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NAND flash firms gain 11.2% QoQ revenue in Q2

Posted: 12 Aug 2013 ?? ?Print Version ?Bookmark and Share

Keywords:NAND flash? eMMC? SSD?

According to TrendForce, as NAND flash contract price continued rising and shipments of system products such as eMMC and SSD remained steady in Q2, NAND flash brand suppliers' total revenue approached $5.775 billion. This translated to an 11.2 per cent QoQ and over 30 per cent YoY increase, indicated the market research firm.

With the stabilisation of the NAND flash industry, TrendForce is optimistic on long-term industry growth. Looking at the quarterly sales ranking for branded NAND Flash manufacturers, Samsung came in first again with $2184 million, 37.8 per cent market share; Toshiba took second place with $1,659 million, 28.7 per cent of the market; SK Hynix came in third with $840 million, 14.5 per cent of the market. Micron was fourth at $678 million; and Intel placed fifth with $413 million, 7.2 per cent of the market.

Benefitting from stable growth of smartphone and tablet shipments, strong SSD demand, as well as increased memory card and UFD capacity, Samsung's SSD, eMMC and eMCP market share increased. The supplier also leads the industry with TLC-based SSD and is migrating from 21nm to 19nm process technology.

Samsung's Q2 bit shipment increased by 5-10 per cent QoQ, while average selling price dropped less than five per cent. Thus, the manufacturer's Q2 NAND flash revenue increased by 12.9 per cent QoQ to $2.18 billion, keeping its market share at 37.8 per cent. Samsung projects a 10 per cent QoQ increase in bit shipment volume in Q3. As the manufacturer continues to expand on the SSD market, increasing the proportion of 19nm system products, continued NAND flash revenue growth is expected.

As a result of rising NAND flash prices, depreciation of the Japanese yen, and Toshiba's increasing eMMC and SSD market share, the manufacturer's NAND flash revenue increased by 10.6 per cent QoQ to $1.659 billion. With the NAND flash industry making a dramatic recovery, Toshiba has set its target memory revenue increase at 12 per cent for this year. Since the manufacturer returned to fully loaded capacity mid-Q2, TrendForce forecasts Toshiba will see a 9-10 per cent QoQ increase in Q3 shipment volume. Additionally, the supplier is accelerating technology migration to the 19nm-next-generation process.

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