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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 68.71-3.4%Nov 26 12:59 PM EST

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To: Anonymous895 who wrote (2415)10/24/2021 1:08:21 PM
From: Elroy  Read Replies (2) of 2424
 
If Phison only made SSD controllers, their ASP would have to be much higher.

Not sure what you mean by this. Historically SIMO said that eMMC controllers were 50 cents and SSD controllers were $5 on average. I don't think they've updated eMMC ASP info since UFS became widespread, so eMMC may have shifted down somewhat.

Does Phison give controller ASPs?

I haven't got a great handle on Phison's market share in anything because Phison doesn't clearly provide the info. IF Phison were dominant in something, I'd expect them to make it crystal clear to investors.

SIMO says they think they will have 50% of the design slots for gen4 PCIe SSD controllers by the end of 2022. Phison has a comparable gen4 SSD controller. They quote the phenomenal growth of this product year over year in recent press releases, but (if I recall) it is growing from something like $1 million in sales in the quarter a year ago to $2.5 million this year, something like that. High growth, but off a miniscule base.

Do you have any idea of Phison's expected market share in gen4 SSD controllers by the end of 2022? That would give us a fair comparison of the two companies in the leading edge SSD PC controller.
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