Keith,
In the second quarter, Spansion significantly outgrew the overall NOR industry with 7.5 percent growth and reached nearly 40 percent share of the NOR flash memory segment. In addition, Spansion is now the third largest supplier in the overall Flash memory market rankings.
That's a lot of progress. Last reading we got, Numonyx was still ahead in market share. That was about a year ago, before the deal was closed. Does anybody remember the figures? IIRC, Spansion was at ~33%, Numonyx ~37%. I guess all the talk of gaining curtomers from Numonyx is finally kicking in.
Also, given current financial situation and sorry state flash is in, do you foresee anybody lending - or investing money in Numonyx? No new investment means no new, 300mm fab, which means Numonyx is fast on the way of becoming a niche player, and later bottom feeder. I am talking 2 to 3 years. The way I see it, for Numonyx, it is PCM or bust.
MirrorBit solution sales alone represented 31% of the NOR Flash memory segment, larger than the NOR sales of the next largest competitor.
It's good to see Spansion break down the figures like this. i think, on the design level, as opposed to having to justify MirrorBit, in the future, they (the engineers, designers, managers) will have to justify why not MirrorBit. MirrorBit is becoming the path of the least resistance, the default option.
Joe |
