NAND Flash QoQ declines 9pc in 2Q08

Most Commented

Unified Communication for your Biz

Improve your contact center performance. See how you can make a difference.

Watch Now

Reach the ICT Community

Engage and build your ICT audience with CIOL online advertising.

Know more

NAND Flash QoQ declines 9pc in 2Q08

Both ASP and sales volume were on the downhill trend in the quarter as well, says DRAMeXchange

Wednesday, August 06, 2008

Email This

Print This

Comments

RSS

TAIPEI, TAIWAN: According to DRAMeXchange, discouraged by a consistent weak demand for consumer electronics and plunge of consumer confidence index, sales of global branded NAND Flash vendors declined 9% QoQ at US$2.90bn in 2Q08. Both ASP and sales volume were on the downhill trend in the quarter. A fundamental demand weakness has also aggravated over supply condition, as evident in the divergent trend of QoQ bit growth (+10%) and ASP (-15%).

Samsung ranked as the largest NAND Flash vendor with a sales amount of US$1.14bn, translating to a market share of 39.4%. Toshiba ranked as the second-largest vendor at a sales amount of US$770mn, translating to a market share of 26.8%. Hynix followed as the third on a sales amount of US$495mn with market share of 17%. And Micron along with Intel took the fourth and fifth place, respectively, with a market share of 8.4% and 6.0%.

Samsung has exposed to a consistent weak ASP pressure as seasonal slow impact intensified. Sales growth of end products such as MP3 player and memory card eroded considerably, down from 1Q's 48% to 2Q's 17%. Also, a relatively high inventory level at channels has also weighed on ASP, as evident in a QoQ sales drop of 11.1 %.

Toshiba's performance has also dampened by a sluggish demand for consumer electronics and exchange loss from Japanese yen. Despite sales volume grew, ASP trend lagged behind affected overall sales. 2Q sales have declined by 9.1% QoQ.

Being the third-largest NAND Flash vendor, Hynix has seen its bit growth dropped by 15% QoQ after executing its capacity trim. However, Hynix still managed to have its market share maintained at 17%. 2Q sales, meanwhile, have dropped by 13% QoQ.

DRAMeXchange analysts indicate that Micron and Intel are the two vendors that saw their output steadily growing in 2Q, despite sales either posted a mild growth (Micron +9.9%) or decline (Intel -2.8%) on a fundamental demand weakness and downward-trending ASP. Numonyx has also seen its sales down by 12.5% QoQ at US$70mn, translating to a market share of 2.4%.
Sales of branded NAND Flash vendors, 2Q08

Sales of branded NAND Flash vendors, 2Q08

*Note: Renesas/PSC have gradually phased out the branded sales of their AG-AND Flash since 2Q08.
*Note: 2Q Average Exchange Rate
Source: DRAMeXchange, August, 2008

©CIOL Bureau

Would you like to on this article?

Be first to comment on this article

Name
Email
Your reply

Intuit Money Manager set to make India debut

China wooing Indian IT companies

Obama visit arouses mistrust among China netizens

I have never used Twitter: Obama

Is China speaking English to beat Indian IT?

TSMC dismisses reports on SMIC intervention

Bright days for high-end microprocessor cards

Sand 9 goes strong with its MEMS

Tanner EDA ties up with TowerJazz

Sale of Altis likely soon

	Simplify Business Management. ERP solutions by IBM
	Carry your Dream, Convey your Value with ZTE
	A fault tolerant server to reduce your TCO

	A must attend event for IT Professionals
	How to make your enterprise productive
	Unified Communication can impact business. Know how

	Making Web3.0 a Reality!
	CIOL Enterprise Next :What's NEXT in IT? :
	Decrease Total System Costs With Cyclone IV FPGAs

	Reach your desired Target Audience and realize high ROI
	Effective ways of Customer Acquisition through Demand Generation
	Reach 2,500 potential Enterprise Customers!