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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 68.71-3.4%12:59 PM EST

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To: Elroy who wrote (2414)10/24/2021 10:12:08 AM
From: Anonymous895  Read Replies (1) of 2424
 
My reply was apparently not posted, so I'm trying again.

SIMO said that they're adding one NAND flash manufacturer as a UFS customer (starting small this year and ramping next year) and then another 5 customers next year. They did not say whether these five new customers are NAND flash manufacturers or OEM customers. I expect that some, maybe all, of these five customers are module makers.

Phison definitely makes eMMC controllers. Just google Kingston's eMMC products which go back years and use Phison's controllers. (Until recently, Kingston exclusively used Phison's controllers from the Phison/Kingston joint venture. I'm pretty sure that Silicon Motion considers these "in-house" controllers.) If Phison only made SSD controllers, their ASP would have to be much higher.

When SIMO says that they're basically the only significant merchant supplier in the eMMC market, that may technically be true, but that's not counting any "in-house" controller competition, including Kingston. I don't know what market share Kingston has in the eMMC market, but they are a significant player in the SSD market, and I would not discount Kingston as a player in the eMMC market. Of all the module makers, Kingston, due to their size and importance in the market, is practically an OEM.
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