512Mb is a threshold in NOR flash memory, and the cost increases rapidly if it is higher than 350Mb. In addition, NOR flash memory has applied for limited fields and fewer clients. However, NAND flash memory has more and more cost advantages as capacity grows larger, and it has widely applied for more clients. Currently, the cell phone market changes rapidly, and the life cycle of a cell phone is usually less than five years, so NOR’s most outstanding advantage, long life, becomes meaningless as well. Although NOR flash memory cost will decline sharply after the entry of 65nm, Spansion is the sole which engages in NOR field. While in NAND, the powerful companies such as Samsung, Toshiba, Hynix, Micron and Intel all have gathered, and a large number of researchers will be involved once NAND has met any problems. Spansion, once No.1 in cell phone memory, has retreated from such field.

NAND will replace NOR flash memory if it is higher than 350Mb. The majority of manufacturers believed that it was not necessary that cell phones are with large-capacity NAND memory since they can rely on external memory card to achieve it. However, when cell phones with built-in large-capacity NAND memory launched by a small number of manufacturers have become popular, and others all have successively entered such field. Now, most of cell phone built-in NAND flash memory capacity becomes larger and larger, reaching 32 Gb at most, and promoted by eMMC, the smart phone NAND capacity is 1Gb at least.

 Development Trend of Cell Phone Memory Configuration, 2007-2012
 

Presently, all smart phones are provided with NAND+RAM memory, and around 60% of high-end cell phones have used NAND+RAM memory as well. In general, the medium and low-end cell phones adopt NOR+RAM memory, and most of ultra-low-end cell phones use NOR memory.

Except Apple, Sony Ericsson and Nokia, all smart phone manufacturers all adopt Samsung’s high-capacity memory. Toshiba has covered a high share in medium-end market, and Nokia’s support for eMMC has made Toshiba have larger development space. The main clients of Numonyx are Sony Ericsson, unlicensed cell phone manufacturers in China, Apple and manufacturers from Japan. Without support of RAM, Numonyx NAND+RAM memory has developed slowly. Spansion is adept in NOR, but serious lack of technologies for NAND and RAM. Being the new comers, Micron and Hynix both have shown powerful strength in NAND+RAM field, and they are capable of seizing market share from Samsung. Hynix has become Motorola’s supplier, and LG is also with great possibility to become another customer.

Main Cell Phone Memory Manufacturers and Clients

1 Status Quo and Future of Cell Phone Memory
1.1 Built-in Memory  
1.2 Development 
1.3 Market & Industry 
1.4 Packaging 
1.5 DRAM Industry 
1.6 DRAM Packaging 
1.7 NAND Flash Memory Industry 
1.8 NAND Flash Memory Development 
1.9 NAND Flash Memory Packaging Development 
1.10 SSD
1.11 NAND Control-IC Industry  
1.12 EMMC
1.13 BA NAND, EMMC and LBA NAND

2 Cell Phone Market & Industry 
1.1 Global Cell Phone Market  
2.2 Global Cell Phone Industry 
2.3 China’s Cell Phone Market 
2.4 China’s Cell Phone Export 
2.5 China’s Cell Phone Industry 

3 Memory of Cell Phone Manufacturers 
3.1 Nokia 
3.2 Motorola
3.3 Samsung 
3.4 Sony Ericsson 
3.5 LG
3.6 RIM
3.7 Apple 
3.8 HTC 
3.9 Study on China’s Cell Phone Memory 

4 Memory Manufacturers 
4.1 Samsung 
4.2 Macronix 
4.3 Inotera
4.4 PowerChip 
4.5 HYNIX
4.6 ELPIDA
4.7 NUMONYX
4.8 Toshiba 
4.9 SPANSION
4.10 MICRON
4.11 Winbond 
4.12 SST
4.13 Etron 
4.14 ESMT 

Selected Charts

Cell Phone Built-in Memory Development 
Development Trend of Cell Phone Memory Configuration, 2007-2012E
NAND+RAM Cell Phone Memory Capacity, 2007-2012E
NOR+RAM Cell Phone Memory Capacity, 2007-2012E 
Cell Phone Memory Market Size, 2007-2012E 
Market Shares of Key Cell Phone Memory Manufacturers, 2009 
Cell Phone Single-chip Memory Packaging Trend, 2007-2010 
SIP Cell Phone Memory Packaging Trend, 2007-2011 
PoP Cell Phone Memory Packaging Trend, 2007-2011 
SSD Distribution by Downstream Application, 2008-2012 
Global Cell Phone Shipment by Region, 2007-2009Q2 
Market Shares of Key Mainland China Cell Phone Manufacturers, 1H2009
China Cell Phone Export Volume, 1999-2008  
China Cell Phone Export Value, 2002-2008 
Monthly Shipment and Average Price, Jan-Dec, 2008 
Nokia Cell Phone Shipment by Region, 2007Q1-2009Q3 
Nokia Cell Phone Shipment and Average Selling Price, 2007Q1-2009Q3 
Nokia Cell Phone Shipment and Operating Profit Margin, 2007Q1-2009Q3 
Nokia Quarterly Cell Phone Shipment in China, 2006Q1-2009Q3
Supply Ratio of Nokia Memory Suppliers, 2009 
Supply Ratio of Motorola Cell Phone Memory Suppliers, 2009 
Samsung Cell Phone Shipment and Growth Margin, 2001-2008 
Samsung Quarterly Cell Phone Shipment, 2006Q1-2009Q3 
Samsung Cell Phone Average Export Price and Operating Profit Margin, 2006Q1-2009Q3
Supply Ratio of Samsung Cell Phone Memory Suppliers, 2009 
Sony Ericsson Shipment and Average Selling Price, 2006Q1-2009Q3 
Sony Ericsson Revenue and Operating Profit Margin, 2006Q1-2009Q3 
LG Cell Phone Shipment and Annual Growth Margin, 2001-2008 
LG Quarterly Cell Phone Shipment by Network Format, 2007Q1-2009Q3 
LG Quarterly Cell Phone Sales and Operating Profit, 2007Q1-2009Q3
LG Cell Phone Revenue by Region, 2007Q1-2009Q3 
LG Sales and Average Price, 2007Q1-2009Q3 
Supply Ratio of LG Cell Phone Memory Suppliers, 2009 
HTC Revenue by Region, 2006-2008 
HTC Shipment and Average Selling Price, 2008Q1-2009Q2 
HTC Revenue and Annual Growth Rate, 2008Q1-2009Q2 
Market Shares of Main China’s Cell Phone Memory Manufacturers, 2009 
Samsung’s Cell Phone Memory Development Roadmap
Macronix Revenue and Gross Profit Margin, 2003-2010E 
Macronix Quarterly Gross Profit Margin, 2007Q1-2009Q2 
Macronix Revenue by Division, 2008Q2-2009Q1&Q2 
Macronix Shipment by Division, 2008Q2-2009Q1&Q2
Macronix Revenue by Technology, 2008Q2-2009Q1&Q2 
Macronix Revenue by Region, 2008Q2-2009Q1&Q2 
Macronix 8-inch Wafer Shipment and Average Capacity Utilization Ratio, 2004Q1-2009Q2 
Macronix ROM Shipment, 2004Q1-2009Q2 
Macronix FLASH Shipment, 2004Q1-2009Q2 
Macronix FLASH Revenue by Technology, 2008Q1-2009Q2
Macronix NOR FLASH Distribution by Downstream Application, 2009Q2 
Inotera Revenue and Gross Profit Margin, 2004-2010 
Inotera Revenue and Gross Profit Margin, 2008Q1-2009Q3 
Inotera Capital Expenditure and Usage, 2003-2009 
HYNIX Revenue by Product, 2008Q1-2009Q3 
HYNIX Revenue and Gross Profit Margin, 2008Q1-2009Q3 
HYNIX Revenue by Product, 2009Q1-2010Q4
HYNIX Revenue and Gross Profit Margin, 2005-2010 
HYNIX’s Cell Phone MCP Decoding by Type 
ELPIDA Revenue by Division, FY2005 - FY2009 
ELPIDA Plants by Process, 2006-2009 
ELPIDA Roadmap
Toshiba Revenue and Operating Profit, FY2005-FY2011 
Toshiba Revenue by Division, FY2007-FY2012 
Toshiba Semiconductor Revenue by Product, FY2008 -FY2010
Toshiba Revenue by Product, 2005-2009
Toshiba Semiconductor Investment by Field, FY2003-FY2009 
Spansion Revenue and Gross Profit Margin, 2004-2009 
Spansion Revenue by Division, 2007Q1-2008Q3 
Spansion EBITDA and Gross Profit Margin, 2007Q1-2008Q3 
Spansion Expenditure Ratio, 2007-2008Q3 
Spansion Global Presence 
Spansion Production Technology Structure, 2006-2008 
FAB25 Plant Production Technology Roadmap  
SP1 Plant Production Technology Roadmap
Spansion Cost Estimation  
MICRON Revenue and Gross Profit, FY2004-FY2009 
MICRON Revenue and Gross Profit Margin, 2007Q1-2009Q3 
MICRON Revenue by Product, 2005FY-Sep, FY2009 
Winbond Revenue and Gross Profit Margin, 2006-2010 
Winbond Revenue and Gross Profit Margin, 2008Q1-2009Q3 
Winbond Memory by Process, 2008Q1-2009Q1 
Winbond Revenue by Product, Q2-Q3, 2009 
SST Revenue and Gross Profit Margin, 2003-Sep, 2009 
SST Revenue by Region, 2005-Sep, 2009
SST Revenue by Downstream Application, 2008Q1-2009Q3 
Etron Revenue and Gross Profit Margin, 2001-2010 
ESMT Revenue and Gross Profit Margin, 2001-2009 
NAND Control IC Manufacturers 
Ranking of Global Cell Phone Brands by Shipment, 2007-1H2009
Top 14 China’s Cell Phone Manufacturers by Output, 1H2008-1H2009 
Top 32 China’s Cell Phone Manufacturers by Export Volume, 1H2008-1H2009
Nokia South and North Export Volume, 2007, 2008 & 1H2009
Nokia South and North Output, 2007, 2008 & 1H2009
Memory Configuration of Nokia’s 50 Models
Motorola Export Volume and Output in China, 2007, 2008 & 1H2009
Memory Configuration of Motorola’s 15 Models
Export Volume and Output of Tianjin Samsung, Huizhou Samsung and Samsung Kejian, 2007, 2008 & 1H2009
Memory Configuration of Samsung’s 31 Models
Song Ericsson Export Volume and Output in China, 2007, 2008 & 1H2009
Song Ericsson Cell Phone Platform 
Export Volumes of LG Yantai and Qingdao, 2007, 2008 & 2009 
Parts Configuration of LG’s 13 Models
Memory Configuration of HTC’s 11 Models
Memory Configuration of China’s 50 Cell Phone Models
Profile of Macronix’s Departments
Intel Flash Memory Property
STM’s Memory Products for Cell Phone
Toshiba’s MCP Products for Cell Phone