??? 站在英特爾與意法半導體兩大巨頭的肩上,恒憶" title="恒憶">恒憶(Numonyx)從成立之初就背負了眾多的希望。然而,它的誕生時間并不完美,可謂生不逢時,沒多久就趕上了百年一遇的全球金融風暴,整體閃存業(yè)更是跌到谷底。價格不斷走低(“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。“2009年一定會有一些閃存或者DRAM廠商倒閉,用戶要密切關注自己的閃存或DRAM供應商的動態(tài)?!眎Suppli在一份調(diào)研報告中提示道。
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?? 面對嚴峻形勢,恒憶聰明地完成了兩大變革,使得它在這場危機中比對手占有了更有利的地位。???
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??? 第一個變革是它對傳統(tǒng)閃存廠商的生產(chǎn)模式進行了變革。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(manufacturingnetwork)”的概念。恒憶公司副總裁兼數(shù)據(jù)業(yè)務部總經(jīng)理FabioGualandris向記者表示“最近幾個月恒憶與爾必達和海力士簽署了戰(zhàn)略供應協(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務負擔。我們正在不斷擴大我們的制造網(wǎng)絡?!边@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輕易陷入財務困境。“目前確實是非常困難的時期,此時擁有現(xiàn)金流是一大優(yōu)勢?!盙ualandris稱。但他拒絕透露財務狀況。????
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??? 第二大變革則是恒憶將自己從一個以NOR閃存為主的廠商變成一個名副其實的“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)存供應商,擁有全線產(chǎn)品:NOR,NAND,面向MCP的RAM以及PCM。我們在NOR領域實力很強,我們現(xiàn)在要做的是保持并擴大面向無線和嵌入領域的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、嵌入式設計和數(shù)據(jù)存儲市場推出新系列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" 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" 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">的多級單元(MLC)NAND閃存、32GB的eMMC存儲芯片和高達8GB的microSD產(chǎn)品,全部采用先進的41nm制造工藝?!皩τ谑謾C、便攜導航儀等消費電子產(chǎn)品廠商,這些新產(chǎn)品將是一系列易于設計的存儲器解決方案;對于消費者,新產(chǎn)品將提供更大的存儲空間,他們可以在設備上保存相片、視頻和音樂,使用流行的多媒體應用程序?!盙ualandris表示。????
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??? 此次新產(chǎn)品還標志著41nm工藝成為恒憶的主流工藝,并且全部轉向300mm晶圓。?
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????廣泛的產(chǎn)品組合,先進的制造技術????
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????此次發(fā)布的產(chǎn)品意味著恒憶把先進的41nm工藝應用到了最主流的產(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移動存儲卡" title="存儲卡">存儲卡。恒憶還推出一款48nmSLC1GbNAND產(chǎn)品,為嵌入式和無線應用客戶提供性能更優(yōu)、更安全、使用壽命更長的存儲解決方案。
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????為了滿足市場對ManagedNAND產(chǎn)品的需求,恒憶推出了41nmManagedNAND存儲器。新產(chǎn)品具有管理NAND存儲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管理的設備。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。???
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????在eMMC產(chǎn)品方面,恒憶的32GBeMMC是市場上存儲容量最高的解決方案,而且完全兼容4.3版的JEDECeMMC標準,可以大幅度簡化設備廠商的產(chǎn)品開發(fā)設計。eMMC32GB可以保存多達16,000張高分辨率數(shù)碼相片、8,000首歌曲和長達20小時的高清視頻。新的32GB嵌入式閃存集成8顆32GbNAND閃存芯片,集成一個專用控制器。32GB容量的產(chǎn)品的樣片將于2009年1月上市。?
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????此外,恒憶還增加了microSD存儲卡產(chǎn)品以迎合手機的最新需求。值得一提的是,該產(chǎn)品專門針對傳統(tǒng)插槽的舊式手機設計,可提供2GB到8GB的microSD存儲卡。????
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????“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?!彼m然沒有指出傳統(tǒng)的NAND廠商是誰,但是目標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。?
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????“歷史表明,內(nèi)存產(chǎn)業(yè)具有周期性。我們現(xiàn)在處于非常嚴重的下降階段。經(jīng)驗顯示,那些在下降階段也投資于創(chuàng)新的廠商,在產(chǎn)業(yè)復蘇時將處于比較有利的地位。無人知道產(chǎn)業(yè)何時復蘇,但恒憶正在積極準備迎接這一天的到來?!盙ualandris稱。