Branded NAND Flash makers global revenue down 2.7% in 4Q07, reports DRAMeXchange

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2008-02-13 08:16

Taipei--(뉴스와이어)--Impacted by the sharp decline of NAND Flash price in 4Q07, branded NAND Flash makers saw a revenue decrease to US$ 3.8bn in 4Q07, or a 2.7% decrease QoQ. "Because of, one, the continued impact of the mid-3Q07 Sub-Prime Mortgage woes lasting into 4Q07, which led to a disappointing traditional shopping season result, two, the smooth transition to 5Xnm process, which led to about 45% QoQ increase of bit shipment for all branded NAND Flash makers and subsequently led to a reversal from under-supply in 3Q07 to over-supply in NAND Flash market, and three, the expectation of a global economic slowdown in 1Q08, average NAND Flash price fell precipitously about 33% QoQ in 4Q07," said DRAMeXchange analysts.

According to the latest Branded NAND Flash Makers' Revenues Ranking from DRAMeXchange, Samsung continued to be in the lead position with Toshiba and Hynix in second and third place. However, Toshiba and Hynix market share have fell slightly given the rise on Intel and Micron’s market shares. Top 4 NAND Flash camps in 4Q07 - Samsung, Toshiba, Hynix/STMicro and IM Flash revenue make up nearly 98.7% of entire branded NAND Flash revenues.

Samsung NAND Flash market share by revenue was 41.2% in 4Q07, a slight increase than 3Q07, and continued to lead in the market. While Samsung was able to increase its bit shipment by 44% QoQ with the gradual migrating to 51nm process, impacted by the large price decline, Samsung’s QoQ sales growth stayed flat with revenue of US$ 1.58bn in 4Q07.

Toshiba NAND Flash market share by revenue was 22.4% in 4Q07, a slight decrease QoQ, and continued to be in second place in the market. Although the new 56nm process production has obvious impact on the bit volume shipped, the large scale decline in NAND Flash price made the revenue fell 11.4% QoQ. Toshiba’s 4Q07 revenue was US$ 858M.

Hynix NAND Flash revenue market share was 20.9% in 4Q07, a small decline over 3Q07 but continued to remain in third place among all NAND Flash producers. Although Hynix was able to grow its bit shipment QoQ by 43% with upgrading its 200mm facility from 60nm process technology to 57nm, ASP QoQ fell roughly 34%; therefore, 4Q07 still showed a QoQ decline in revenue of 7.9% or a revenue of US$ 802M.

Intel and Micron bit shipment growth reached about 65% QoQ given both the 50nm process production ramp up and mass production from the new 300mm Fab Lehi in 4Q07. This growth was able to absorb part of the impact from a deep price decline in 4Q07 and resulted in a beyond 15% growth in revenue QoQ. Subsequently, Intel and Micron 4Q07 revenue reached US$ 146M and US$ 307M respectively while Intel and Micron 4Q07 market share increased to 3.8% and 8% respectively.

Although STMicro had the demand for cell phone related NAND Flash applications and the Hynix capacity to support a continued growing bit shipment volume in 4Q07, the large scale decline in price has made 4Q07 revenue QoQ to remain flat with a 4Q07 market share of 2.4%. Renesas continued to reduce its owned AG-AND Flash production in 4Q07; although its alliance partner, PSC, has already begun 70nm MLC NAND Flash production, the large scale price decrease has left Renesas/PSC camp with a 33.3% decline in revenue QoQ and a market share of 1.3%.

About DRAMeXchange

DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 2 major research divisions---DRAMeXchange and WitsView, which cover the DRAM, NAND Flash, PC and display research sectors. You can learn more about DRAMeXchange by visiting www.dramexchange.com.

In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This included the current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information.

To further expand its research, DRAMeXchange acquired LCD research institute WitsView in 2006 to provide insights on the display industry.

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