Rink,
- ORNAND1 and Quad1 will only be successful in niche markets.
Just to clarify, by the above, you mean ORNAND that is quad, as opposed to ORNAND that is 2bits per cell. Yeah, I agree with that. But, 2 bit ORNAND should be very big in the NOR market
- Performance of upcoming 3b/c and future 4b/c NAND is indicated to be amazingly low (but it'll sell nicely on lower cost of course).
That is true, for now, with Spansions's 4 bis per cell as well. But, at least, Spansion has it already in the market place, in limited niches (as you mentioned), and hopefully performance characteristics will keep improving...
Eclipse isn't here yet, for all we know it might get delayed a lot, e.g. if it's buggy, or even worse if performance would be lower than expected.
I am less worried about performance (it is just 2 bit per cell based for now) than about acceptance in the market, and design wins. Acceptance and design wins are the key, because it is easier to scale to higher densities for different models once the customer is on board with Eclipse.
Joe |
