Winbond Electronics' revenues grew 1.5% on month to about NT$3 billion (US$95 million) in July 2010, whereas peer Macronix International saw revenues decrease 5.3% sequentially to NT$2.45 billion, according to the latest figures released by the companies.
Benefiting from its product diversification strategy, Winbond's July sales were less affected by a recent slowdown in NOR price growth. The company also offers specialty DRAM (SDRAM), mobile RAM and GDDR products, which accounted for a combined 70% share of its second-quarter revenues.
Winbond's revenues for July 2010 showed a 61.4% growth compared to a year ago, when revenues were NT$1.86 billion. Accumulated revenues from January through July 2010 totaled NT$18.54 billion, up significantly from NT$9.19 billion posted in the same period of 2009.
NOR flash prices are unlikely to see a substantial rise in the third quarter, according to Winbond president Tung-Yi Chan speaking at a company investors conference. The remark echoes that of Macronix chairman and CEO Miin Wu, who earlier suggested that prices for the memory would have little room to grow in third quarter on supply-demand balance.
Despite a sequential decline, Macronix' revenues for July 2010 were 17.3% higher than the NT$2.09 billion generated a year ago.
Macronix makes NOR flash and mask ROM chips, and also provides foundry services for fabless design houses. NOR products accounted for 68% of the company's total revenues in the second quarter, mask ROM contributed 22% and the foundry segment made up the remainder.