Numonyx Emerges as King of NOR in Q2
Spansion’s Chapter 11 filing opens the door to new conquest in the flash market.
During the past five years, Spansion and Numonyx have fought tooth and nail for the No.-1 position in the NOR flash memory market, each alternating in the top spot several times over.
This battle did not abate while the companies underwent mergers, expansions and spinoffs, with the companies seizing any opportunity to leapfrog each other. In the second quarter, it was Numonyx’s turn to pull ahead and take its place as the top dog in the NOR market, according to iSuppli Corp.
However, it was a photo finish as Numonyx was able to win by only a mere 1.1 percentage point margin.
In the second quarter, Numonyx achieved revenue of $380 million, while Spansion posted $376 million. Numonyx gained significant traction in the second quarter having only attained $330 million in revenue during the first quarter of the year. At the same time, Spansion’s revenue declined from $398 million in the first quarter.
After Numonyx and Spansion, the next company is Samsung, trailing far behind with just $117 million in the second quarter, up from $98 million in the first quarter of the year. Macronix International and Silicon Storage Technology round out the Top-5 memory suppliers for NOR, with each gaining revenue in the second quarter.
The Next Chapter
The battle between Spansion and Numonyx took an interesting turn in 2009, when Spansion decided to declare Chapter 11 and focus on the embedded memory segment, while abandoning the wireless market. That left the wireless segment wide open, and suddenly other NOR companies scrambled to secure as much additional business in the handset market as they could. Those that took the greatest advantage of it were Numonyx and Samsung. iSuppli believes that Numonyx will continue to pull away from Spansion during the company’s reorganization. Samsung also will continue to take advantage of Spansion’s strategic redirection and will have a very good year in 2009 because of it.
Strength in Spansion
While Spansion is having a difficult time reorganizing, iSuppli believes the company will be a strong player in the flash memory market. This is because flash memory is used not only in everyday products including Set-Top Boxes (STBs) and Blu-ray players, but also in equipment we don’t see, such as medical imaging systems and automotive electronics. Spansion will rebound along with the economy and be in a stable position to re-emerge as one of the continued strong players in the flash market, although it will play in different markets.
During the past five years, Spansion and Numonyx have fought tooth and nail for the No.-1 position in the NOR flash memory market, each alternating in the top spot several times over.
This battle did not abate while the companies underwent mergers, expansions and spinoffs, with the companies seizing any opportunity to leapfrog each other. In the second quarter, it was Numonyx’s turn to pull ahead and take its place as the top dog in the NOR market, according to iSuppli Corp.
However, it was a photo finish as Numonyx was able to win by only a mere 1.1 percentage point margin.
In the second quarter, Numonyx achieved revenue of $380 million, while Spansion posted $376 million. Numonyx gained significant traction in the second quarter having only attained $330 million in revenue during the first quarter of the year. At the same time, Spansion’s revenue declined from $398 million in the first quarter.
After Numonyx and Spansion, the next company is Samsung, trailing far behind with just $117 million in the second quarter, up from $98 million in the first quarter of the year. Macronix International and Silicon Storage Technology round out the Top-5 memory suppliers for NOR, with each gaining revenue in the second quarter.
The Next Chapter
The battle between Spansion and Numonyx took an interesting turn in 2009, when Spansion decided to declare Chapter 11 and focus on the embedded memory segment, while abandoning the wireless market. That left the wireless segment wide open, and suddenly other NOR companies scrambled to secure as much additional business in the handset market as they could. Those that took the greatest advantage of it were Numonyx and Samsung. iSuppli believes that Numonyx will continue to pull away from Spansion during the company’s reorganization. Samsung also will continue to take advantage of Spansion’s strategic redirection and will have a very good year in 2009 because of it.
Strength in Spansion
While Spansion is having a difficult time reorganizing, iSuppli believes the company will be a strong player in the flash memory market. This is because flash memory is used not only in everyday products including Set-Top Boxes (STBs) and Blu-ray players, but also in equipment we don’t see, such as medical imaging systems and automotive electronics. Spansion will rebound along with the economy and be in a stable position to re-emerge as one of the continued strong players in the flash market, although it will play in different markets.
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