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Macronix Going to Benefit From Smartphone and Car

By Vincent Wang
Published: Jan 28,2014

CY Lu, President of Macronix says mobile car and smartphone will be its driving force in 2014

TAIPEI, TAIWAN — Memorychip producer Macronix International Co., which supplies chips to Japanese video game console maker Nintendo Co. held its 2013 fourth quarter earning conference, which is hosted by its President CY Lu and Vice President Paul Yeh. NOR flash and ROM are major products of Macronix, and will rely on smartphone and car usage more.

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“Due to the low season of ROM so that it reports 13 percent reduced of revenue from last quarter. ” Lu indicated.

Since Nintendo reduced a lot of budget on ROM it did influence Macronix revenue at the 2013 fourth quarter, also it is said that Nintendo maybe will reduce hardware market share and devote themself into phone game market that Macronix acted with the trend that its flash product is growing and to compensate ROM’s decline.

Lu said that its ROM business has two major technology modules, 45nm and 32nm, and the 45nm ROM occupied 57 percent of its 2013 fourth quarter revenue, while its NOR flash’s 45nm technology is the leader in the industry.

Flash, ROM, and foundry business group (FBG) consisted of the main product line of Macronix. According to the sales breakdown by products that flash edged up 4 percent from last quarter, ROM reduced down 4 percent from last quarter, and FBG remains 8 percent. Looking at the whole 2013 flash ranks 60 percent, ROM ranks 30 percent, while FBG ranks 10 percent.

Looking at the NOR flash business, 75nm product occupied 26 percent at the fourth quarter. 55nm serial 1Gb 3V NOR ES samples and 55nm parallel 1Gb NOR ES samples will be sent for qualification at the first quarter of 2014. 36nm 4Gb NAND ES samples already been sent at the fourth quarter of 2013. 36nm 2Gb NAND ES samples will be sent at the first quarter of 2014. Both 36nm and 55nm are its advanced technology in this industry.

Lu said that this year will offcially step into the smartphone market, especially the low-end smartphone. Also the rising of the internet of things, which will do good in its NOR flash product in the future.

Based on the 2013 fourth quarter income anlaysis report the usage of NOR flash product, both handset and auto will be its main driving force in 2014. Handset adds 31 percent year on year, while Auto mobile adds 41 percent year on year.

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