8. PEs
Universities
Inventors
Licensed IP
Invention
Gap
Aggregators
Acquired IP
What is
your
strategy?
(including from vendors)
Is this
sufficient?
In-House IP
Robust Portfolio
(including assets from
diverse sources)
(developed by company)
Current Portfolio
Future Portfolio

10. Threat of New Entrants
Bargaining Power of
Suppliers
Rivalry Among
Existing
Competitors
Threat of Substitute Products
or Services
Bargaining Power of
Buyers

12. •
•
•
•

13. 









Source: SanDisk 2011 Q4 10-Q

14. 1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
Licensing revenue in $M
$600
$500
$400
$300
$200
$100
$0