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Branded NAND flash sales up 28% QoQ

Posted: 04 Nov 2011 ?? ?Print Version ?Bookmark and Share

Keywords:NAND flash? memory card? tablet? smartphone?

The European debt crisis and the U.S. financial quandary have pushed back Q3 restocking demand recovery until early September. This is according to DRAMeXchange who also revealed a weak July and August demand from the memory card and UFD channel market. However, OEM orders remained steady from some tablet and smartphone customers in Q3.

Many downstream customers tried to lower excess inventory in July and August. NAND flash price has stabilized since September, as the restocking demand for 4Q11, new product launches from some system product makers warmed up in early September. Therefore, overall 3Q11 average selling price (ASP) decreased 14 percent QoQ for branded NAND flash supply manufacturers. Branded NAND flash suppliers' overall 3Q11 bit shipment growth increased by about 28 percent QoQ. As a result, overall 3Q11 sales for NAND flash branded suppliers increased nearly 9.6 percent QoQ to $5.347 billion.

Looking at the quarterly sales ranking for branded NAND flash manufacturers, Samsung came in first again with $2003 million, 37.5 percent market share; Toshiba took second place with $1692 million, 31.6 percent of the market; Hynix came in third with $633 million, 11.8 percent of the market. Micron was fourth at $603 million, 11.3 percent of the market; and Intel placed fifth with $415 million, 7.8 percent of the market.

ranking of branded NAND flash makers

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