Friday, April 22, 2011

Samsung vs Intel in Chip Leadership, SSD vs HDD

Samsung is a fascinating technology company,
steadily increasing its share of market in many areas.

A few years ago "Samsung" was forbidden word in Sony.
Since, Samsung has taken over in TV sales...

Now, tanks to huge increase of ARM-based mobile devices,
Intel's global lead on CPU sales is challenged... by Samsung.

Samsung Challenges Intel For Chip Leadership

It appears as if the chip industry had a much better 2010 than 2009,
as the global semiconductor business is estimated to have gained about $70 billion in sales last year
...
Intel increased its sales expand to $40.4 billion in 2010, which translates to a 25.5% improvement over 2009 and a 13.3% market share. Samsung, however, jumped by 59.1% from $17.5 billion to $27.8 billion last year, according to iSuppli. The industry average was 32.1% in iSuppli's charts and 30.9% in Gartner's result.


In this growth path there are some loses: Samsung's HDD manufacturing is losing money,
despite quite decent products and reasonable prices... So there is more HDD market consolidation expected.

Seagate May Buy Samsung HDD Unit

On the other side, SSD drives, based on Flash memory, are growing as weeds,
and Samsung is again one of the leaders... competing head to head with Intel...



Strangely, Intel has sold its its XScale division that was making ARM based chips years ago... Since it was not as profitable as x86 CPU business... Now, there are no mobile phones with Intel chips, and even Microsoft is porting Windows 8 to ARM based chips...

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