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A closer look at Macronix's involvement with Nintendo and the NX

by rawmeatcowboy
04 May 2016
GN Version 5.0

The following snippets come from Japanese Financial website Money-Link...

“Macronix’s ROM chips are usually supplied to videogame console maker, Nintendo. Although the sales is in off season during the first quarter, the revenue is similar compared with the same period last year. Wu Miin suggested that as Nintendo had just announced it will release a new generation console in March next year, and the console will be launched at the same time in Japan, America and Europe, so ROM’s sales is expected to increase in the latter half of this year, and it will have a large growth potential.”

“Yesterday, non-volatile memory vendor Macronix (2337) announced that net loss per share of 0.25 yuan in the first quarter. Wu Miin, chairman of Macronix, stated that “the worst situation has passed”. He expects that the company can potentially get rid of loss in the third quarter as the orders of an important customer, Nintendo, will have critical impact. The company targets a profit-loss balance annually.”

“In the past, Macronix sales performance usually peaked at third quarter, while declined at the fourth quarter. However, Wu Miin pointed out that because Nintendo has announced that the new platform will be launched in March next year, orders should be placed in advance. Therefore, the operating revenue of Macronix in the fourth quarter may be as good as the third quarter.”

“Wu Miin noted that before the launch of Nintendo’s new platform, the sales of ROM is expected to remain unchanged in this year, but there is growth potential. In respect of NOR Flash business, market share in the global market has reached 21% last year, ranked second. It is expected to climb to first rank in a quarter next year. Macronix expects the sales of 75 nm, or below, NOR Flash process products will increase to 50% and more high-capacity products will be sold. Revenue of automobile sector will continue to increase.”

It's obvious that Macronix is involved with the NX somehow, but we don't know exactly what aspect they're supplying. Some are speculating that this discussion points to cartridges of some point, but that's just pure speculation. The only thing we know for sure is that Macronix is expecting big things from the work their providing Nintendo on the NX.

[Link, Link]