The flash memory market in Europe is now polarising between twin camps dominated by Intel-Sharp and AMD-Fujitsu, a senior market analyst said today.
Richard Gordon, senior memory analyst at Dataquest UK, said that the market was rapidly polarising because of the increase in manufacture of mobile phones between 1997 and 1996.
He said: ?Intel were way ahead in the early nineties with Sharp and Sharp have come back very aggressively in 1997.?
Companies like Ericcson and Nokia, said Gordon, had produced many more mobile phones, which generated output from the rival chipmakers.
He said that Dataquest figures showed ?a significant? 100 per cent growth in Europe, year on year.
Memories had increased in mobiles, he said, and the market was much larger, and mostly driven by Europe rather than North America.
But despite increased demand for mobile phones in Europe, memory manufacturers could expect not particularly good growth because of factors like price erosion.
Gordon said: ?Worldwide, in 1996, the total market was $2.8 billion. We?re expecting that to be flattish in 1997 in dollar terms.?
However, he said, fabrication plants from the two major companies which produce flash memory, largely for mobile phones, could expect to benefit from the upsurge in demand across the continent.
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