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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: Elroy who wrote (2416)10/24/2021 9:08:37 PM
From: Anonymous895  Read Replies (1) of 2424
 
We've been through this in the past. In 2019, Phison made $143 million USD in revenue from controllers (not counting their own modules of combined flash+controller) and sold approximately 411 million such stand-alone controllers. That comes out to an average ASP of about 35 cents. Which is exactly why I say that they obviously are not selling all that many stand-alone SSD controllers -- their ASP is too low for them to much of it to be coming from SSD controllers. Which is why I think that the majority of these controllers are for lower-end applications, such as eMMC (and, of course, USB keys, SD cards, and the like).

I just looked up the 2020 numbers. In 2020, Phison sold $268 million USD of stand-alone controllers, numbering 355 million units. That's an average ASP of 76 cents, much higher than 2019 but still relatively low.

I agree with you that Silicon Motion is apparently smoking Phison's in SSD controller market share, especially for next year.

There is a lot of information to be gotten from Phison's financials and annual report, freely available (in English) on their website. And you can read the transcripts of their conference calls as well, in not-quite-English.
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