Klaus,
I don't think it's public yet. Depends on too many factors for me to come close to an estimate too, e.g.: 45nm end '08, ongoing transition to 65nm, process development deal with tsmc, speed of deploying phase 1 of SP1, and last but certainly not least pricing trends.
I think the speed of deployment of phase 1 of SP1 could initially be planned to proceed in a linear way like 500wspw end Q3, increasing with ~800 a quarter to 4500 in Q4/08, and that this could be adjusted a bit depending on contracts. I also guess that phase 2 will concern 45nm only.
The pricing is the determining factor though imo. Spansion can't afford to spend too much. Neither can Numonyx, but Samsung can and might even though its main businesses aren't very rosy now either.
Some vague thoughts concerning Samsung's strategy: As I said before Samsung might plan to buy share in order for Phase Change Memory (it's supposed to ship as 512Mb in Q1/08) to succeed in the long run. Buying share is happening now and in '08. PCM might be more of a '10 thing. They're primarily buying share from Numonyx (that is iirc behind them with PCM), but are depressing Spansion's ASP's at the same time. After they break Numonyx they could buy it, and then break Spansion (that afaik doesn't have any PCM IP).
The largest factor in this story line will need to be the extent of the success of PCM especially in the NOR market space (many technical aspects of it need to be better than NROM for a big success here). The second factor might be the profitability of Samsung's other lines, which might cause them to slow the speed of this possibly quite unreal strategy a fraction. K, more than enough possible non-sense for now.
Regards,
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