Spansion said to be planning NOR flash price increase
October 3, 2005, 10:09 amSpansion was unavailable for comment at the time of publication.
Spansion only recently adjusted its prices and it is now again raising prices only a few weeks later, the sources noted. Quotes for 8Mbit NOR flash will grow to US$1.2-1.3, up from US$0.8-0.9. While 4Mbit NOR flash is also believed to be rising to US$0.7-0.8, up from US$0.5-0.6, according to the sources. If Spansion does raise its prices, SST may soon follow suit, the sources added.
The sources attributed the price raise to a bottleneck in NOR flash backend production. Since, 2003, testing and packaging houses have suffered a massive drop in pricing, and so have tended to be more cautious about NOR flash related investment. With NOR flash output currently on the rise, testing and packaging capacity is running short. The shortage of NOR flash backend production is unlikely to ease until the first quarter of 2006, the sources commented.
Industry players have seen a shortage of 4Mbit and 8Mbit Spansion NOR flash in the market, with the shortage of 8Mbit parts being more serious, the sources noted.
iSuppli forecasts that shipments of NOR flash should grow by 44% on year at 22,676MB equivalent units in 2005 despite unit shipments remaining flat on year.
Google Talk雷聲大雨點小 軟
功能不全遭用戶抱怨
October 3, 2005, 9:57 am
然而從Google Talk官方網頁相關問答資料檢視中卻發現,Google Talk推出的目的,主要是Google想嘗試建立即時通訊與網路電話的程式介面標準。首先就即時通訊方面,由於使用的是Jabber/XMPP標準,因此可以與其他採同樣標準的即時通訊軟體互通,包括GAIM與iChat;至於在網路電話功能上,則採用SIP(Session Initiation Protocol)通訊協定,因此與其他網路電話軟體具有一定相容性,只是目前尚未有網路電話可與Google Talk互通。
根據同業私底下表示,就Google Talk的設計方式,應該是想讓用戶能夠使用Email帳號來統一包括電話號碼、即時通訊、信箱等服務,不再因為不同類型的服務而申請各式各樣的帳號,但是這樣的作法,到底用戶能否接受,將是Google Talk能否打入一般消費大眾的主要關鍵。雖然Google在網頁回答表示希望能與其他網路電話互通,但實際上卻沒有從事類似的動作,所以Google Talk能否對網路電話市場產生撼動,尚待觀察。
其實就產品本身的觀察,Google Talk的推出只是在即時通訊軟體當中增加1種選擇,為網通資安產品增加控管項目,而且就通話品質而言,也比不上Skype,防火牆穿透能力只能算是普通,除非是Gmail的使用者,不然實在是找不到必須安裝Google Talk的理由,因為大部分的Google Talk所擁有的功能,Skype都已提供,而且以Skype接近5,000萬的註冊用戶數而言,要用戶放棄Skype而改用Google Talk,可能性並不大。
至於Google Talk無法接受非Gmail帳號使用者的互通,應該是屬於策略問題,而非技術上的困難點,因為MSN Messenger能夠接受非微軟帳號用戶的登錄,而同業也表示接受非自家帳號的技術難度並不高,所以Google Talk對於帳號限制的問題,的確有些不太合理。順便一提,當Google Talk推出的時候,Gmail用戶可發給的邀請函數量,從50個增加到100個,因此這應該是策略性作法,而非技術限制。
整合緯創資源 新碁PDA Phone全力投入品牌經營
October 1, 2005, 10:16 am新碁為緯創旗下主力於儲存、數位監控產品的子公司,同時近年也成為緯創在PDA Phone自有品牌中,主力操盤通路、行銷、自有品牌的公司。新碁繼2004年推出第一款PDA Phone之後,至今已超過1年的時間未有新機種推出,新碁目前在PDA Phone主要供應商即為集團母公司緯創,至於未來是否將推出非緯創代工的機種,新碁方面則表示,暫時仍先以緯創產品為主。
目前在PDA Phone領域中,集團資源相互整合、運用的情況相當風行,像是宏達電(2498)與旗下品牌多普達(Dopod)的整合,及神達(2315)以製造資源,全力支援宇達電通品牌「Mio」的誕生;緯創與新碁旗下品牌「moboda」也是同樣情況,全力整合集團資源,扶植品牌事業。
新碁表示,由於PDA Phone為無線手持行動裝置,加上新碁致力發展PDA Phone,強調以「資料儲存」為中心(data centric)的應用,也因此造就了新碁PDA Phone正式正名為「moboda」的主因。
新碁表示,目前在自有品牌PDA Phone上的資源,正努力增加中,但可確定的是,2006年產品線肯定較過去2年來得多;新碁在過去2年的時間中,平均每年僅推出1款PDA Phone機種,2006年將持續以倍數增加,達到2款以上機種。
圖說:新碁整合緯創製造資源,PDA Phone將以全新品牌moboda再出發。10月於全球上市的moboda 3360,以微軟最新的windows mobile 2005為介面,外觀設計也走小型化趨勢,接近一般手機大小。
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