DRAMeXchange indicates 1Q08 NAND QoQ fell to US$3.24bn

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2008-05-06 16:29

Taiwan--(뉴스와이어)--Impacted by effect of the U.S. sub-prime mortgage loan and a slow season, oversupply of NAND Flash worsened in 1Q08. NAND Flash ASP fell about 35% compared to 4Q07. Although overall bit shipment grew about 30% compared to 4Q07, the total 1Q08 sales of branded NAND Flash makers fell 15.8% QoQ to US$3.24bn.

Ranked by the overall 1Q08 sales, Samsung continues to lead. The top five NAND Flash branded makers shared 96.8% of the whole market share in 1Q08.

Although NAND Flash market share by sales for Samsung in 1Q08 fell to roughly 39.6% compared to 4Q07, Samsung continues to be the leader in branded market. Despite the increase proportion of 51nm node production, affected by the deep decline in NAND Flash price, 1Q08 sales fell 18.7% QoQ to US$1.28bn.

NAND Flash market share by sales for Toshiba rose to 26.4% compared to 4Q07 and continued to be in the second place among branded NAND Flash maker. Because of Toshiba’s successful increase in 56nm node production was able to resist the effect of the NAND Flash price decline, 1Q08 sales were flat compared to 4Q07 at US$855m.

1Q08 market share by sales for Hynix fell to 17.5% though it continued to stay at the number three spot among branded NAND Flash makers. Because Hynix lowered its NAND Flash production, 1Q08 bit shipment increased only 9% QoQ. However, due to the fall of NAND Flash ASP at 39% QoQ, 1Q08 sales for Hynix fell to US$569m, or a decline of 29.1% QoQ.

With the ramp up of 50 nm node, Micron and Intel continued to see steady growth in a bit shipment in 1Q08. However, impacted by the large decline in NAND Flash price, their 1Q08 sales fell compared to 4Q07. Micron and Intel 1Q08 sales were US$248m and US$181m respectively with a market share of 7.7% and 5.6% each.

Because STMicro primarily produces NAND Flash for cell phone applications, revenue for 1Q08 was not as severely impacted by the price decline. Revenue for STMicro in 1Q08 fell slightly to US$85m, or a slight decline of 6.6% compared to 4Q07. 1Q08 market share by sales was 2.6%. Because Renesas continued to reduce its AG-AND Flash production in 1Q08, Renesas/PSC camp sales fell roughly 60% compared to 4Q07 with a market share of 0.6%.

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DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 3 major research divisions---DRAMeXchange, WitsView and LEDinside, 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.

About LEDinside

LEDinside is a subsidiary division of DRAMeXchange Tech Inc. LEDinside provides LED (light-emitting diode) research to users. LEDinside covers the technology development, market trend, and financial information of the LED industry both on a global and regional basis. Additional information can be found at www.ledinside.com.

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