【出版时间及名称】：2009年12月台湾闪存行业研究报告
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：44
        【目录或简介】：
Contents
Investment Case............................................................................................................................................................. 3
Controller IC Makers Outperform Memory Makers over the Cycle ............................................................................ 4
Controller IC Makers Also Outperform Memory Module Makers over the Cycle...................................................... 7
Major Memory Controller Companies ........................................................................................................................... 9
Phison ..................................................................................................................................................................................................................... 9
Silicon Motion .......................................................................................................................................................................................................... 9
Skymedi................................................................................................................................................................................................................... 9
3S (Solid State System) .......................................................................................................................................................................................... 9
JMicro...................................................................................................................................................................................................................... 9
Mtron ....................................................................................................................................................................................................................... 9
Alcor Micro .............................................................................................................................................................................................................. 9
SanDisk ................................................................................................................................................................................................................... 9
ITE........................................................................................................................................................................................................................... 9
What Is NAND Flash?................................................................................................................................................... 12
What Is a NAND Flash Controller IC?.......................................................................................................................... 15
1. ECC (Error Correction Code) ............................................................................................................................................................................ 15
2. Bad Block Management .................................................................................................................................................................................... 15
3. Wear Leveling ................................................................................................................................................................................................... 16
4. Increased Data Security .................................................................................................................................................................................... 16
Applications for NAND Flash Controllers................................................................................................................... 18
NAND Flash Controller IC Market ............................................................................................................................... 20
NAND Flash Controller IC Market Is Ex-Growth for the Traditional Consumer Market.......................................................................20
However, We See Strong Growth for Embedded NAND Flash ..........................................................................................................20
NAND Flash Controller IC Demand Trend .................................................................................................................. 22
1. Consumer NAND Flash Controller ICs.............................................................................................................................................................. 22
2. Netbook SSD NAND Flash Controller IC .......................................................................................................................................................... 22
3. NB SSD NAND Flash Controller ICs ................................................................................................................................................................. 23
4. Industrial and Server-grade SSD NAND Flash Controller ICs ........................................................................................................................... 24
NAND Flash Controller IC Business Models .............................................................................................................. 26
1. Pure NAND Flash Controller IC Supplier Business Model ................................................................................................................................ 26
2. Turnkey Business Model ................................................................................................................................................................................... 26
3. Alliance with Memory Module Makers............................................................................................................................................................... 26
What Is Solid State Disk (SSD)? ................................................................................................................................. 29
Solid State Disk (SSD) Applications........................................................................................................................... 33
New Interface Opportunity .......................................................................................................................................... 36
Various Forms of SSD ................................................................................................................................................. 38
Glossary ........................................................................................................................................................................ 40