Summary Table:
WORLDWIDE MARKET FOR SEMICONDUCTOR MEMORY, THROUGH 2007 ($ MILLIONS)

Summary Figure:
WORLDWIDE MARKET FOR SEMICONDUCTOR MEMORY, 1999-2007 ($ MILLIONS)

Table 1. DIMENSIONS OF ROTATING MEMORY AND NONROTATING MEMORY

Table 2. SPECIFICATIONS OF ROTATING MEMORY AND NONROTATING, NONVOLATILE MEMORY

Table 3. WORLDWIDE NONSEMICONDUCTOR COMPUTER MEMORY (STORAGE) MARKET, 2001 (NON-CHIP MEMORY MARKETS, MILLIONS OF UNITS)

Table 4. WORLDWIDE AVERAGE SELLING PRICE OF DIFFERENT MEMORY CHIPS, 1999-2007 (128-MBIT EQUIVALENTS; IN $)

Table 5. WORLDIWDE MEMORY CHIP PRICES FOR DIFFERENT MEMORY TYPES, 2001 (PRICE PER MEGABIT, IN $)

Table 6. WORLWIDE UNIT SHIPMENTS BY MEMORY CHIP TYPE, THROUGH 2007 (128-MBIT EQUIVALENTS)

Table 7. WORLDWIDE MEMORY REVENUE BY MEMORY CHIP TYPE, THROUGH 2007 ($ MILLIONS)

Table 8. WORLWIDE MEMORY CELLULAR PHONE APPLICATIONS BY MEMORY CHIP TYPE, TROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)

Table 9. WORLDWIDE MEMORY CHIP UNIT SALES FOR PC MAIN MEMORY, BY MEMORY CHIP TYPE, THROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)

Table 10. MEMORY CHIP PRODUCTS BY TYPE AND DENSITY

Table 11. MEMORY PRODUCTION REVENUE BY REGIONAL BASE, 1999-2001 ($ MILLIONS)

Table 12. WORLDWIDE MEMORY CHIP SALES BY COMPANY, 1999-2001 ($ MILLIONS)

Table 12. (CONTINUED)

Table 13. COMPUTER MEMORY TERMINOLOGY

Table 13. (CONTINUED)

Table 14. SUMMARY OF ACQUISITONS BY MEMORY COMPANIES, 1995-2001

Table 15. COMPUTER MEMORY COMPANIES BY PRIMARY PRODUCT CATEGORY

Table 16. MEMORY SEMICONDUCTOR COMPANIES BY TIER-MARKET SEGMENT

Table 17. PRIMARY END-PRODUCT MARKETS FOR COMPUTER MEMORY CHIPS

Table 18. PC CUSTOMER BASE BY REGION

Table 19. WORLDWIDE MEMORY CARD/MODULE REVENUE, 2000 ($ MILLIONS)

Table 20. JAPAN'S SECURE DATA (SD) CARD PRODUCTION BY SITE, 2000 (UNITS PER MONTH)

Table 21. SILICON AREA FOR DIFFERENT TYPES OF MEMORY CHIPS

Table 22. ELECTRICAL SPECIFICATIONS OF MEMORY CHIPS

Table 23. DISTRIBUTORS OF MEMORY CHIPS

Table 24. MEMORY CONSUMPTION BY GEOGRAPHIC REGION, THROUGH 2007 ($ MILLIONS)

Table 25. MEMORY CHIP COMPANY SALES BY REGION, 2001 (PERCENT OF TOTAL COMPANY SALES)

Table 26. U.S. EXPORTS OF MEMORY BY PRODUCT TYPE, 2001 (MILLION UNITS, $ MILLIONS)

Table 27. U.S. IMPORTS OF MEMORY BY PRODUCT TYPE, 2001 (MILLION UNITS, $ MILLIONS)

Table 27. (CONTINUED)

Table 28. KOREAN MEMORY EXPORTS BY TYPE, SECOND QUARTER 2002 ($ MILLIONS)

Table 29. DRAM CONSUMPTION BY GEOGRAPHIC REGION, 1999 THROUGH 2007 ($ MILLIONS)

Table 30. KOREAN EXPORTS OF DRAMS TO THE U.S., 2001 (MILLION UNITS, $ MILLIONS)

Table 31. KOREAN DRAM EXPORTS BY PRODUCT TYPE, 2000-2002 (MILLIONS OF UNITS)

Table 32. KOREAN DRAM EXPORTS BY PRODUCT TYPE (PERCENT OF TOTAL KOREAN DRAM EXPORT SALES)

Table 33. MICRON TECHNOLOGY'S TOTAL PRODUCT REVENUE BY REGION, 1999-2001* ($ MILLIONS)

Table 34. U.S. EXPORTS OF DRAMS BY COUNTRY, 2001

Table 35. FLASH CONSUMPTION BY GEOGRAPHIC REGION, THROUGH 2007 ($ MILLIONS)

Table 36. NONVOLATILE MEMORY EXPORTS FROM THE U.S., 2001

Table 37. U.S. IMPORTS OF EEPROMS, BY COUNTRY, 2001 (> 900 KBITS)

Table 38. U.S. EXPORTS/IMPORTS, EEPROMS, 2001

Table 39. COMPUTER EQUIPMENT IMPORTS INTO THE U.S., BY COUNTRY, 1998-2001 ($ MILLIONS)

Table 40. CHINA'S PC COMPANIES AND PRODUCTION, 2000-2002 (MILLIONS OF UNITS)

Table 41. CHINA'S CELLULAR PHONE COMPANIES AND PRODUCTION, 2000-2002 (MILLIONS OF UNITS)

Table 42. NOKIA REVENUE FROM CHINA, 1999-2001 ($ MILLIONS)

Figure 1. TRANSISTOR SIZE AND FEATURE LENGTH

Figure 2. FORMULA FOR SILICON AREA AS A FUNCTION OF FEATURE LENGTH

Table 43. FLASH PROCESS TECHNOLOGY FEATURE LENGTH, BY YEAR, 1986-2002

Table 44. MEMORY CELL SIZES IN TERMS OF SCALE FACTOR S

Table 45. SILICON SURFACE AREA FOR DIFFERENT SIZE WAFERS (YIELD OF 75%)

Figure 3. WAFER EDGE LOSS

Table 46. WAFER FABRICATION FACILITY COSTS (200 MM)

Table 47. FEATURE LENGTH MANUFACTURING CAPACITY, BY COMPANY, 2002

Table 48. NONVOLATILE MEMORY CHIP SPECIFICATIONS

Table 49. NONVOLATILE MARKET REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)

Table 49. (CONTINUED)

Table 50. WORLDWIDE FLASH SHIPMENTS, REVENUE AND ASP, THROUGH 2007

Table 51. WORLDWIDE FLASH SALES BY TYPE, THROUGH 2007 ($ MILLIONS)

Table 52. NOR FLASH REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)

Table 53. APPLICATIONS OF NAND FLASH BY MARKET, 2001 (PERCENT OF REVENUE)

Table 54. NAND/AND FLASH REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)

Table 55. NAND/AND FLASH SHIPMENTS BY COMPANY, 1999-2001 (MILLIONS OF 128-MBIT EQUIVALENTS)

Figure 4. SANDISK ANNUAL REVENUE, 1999-2001 ($ MILLIONS)

Table 56. SONY MEMORY STICK SHIPMENTS BY APPLICATION, 1999-2002 (MILLIONS OF UNITS)

Table 57. FLASH DEMAND MODEL, BY APPLICATION, THROUGH 2007 (128-MBIT EQUIVALENTS, MILLIONS OF UNITS)

Figure 5. CELLULAR PHONE DESIGN

Table 58. CELLULAR FLASH CUSTOMER BASE BY REGION

Table 59. PDA AND HANDHELD PC COMPANIES BY REGION

Table 60. PALM INC. ANNUAL REVENUE BY YEAR, 1997-2001 ($ MILLIONS)

Figure 6. DIGITAL CAMERA FLASH DESIGN

Table 61. DIGITAL CAMERA COMPANIES BY REGION

Table 62. SET-TOP COMPANIES BY REGION

Table 63. SILICON STORAGE TECHNOLOGY SALES, 1999-2001 ($ MILLIONS)

Table 64. SILICON STORAGE TECHNOLOGY FLASH CHIP PRICES, 2002 (FOR PURCHASE ORDERS OF 100,000 UNITS)

Table 65. DVD COMPANIES BY REGION

Table 66. INTERNET AND AUDIO PLAYER COMPANIES

Table 67. NOR FLASH SHIPMENTS BY APPLICATION AND COMPANY, 2001 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)

Table 68. NOR FLASH SHIPMENTS BY APPLICATION AND COMPANY, 2000 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)

Table 69. FLASH SHIPMENTS BY APPLICATION AND COMPANY, 1999 (UNITS, MILLIONS OF 128 KBIT EQUIVALENTS)

Table 70. FLASH CUSTOMER BASE, BY COMPANY

Table 71. ATMEL CUSTOMER BASE BY CUSTOMER

Table 72. 128-MBIT NOR FLASH EQUILVALENT SHIPMENTS BY COMPANY (MILLIONS OF 128-MBIT EQUIVALENT UNITS)

Table 72. (CONTINUED)

Table 73. NOR FLASH SHIPMENTS BY PRODUCT TYPE AND COMPANY, 2001 (MILLIONS OF UNITS)

Table 73. (CONTINUED)

Table 74. FLASH SHIPMENTS BY PRODUCT TYPE AND COMPANY, 2000 (MILLIONS OF UNITS)

Table 74. (CONTINUED)

Table 75. NAND FLASH CHIP PRICING, 1999-2002 ($ PER CHIP)

Table 76. NOR FLASH CHIP PRICING, 1998-2002 ($ PER CHIP; QUANTITY OF 10K+)

Table 77. OTHER FLASH COMPANIES

Table 77. (CONTINUED)

Table 78. FLASH CELL SIZE VERSUS FEATURE LENGTH

Table 79. FLASH DIE SIZE, PROCESS TECHNOLOGY, AND DIE PER WAFER

Table 80. GBITS AND REVENUE PER WAFER BY TYPE AND FEATURE LENGTH, 2001 (75% YIELD, 200-MM WAFER SIZE)

Table 81. NOR FLASH WAFER PRODUCTION CAPACITY BY COMPANY, 1999-2002 (THOUSANDS OF 8-INCH WAFERS)

Table 82. 300-MM FLASH MEMORY WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 12 INCH WAFERS)

Table 83. WORLDWIDE TOTAL NAND/NOR FLASH PRODUCTION CAPACITY, BY REGION, THROUGH 2007 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)

Table 84. TAIWAN FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 8-INCH EQUIVALENT WAFERS)

Figure 7. MACRONIX FLASH SALES BY MONTH, 2001 ($ MILLIONS)

Table 85. CHINA'S FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 86. SINGAPORE/MALAYSIA FLASH WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFERS)

Table 87. JAPAN'S WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFERS)

Table 88. KOREA'S FLASH WAFER FABRICATION CAPACITY, 1998-2002 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)

Table 89. EUROPE'S FLASH WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 8-INCH WAFER EQUIVALENTS)

Table 90. STMICROELECTRONICS PROCESS ROAD MAP, 1998-2002

Table 91. NORTH AMERICAN 200-MM FLASH WAFER PRODUCTION CAPACITY, 1998-2002 (THOUSANDS OF 200-MM WAFERS)

Table 92. SHARP FLASH SUPPLIER PRODUCTION, 2001-2002 (MILLIONS OF 128-MBIT EQUIVALENTS)

Table 93. FLASH AND EMBEDDED FLASH CONTRACT FOUNDRY SUPPLIERS

Figure 8. TOWER SEMICONDUCTOR SUPPLY CHAIN

Figure 9. THE SMIC SUPPLY CHAIN

Figure 10. THE SHARP SUPPLY CHAIN

Figure 11. THE SST SUPPLY CHAIN

Figure 12. THE MITSUBISHI SUPPLY CHAIN

Table 94. MAJOR FLASH TECHNOLOGY AND MANUFACTURING AGREEMENTS

Table 95. WORLDWIDE FERROELECTRIC MARKET PRODUCT SHIPMENTS, 2000-2007 (MILLIONS OF UNITS)

Table 96. RAMTRON FERAM PRODUCT REVENUE, 1996-2001 ($ MILLIONS)

Table 97. FERROELECTRIC COMPANIES AND ORGANIZATIONS

Table 98. FERAM PRODUCTION LEVELS OF SELECTED MANUFACTURERS, 1999-2002 (MILLIONS OF 128 KBIT EQUIVALENTS)

Table 99. APPLICATIONS FOR RAMTRON'S PRODUCTS

Table 100. FERROELECTRIC CELL SIZE VERSUS FEATURE LENGTH

Table 101. FERROELECTRIC ELECTRICAL SPECIFICATIONS

Table 102. FERROELECTRIC MEMORY PRODUCT PRICING ($)

Table 103. RAMTRON FERROELECTRIC LICENSE PARTNERS

Table 104. RAMTRON'S TOP CUSTOMERS, 2000-2001

Table 105. 256-KBIT MRAM SPECIFICATIONS

Table 106. COMPANIES WITH MRAM DEVELOPMENT EFFORTS, 2002

Table 107. ROM REVENUE BY COMPANY, 1999-2001

Table 108. ROM PRODUCT TYPES BY STORAGE DENSITY

Table 109. EPROM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)

Table 110. EPROM APPLICATIONS

Table 111. EPROM PRODUCTS BY STORAGE DENSITY

Table 112. U.S. IMPORTS OF EEPROMS, 2001

Table 113. SERIAL EEPROMS BY COMPANY AND PRODUCT TYPE

Table 114. PARALLEL EEPROM PRODUCTS BY DENSITY

Table 115. EEPROM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)

Table 116. SERIAL AND PARALLEL EEPROM APPLICATIONS

Table 117. EEPROM FOUNDRIES

Table 118. VOLATILE MEMORY MARKET REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)

Table 118. (CONTINUED)

Table 119. DRAM MARKET REVENUE, SHIPMENTS AND ASP, THROUGH 2007

Table 120. WORLDWIDE DRAM SHIPMENTS BY STORAGE DENSITY CAPACITY, 1999-2001 (MILLIONS OF UNITS)

Table 121. U.S. IMPORTS OF DRAMS, 2001

Table 122. AVERAGE DRAM MEGABYTES PER PC SYSTEM SHIPPED, 1999-2002

Table 123. WORLDWIDE DRAM REVENUE FROM THE PC MARKET, THROUGH 2007 ($ MILLIONS)

Table 124. MEGABYTES OF MAIN MEMORY DRAM SHIPPED WITH DESKTOP COMPUTERS, BY MANUFACTURER, JUNE 2001 (OUT OF 454 MODELS SURVEYED)

Table 125. DRAM DEMAND BY END MARKET SEGMENT, THROUGH 2007 (MILLIONS OF 128-MBIT EQUIVALENTS)

Table 126. WORLDWIDE VIDEO GAME DRAM SHIPMENTS, THROUGH 2007 (MILLIONS OF UNITS)

Figure 13. GRAPHICS AND MOTHERBOARD MEMORY

Table 127. WORLDWIDE DRAM SHIPMENTS TO THE PDA MARKET, THROUGH 2007 (MILLIONS OF UNITS)

Figure 14. WORLDWIDE 128-MBIT DRAM PRICING, APRIL 2000-MARCH 2002 ($ PER UNIT)

Figure 15. PROMOS SALES BY MONTH, JAN. 2001-JAN. 2002 ($ MILLIONS)

Figure 15. (CONTINUED)

Table 128. WORLDWIDE DRAM ASP BY STORAGE DENSITY CAPACITY, 1999-2007 ($)

Table 129. KOREAN DRAM ASP BY PRODUCT TYPE, JAN. 2001-APR. 2002 ($)

Table 130. U.S. DRAMS IMPORTS AND EXPORTS, 2001

Table 131. ASP OF DRAMS BY PRODUCT TYPE, 2001

Table 132. DRAM MARKET REVENUE BY REGIONAL ORIGIN, THROUGH 2007 ($ MILLIONS)

Table 133. DRAM REVENUE BY COMPANY, 1999-2001 ($ MILLIONS)

Table 134. DRAM SHIPMENTS BY COMPANY, 1999-2001 (128-MBIT EQUIVALENTS)

Table 134. (CONTINUED)

Table 135. DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 2001 (MILLIONS OF UNITS)

Table 136. DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 2000 (MILLIONS OF UNITS)

Table 137. DRAM SHIPMENTS BY STORAGE DENSITY AND COMPANY, 1999 (MILLIONS OF UNITS)

Table 137. (CONTINUED)

Table 138. DRAM SHIPMENTS BY APPLICATION, 2001 (MILLIONS OF 128-MBIT EQUIVALENTS)

Table 139. DRAM SHIPMENTS BY APPLICATION, 2000 (MILLIONS OF 128-MBIT EQUIVALENTS)

Table 140. DRAM CUSTOMER BASE BY COMPANY

Table 141. INFINEON'S TOP CUSTOMERS

Table 142 DRAM CUSTOMER BASE BY REGION

Table 142 (CONTINUED)

Table 143. INTEL MEMORY PRODUCTION INVESTMENTS ($ MILLIONS)

Table 144. RDRAM PRODUCTION BY COMPANY, 1999-2002 (MILLIONS OF 128-MBIT EQUIVALENT UNITS)

Table 145. DDR AND QDR DRAM UNIT SALES, THROUGH 2007 (MILLIONS OF UNITS)

Table 146. DDR DRAM PRODUCTION BY COMPANY, 1999-2002 (MILLIONS OF 128-MBIT EQUIVALENTS)

Table 146. (CONTINUED)

Table 147. DRAM CELL SIZE AND PROCESS FEATURE LENGTH

Table 148. DRAM PRODUCTION COSTS AS A FUNCTION OF WPM AND SIZE

Table 149. DRAM CAPACITY PER WAFER, BY COMPANY AND FEATURE LENGTH (75% YIELD, 200-MM WAFER DIAMETER)

Table 150. GBITS AND REVENUE PER WAFER, BY TYPE AND FEATURE LENGTH (75% YIELD, 200-MM WAFER SIZE)

Table 151. DRAM CAPACITY BY GEOGRAPHIC REGION (THOUSANDS OF 200-MM WAFER EQUIVALENTS; MILLIONS OF 128-MBIT EQUIVALENTS)

Table 152. 300-MM DRAM MEMORY WAFER FABRICATION CAPACITY, BY COMPANY (THOUSANDS OF WAFERS)

Table 153. DRAM WAFER FABRICATION CAPACITY BY COMPANY (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 153. (CONTINUED)

Table 154. NORTH AMERICAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 155. KOREA DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 156. TAIWAN'S 200-MM DRAM WAFER FABRICATION CAPACITY, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 157. SINGAPORE DRAM WAFER FABRICATION CAPACITY, BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 158. CHINA DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 159. EUROPEAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 160. JAPAN DRAM WAFER FABRICATION CAPACITY BY SITE, 1999-2002 (THOUSANDS OF 200-MM WAFER EQUIVALENTS)

Table 161. WORLDWIDE SRAM REVENUE SHIPMENTS AND ASP, THROUGH 2007

Table 162. U.S. SRAM IMPORTS BY DENSITY LEVEL, 2001

Table 163. U.S. SRAM IMPORTS AND EXPORTS, 2001

Table 164. U.S. SRAMS EXPORTS BY COUNTRY

Table 165. SRAM DEMAND BY APPLICATION MODEL, THROUGH 2007 (2-MBIT EQUIVALENTS)

Table 166. SRAM REVENUE BY COMPANY ($ MILLIONS)

Table 167. SRAM CELL SIZE AND PROCESS TECHNOLOGY

Table 168. SRAM PRODUCT TYPES BY COMPANY

Table 168. (CONTINUED)

Table 169. SRAM PRODUCT SPECIFICATIONS

Table 169. (CONTINUED)

Table 170. JAPAN-BASED SRAM WAFER FABRICATION FACILITIES

Table 171. KOREAN BASED SRAM WAFER FABRICATION FACILITIES

Table 172. SRAM ASSEMBLY AND PACKAGING FACILITIES

Table 173. U.S. BASED SRAM WAFER FABRICATION FACILITIES

Table 174. STATISTICAL DATA OF CAM COMPANIES, 2001

Table 175. CAM CELL AND MEMORY CHIP SIZES

Table 176. CAM PRODUCTS BY COMPANY

Table 177. CAM PRICING

Table 178. CAM APPLICATIONS

Table 179. MCP FLASH SRAM COMPANIES

Table 180. PSRAM PRODUCTS BY COMPANY

Table 181. PSRAM ELECTRICAL SPECIFICATIONS

Table 182. 1T SRAM CELL LICENSEES

Table 183. EMBEDDED MEMORY CAPACITY BY MEMORY TYPE

Table 184. IP EMBEDDED MEMORY CORE SALES, 1999-2001 ($ MILLIONS)

Table 185. EMBEDDED IP MEMORY COMPANIES BY MEMORY PRODUCT

Table 185. (CONTINUED)

Table 186. EMBEDDED MEMORY FOUNDRIES

Table 187. EMBEDDED DRAM APPLICATIONS

Table 188. EMBEDDED DRAM TECHNOLOGY INTEGRATION LEVELS

Table 189. MOTOROLA MRAM CAM PATENTS

Figure 16. MAGNETORESISTIVE MEMORY CELL CIRCUIT

Table 190. MICROMEM MRAM PATENTS

Table 191. QUANTUM DOT COMPANIES AND RESEARCH ORGANIZATIONS

Table 192. 1T-SRAM DRAM CONTROLLER PATENTS

Table 193. PATENT HOLDINGS BY REGION AND MEMORY TYPE

Table 194. U.S. MEMORY PATENT HOLDINGS BY NORTH AMERICAN COMPANIES, JAN. 1996-APR. 2002

Table 195. JAPAN'S U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002

Table 196. TAIWAN'S U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002

Table 197. EUROPEAN U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002

Table 198. KOREAN U.S. MEMORY PATENTS BY PRODUCT AND COMPANY, JAN. 1996-APR. 2002