controller is on-board CompactFlash and MultiMediaCard to act as the interface to the system. The interface is open standard in CompactFlash Association and MultiMediaCard Association Open Standard SanDisk Confidential More Memory. More Possibilities. Перспективы рынка флэш-памяти PC/SERVER PC/SERVER Market CONSUMER 1999 HDD DRAM Size SRAM CD/MD CONSUMER TAPE INDUSTRIAL FLASH Capacity Cost A/V CONSUMER, WIRELESS, PC/SERVER INTERNET E-COMMERCE PC/SERVER Market 2010 HDD FLASH DRAM Size SRAM CONSUMER CD/MD TAPE Capacity Cost Mechanical Solid State SanDisk Confidential More Memory. More Possibilities. Key Markets Consumer SanDisk Confidential More Memory. More Possibilities. Перспективы рынка $M 10,000 9,000 8,000 Movie 7,000 Cellular/SmartPhone 6,000 5,000 Audio 4,000 3,000 Digital Camera 2,000 1,000 PC Cards/Other 0 1999 2000 2001 2002 2003 2004 2005 Source: Toshiba/Panasonic/SanDisk SanDisk Confidential More Memory. More Possibilities. Digital Cameras Сотрудничество с ведущими производителями - гарантия качества и надежности Рынок растет лавинообразно - новые возможности, новая прибыль 1999: 4.9 million Flash Cards, 2004: 59.3 million $1.1B in 2004 SanDisk Confidential More Memory. More Possibilities. Digital Cameras: Images of the Future 40 35 30 25 20 15 Units in Millions in Units 10 5 0 1999 2000 2001 2002 2003 2004 Conversion from Film Purpose Driven Imaging SanDisk Confidential More Memory. More Possibilities. Music Industry Will Never Be the Same Embedded & Removable Flash 64MB Flash = 1-2 Hours Music Copy Protection Issues SanDisk Confidential More Memory. More Possibilities. Flash Cards For a Song 70 Attachment Rate: 1.5 to 60 3.0 cards/Player 50 1999: 0.5 million Flash 40 cards M Units 30 2004: 67.3 million Flash 20 cards 10 $1.3 billion in 2004 0 1999 2000 2001 2002 2003 2004 SanDisk Confidential More Memory. More Possibilities. Digital Migration Sparks Flash Cards Digital Phones Flash Cards Add Greater Functionality E-mail, voice messages Web Addresses, home pages Font storage Memos, etc. SanDisk Confidential More Memory. More Possibilities. Cellular Phone Flash Card Market: UP! 90 80 70 1999: 2.0M Flash Cards 60 2004: 83.9M Flash 50 Cards 40 M Units $1.1B Flash Cards, 2004 30 20 10 0 1999 2000 2001 2002 2003 2004 SanDisk Confidential More Memory. More Possibilities. Handheld PCs Palm Pilot, Cassiopeia, etc. Flash Card Revenue 1999; $51.4M 2004; $320.3M SanDisk Confidential More Memory. More Possibilities. Notebook PCs 12 1999: 1.2M Flash Cards 10 2004: 9.9M Flash Cards 8 $445.0M Flash Card Revenue in 2004 6 M Units M 4 2 0 1999 2000 2001 2002 2003 2004 SanDisk Confidential More Memory. More Possibilities. Flash Technology Roadmap D1 D2 D4 (future): Turbocharging Moore’s Law Mbytes/Wafer (8”) D4 Video (Movies, Servers) D2 Audio (CD) D1 Digital Camera, PDA, Industrial, Internet 0.35m 0.28m 0.24m 0.18m 0.15m 0.12m 1998 1999 2000 2001 2002 2003 SanDisk Confidential More Memory. More Possibilities. Capacity Roadmap CompactFlash 8, 16, 32, 48, 64, 96,128, 160, 192MB, 256MB, 384MB 1999 Type II 256, 300MB 2000 Type I 512MB 2001 MultiMediaCard 8, 16, 32, 64MB 1999 128 MB 2000 256 MB 2001 Memory Stick 4, 8, 16, 32, 64MB 1999 128MB 2001 SanDisk Confidential More Memory. More Possibilities. CompactFlash Association - более 200 участников 3COM Eastman Kodak Co. Konica Proxima Corp 3 S System Co. EEMS Italia Spa Kyocera Quantum Corporation Acecom Inc. Epson Kyocera Elco Corp. RATOC Systems, Inc. Action Tec Electronics ETON Inc. Lexar Media (alternate source) Ricoh Adaptec ETRI Lexmark Int’l, Inc. Ritek Corporation Adtron Corp FCI Electronics M-Systems Rohm Co., Ltd. A Force Group FEIYA Technology MarQlin Corp. Saehan Media America ALL TOP Technology Foxconn Matsushita Battery Industrial Samsung Alps Fuji Photo Film Co. Matsushita Electronic Instruments SanDisk AMCO TEC Int’l Inc. Fujifilm Microdevices MCCI Sanyo AMP Inc. Fujisoku Corp. MELCO Inc. SCM Microsystems Ando Electric Co. Ltd. Fujitsu Computer Technology Ltd. Memory Card Technology Sharp Corp. Apacer Technology Fujitsu Ltd. Memory Corporation Silicom Multimedia Systems Apricorn Inc. Fujitsu Takamisawa Memtek Products Silicon Storage Technology, Inc. Asahi Optical Co. (Pentax) Fujitsu Towa Electron Micron Quantum Devices Simple Technology Askey Computer Corp. Green House Microsoft SmartDisk Corp. Atmel Corp. GoldenRAM Microtech International SMART Modular Tech. Barun Electronics Co., Ltd Hagiwara Sys-Com Co., Ltd. Minolta Co., Ltd. Socket Communications Billionton Systems Halo Data devices Mitsubishi Electric Corp. Southland Micro Systems Buffer-Tek Coporation Hewlett-Packard Mitsubishi Plastic, Inc. STMicroelectronics Butterfly Group (ACDC Memory) Highlead Technology Inc. Molex Tanisys Technology Canon Hirose Electric (USA) Ltd. Motorola Tec-Hill Company Ltd. Capstone Technology Hitachi Ltd. (alternate source) National Semiconductor TEKA Interconnections Systems Carry Computer Eng., Ltd. Hitachi Maxell, Ltd. NEC Testmetrix Casio Computer Co. Honda Tsushin Kogyo Nikon Tokyo Electron Ltd. Cellotape - Affiliate Hosiden Nokia Transcend Information Centennial Technologies Hyperstone Electronics OKI Electric Industry Co. TRG Products Centron Electronics Hynudai Electronics Olympus TwinMos Technologies, Inc. CIS Technology Icon CMS Option International UCONN Technology COM One I-O Data Devices Palmax Technologies Uniden San Diego R&D Center, Inc. Compaq Computer I/O Interconnect Panasonic Unifosa Enterprise Co. CUE Corporation IBM Corp. Philips Electronics Unity Digital Cute Technology Intel Phoenix Technologies USA Speed Tech., Inc. Cycolor Iomega Pixela Corporation Victor Company (JVC) Dane-Elec ITT Cannon PNY Electronics Viking Components Inc. DataFab Systems Inc. Japan Aviation Electronics Point Star VisionTek DDK Electronics JST Manufacturing Polaroid Wichmann WorkX AG Delkin Devices, Inc. KEY Technology Power Quotient International Wintec Industries Digital Print Corp. KingMax Pretec (alternate source) Xircom Duel Systems Kingston Technology Corp. Princeton Technology YISO Telecom SanDisk Confidential More Memory. More Possibilities. Более 175 моделй цифровых фотокамер 13 New Digital Still Cameras in 2001 Agfa ePhoto CL45 Canon Digital IXUS 300 Canon PowerShot A10 Canon PowerShot A20 Canon Pro90 IS Casio QV-3500EX Kodak mc3 (photo’s, mp3’s, video) Minolta Dimage S304 Minolta Dimage 5 Minolta Dimage 7 Nikon D1X Nikon D1H Ricoh RDC-i500 SanDisk Confidential More Memory. More Possibilities. Более 90 моделй карманных компьютеров Casio Cassiopeia Compaq iPAQ Hewlett Packard Jornada Lucky Goldstar (LG) Phenom NEC Mobile Pro Philips Nino SanDisk Confidential More Memory. More Possibilities. MP3 -плееры, фотопринтеры и проч. MP3 Players Thomson RCA Lyra/Lyra 2 I2Go eGo Others Photo Printers Canon Epson HP Kodak Many others More Than 76 Other Products Audio Recorders Auto PC’s Internet Appliances SanDisk Confidential More Memory. More Possibilities. MultiMediaCard Association - более 80 участников Kyocera Elco Aiwa LEOCO Amkor Technology Link-Up Systems Amphenol-Tuchel Luxxon Apacer Technology Macronix ARM Micron Technology Atmel Matsushita Electric Industrial Barun Electronics Mitsubishi Electric Bosch Telecom Mitsubishi Plastics C-One Technology Molex Canon Motorola Carry Computer Engineering Nissei Sangyo Compaq Computer Nokia Datafab Systems Orga Kartensysteme DDK Fijukura America Palm EEMS Italia PC Card Packaging EMTEC Magnetics Pontis Engineering Design Automation (EDA) Power Digital Card Ericsson Mobile Communications PPC Card Systems Etrend Electromics Prochips Technology FCI/Berg Electronics Qualcomm Feiya Technology ROHM Flash Vision SanDisk Franklin Electronic Publishers Sanyo Electric FujiFilm Microdevices SCM Microsystems Fujitsu Microelectronics Sempac High Tech Computer Siemens Hitachi Silicon