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To: slacker711 who wrote (28222)	5/17/2005 12:44:57 PM
From: slacker711	Respond to of 60323

NAND matches NOR for first time electronicsweekly.com Revenues from shipments of NAND flash memory matched those from NOR flash during the first quarter of 2005 – the first time the two variants have sold in equal value. Revenue for NAND in Q1 05 rose to $2.05bn, up 16 per cent from the fourth quarter of 2004, according to preliminary data from industry analyst iSuppli. In contrast, NOR flash revenue declined to $2.02bn, down 11 per cent from the fourth quarter. NOR, which is more suitable for code storage in mobile phones than NAND, has traditionally dominated the market. However, over recent years NAND, the read-write characteristics of which make it more applicable to data storage, has become the memory technology of choice for consumer products such as MP3 players, digital cameras, memory cards and USB drives. iSuppli said it expects the trend to continue in 2006, with NAND accounting for 59 per cent of overall flash revenue, compared to 41 per cent for NOR. Infineon Technologies, the fifth-ranked global NAND supplier, grew its sales 230 per cent from Q4 04 to Q1 05; Micron increased sales by 200 per cent over the same period; and both ST and Hynix improved by around 40 per cent. However, the two leading NAND suppliers, Samsung and Toshiba, still account for 82.7 per cent of the total market, according to iSuppli’s figures. Intel was the top NOR supplier for the third consecutive quarter, with revenues of $578m, worth 28.6 per cent of the whole NOR market. However, both Intel and Spansion saw revenues slip by more than ten per cent from the fourth quarter of 2004 to the first quarter of this year.