continuing...
- Mirrobit Quad starting from integrated, eventually moving to other areas, eventually getting to removable
- Handset, auto primary, removable secondary
- growth in Code (NOR slowing mid single), Code and Data growing fast (45 - 50%), addressing this growing market with Mirrorbit Quad
- reiterating Ornand 5 to 10% of revenue guidance for Q4
- Cellular 2/3 of revenues, other embedded 1/3, removable after addressing these first 2.
- seeing progress down to 45nm in Nitride storage (Seifuns IP)
- can't make product roadmap update now, announcement will follow later in the quarter
- extended relationship with Seifun to extend to development services
- 90nm wafer starts in Fab 25 all Mirrorbit (apparently), JV3 substantially Mirrorbit, JV1, JV2 older, TSMC 110nm Mirrorbit moving to 90nm.
- not commenting on details of licensing
- the competitive situation for Spansion in cellphone parket is NOR + ORNAND + RAM for Spansion vs. NAND + RAM. ORNAND is not going head to head vs. NAND, but 2 packaged solutions are competing head to head, and the 2 solutions have their own price, data size, physical size, power consumption and voltage. Spansion's combo (MLC) has advantages over NAND guys combo (MLC).
- Analysts are questioning why not going after removable storage. Apparently, they are not aware of the capacity constraints and on capital needed for capacity ramp.
Joe |
