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Market Watch: NOR Flash Wireless Revenues to Sag

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Re: PCM prediction doubts
resistion   7/6/2013 8:29:06 PM
if he thinks NAND can replace NOR just like that, certainly his assumptions may be challenged.

Ron Neale
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PCM prediction doubts
Ron Neale   7/5/2013 6:13:19 AM

It would be even more interesting to know from the author of this report on exactly what the prediction of $67million of phase change memory (PCM) sales for 2013 is based. More importantly the product design wins into which this $67 Million of shipments will go; especially as we are already half way through calendar 2013. Linear growth would suggest that ~$30 million have already been shipped; in Dec 2012 Micron claimed the shipments of the 1G-bit 45nm devices were only "well under way"

Micron after initially claiming they would ship millions of PCM devices to Nokia in 2012, for a single PCM design-in win for a "select" number of mobiles, were forced to reduce the claim to a much lower number, indicating to this writer that the claimed numbers "were on the high side".

Micron have claimed, as re-ported in EETimes, that they intend to move their next product (1 or 8 G-bits??) to the 20nm lithographic node. Do the claimed shipment numbers assume that this step will be successful in the short term? The number of design iterations that it took to get the 45nm 1G-bit PCM to product status would suggest it little more caution might be in order when making near-term predictions for PCM shipments or any other aspects of its development. Or is the author of the cited report aware of another company already shipping significant quantities of PCM?

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Boot from NAND?
resistion   7/5/2013 2:10:25 AM
I doubt NAND read is fast enough to allow direct boot from code. Code can't be that bloated, or maybe things have changed?

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