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Spansion tops NOR flash suppliers, says iSuppli

Posted: 29 May 2006 ?? ?Print Version ?Bookmark and Share

Keywords:Spencer Chin? Spansion? iSuppli? NOR flash?

Memory supplier Spansion LLC retained its position as the leading supplier of NOR-type flash memory in Q1, according to preliminary market-share data from iSuppli Corp.

Spansion achieved Q1 NOR sales of $562 million, down 6.5 percent from $601 million in Q4 of 2005, said iSuppli. Trailing Spansion was Intel Corp. with revenue of $537 million, down 10.5 percent from $600 million in the Q4. STMicroelectronics remained in third place with revenue of $327 million, a 2.4 percent decline from $335 million from the previous quarter.

"Revenue for each of the top-three NOR suppliers was lower in the first quarter than it was in the fourth. However, this was not unexpected because it reflects normal seasonal sales patterns in the NOR market,"said Mark DeVoss senior analyst, flash /SRAM/MCP for iSuppli.

Still, several companies, such as Micron Technology Inc. and Samsung Electronics Co. Ltd saw sequential growth in NOR flash memory sales, iSuppli said.

The firm added that NOR flash suppliers, stung by revenue declines in 2004 and 2005, have shied away from adding capacity, instead focusing on migrating to finer pitch lithography, increasing production of two-bit-per-cell flash technologies, and entering foundry support agreements for producing legacy technology products. Some of the strategies have been in response to the growing popularity of NAND flash, increasingly finding its way into mobile phones.

Still, iSuppli believes increasing demand for flash memory for mobile phones and other electronic devices could produce NOR flash shortages later in 2006.

- Spencer Chin
EE Times

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