DRAMeXchange reports 2Q08 NAND Flash QoQ declines 9%

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2008-08-06 08:48

Taiwan--(뉴스와이어)--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 9.0% 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%.

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 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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