《電子技術(shù)應(yīng)用》
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應(yīng)對全球經(jīng)濟(jì)危機(jī) 恒憶兩大變革撼動(dòng)閃存業(yè)

2008-12-29
作者:來源:國際電子商情
關(guān)鍵詞: 恒憶 32GB 存儲(chǔ)卡 32GB 的多

??? 站在英特爾與意法半導(dǎo)體兩大巨頭的肩上,,恒憶" title="恒憶">恒憶(Numonyx)從成立之初就背負(fù)了眾多的希望,。然而,它的誕生時(shí)間并不完美,,可謂生不逢時(shí),,沒多久就趕上了百年一遇的全球金融風(fēng)暴,,整體閃存業(yè)更是跌到谷底。價(jià)格不斷走低(“已經(jīng)低得有些可怕了”一些用戶說道),、銀行融資變成泡影,,這對于需要不斷投入巨資的閃存廠商來說無疑是雪上加霜?!?009年一定會(huì)有一些閃存或者DRAM廠商倒閉,,用戶要密切關(guān)注自己的閃存或DRAM供應(yīng)商的動(dòng)態(tài)?!眎Suppli在一份調(diào)研報(bào)告中提示道。

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?? 面對嚴(yán)峻形勢,,恒憶聰明地完成了兩大變革,,使得它在這場危機(jī)中比對手占有了更有利的地位。???

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??? 第一個(gè)變革是它對傳統(tǒng)閃存廠商的生產(chǎn)模式進(jìn)行了變革,。傳統(tǒng)上閃存廠商都是IDM模式,,自己建造工廠,但是恒憶聰明地利用了一種它稱之為“制造網(wǎng)絡(luò)(manufacturingnetwork)”的概念,。恒憶公司副總裁兼數(shù)據(jù)業(yè)務(wù)部總經(jīng)理FabioGualandris向記者表示“最近幾個(gè)月恒憶與爾必達(dá)和海力士簽署了戰(zhàn)略供應(yīng)協(xié)議,,這使我們只需購買滿足需求所需的產(chǎn)能,而不必為興建和裝備自己的工廠而背上財(cái)務(wù)負(fù)擔(dān),。我們正在不斷擴(kuò)大我們的制造網(wǎng)絡(luò),。”這里看出,,他通過投資后兩者而使自己變得靈活而安全,,既有Fabless的靈活性,但又與代工廠是控股關(guān)系,,產(chǎn)能可以得到完全保障,??梢哉f,恒憶開創(chuàng)了閃存/DRAM行業(yè)一種新的產(chǎn)業(yè)模式,,而正這是種模式使得它不會(huì)輕易陷入財(cái)務(wù)困境,。“目前確實(shí)是非常困難的時(shí)期,,此時(shí)擁有現(xiàn)金流是一大優(yōu)勢,。”Gualandris稱,。但他拒絕透露財(cái)務(wù)狀況,。????

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??? 第二大變革則是恒憶將自己從一個(gè)以NOR閃存為主的廠商變成一個(gè)名副其實(shí)的“全能”內(nèi)存廠商。日前,,它更是發(fā)布了一列系令對手汗顏的NAND產(chǎn)品,,令人感覺它已將新產(chǎn)品的重心偏向NAND市場?!拔覀円咽且徽臼絻?nèi)存供應(yīng)商,,擁有全線產(chǎn)品:NOR,NAND,,面向MCP的RAM以及PCM,。我們在NOR領(lǐng)域?qū)嵙軓?qiáng),我們現(xiàn)在要做的是保持并擴(kuò)大面向無線和嵌入領(lǐng)域的NAND產(chǎn)品組合,?!盙ualandris稱。??

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??? 日前,,恒憶公司表示針對無線通信,、嵌入式設(shè)計(jì)和數(shù)據(jù)存儲(chǔ)市場推出新系列NAND閃存產(chǎn)品。新系列產(chǎn)品包括32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" 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title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" 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title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb" title="32Gb">32Gb的多" title="的多">的多級(jí)單元(MLC)NAND閃存,、32GB的eMMC存儲(chǔ)芯片和高達(dá)8GB的microSD產(chǎn)品,,全部采用先進(jìn)的41nm制造工藝?!皩τ谑謾C(jī),、便攜導(dǎo)航儀等消費(fèi)電子產(chǎn)品廠商,這些新產(chǎn)品將是一系列易于設(shè)計(jì)的存儲(chǔ)器解決方案,;對于消費(fèi)者,,新產(chǎn)品將提供更大的存儲(chǔ)空間,他們可以在設(shè)備上保存相片,、視頻和音樂,,使用流行的多媒體應(yīng)用程序。”Gualandris表示,。????

?

??? 此次新產(chǎn)品還標(biāo)志著41nm工藝成為恒憶的主流工藝,,并且全部轉(zhuǎn)向300mm晶圓。?

?

????廣泛的產(chǎn)品組合,,先進(jìn)的制造技術(shù)????

?

????此次發(fā)布的產(chǎn)品意味著恒憶把先進(jìn)的41nm工藝應(yīng)用到了最主流的產(chǎn)品中,。產(chǎn)品包括16Gb到32Gb的單片封裝和多片封裝的MLC產(chǎn)品,2GB到32GB的eMMCManagedNAND產(chǎn)品,,以及2GB到8GB的microSD移動(dòng)存儲(chǔ)卡" title="存儲(chǔ)卡">存儲(chǔ)卡,。恒憶還推出一款48nmSLC1GbNAND產(chǎn)品,為嵌入式和無線應(yīng)用客戶提供性能更優(yōu),、更安全,、使用壽命更長的存儲(chǔ)解決方案。

?

????為了滿足市場對ManagedNAND產(chǎn)品的需求,,恒憶推出了41nmManagedNAND存儲(chǔ)器,。新產(chǎn)品具有管理NAND存儲(chǔ)器所需的基本控制功能,非常適合全球定位系統(tǒng)以及其它需要大量存儲(chǔ)管理的設(shè)備,。此外,,在多片封裝解決方案中整合ManagedNAND,并提供各種類型的封裝和RAM,,F(xiàn)eaturephone廠商將從整合ManagedNAND和RAM的多芯片封裝中受益,。???

?

????在eMMC產(chǎn)品方面,恒憶的32GBeMMC是市場上存儲(chǔ)容量最高的解決方案,,而且完全兼容4.3版的JEDECeMMC標(biāo)準(zhǔn),,可以大幅度簡化設(shè)備廠商的產(chǎn)品開發(fā)設(shè)計(jì)。eMMC32GB可以保存多達(dá)16,000張高分辨率數(shù)碼相片,、8,000首歌曲和長達(dá)20小時(shí)的高清視頻,。新的32GB嵌入式閃存集成8顆32GbNAND閃存芯片,集成一個(gè)專用控制器,。32GB容量的產(chǎn)品的樣片將于2009年1月上市。?

???

????此外,,恒憶還增加了microSD存儲(chǔ)卡產(chǎn)品以迎合手機(jī)的最新需求,。值得一提的是,該產(chǎn)品專門針對傳統(tǒng)插槽的舊式手機(jī)設(shè)計(jì),,可提供2GB到8GB的microSD存儲(chǔ)卡,。????

?

????“恒憶相信自己有能力提供全系列的內(nèi)存子系統(tǒng)解決方案——NOR、NAND,、RAM多芯片封裝,、軟件和固件等,比傳統(tǒng)的NAND供應(yīng)商具有明顯的競爭優(yōu)勢,。此外,,我們的原則是不與自己的客戶競爭,。”他雖然沒有指出傳統(tǒng)的NAND廠商是誰,,但是目標(biāo)直指三星是無庸置疑的,。言下之意,三星必須與自己的客戶競爭,,這使它喪失了中立性,。?

???

????“歷史表明,內(nèi)存產(chǎn)業(yè)具有周期性,。我們現(xiàn)在處于非常嚴(yán)重的下降階段,。經(jīng)驗(yàn)顯示,那些在下降階段也投資于創(chuàng)新的廠商,,在產(chǎn)業(yè)復(fù)蘇時(shí)將處于比較有利的地位,。無人知道產(chǎn)業(yè)何時(shí)復(fù)蘇,但恒憶正在積極準(zhǔn)備迎接這一天的到來,?!盙ualandris稱。


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