General NAND prices soaring

General NAND prices soaring

2013/08/06

NAND prices are surging, reports TrendForce, with Q2 shipments of $5.775 billion, an 11.2% QoQ and over 30% YoY increase.

With the industry down to four main players, price rises were generally foreseen.

Samsung was No.1 with $2184 million, 37.8% market share;

Toshiba was second with $1,659 million, 28.7% of the market;

Hynix was third with $840 million, 14.5% of the market.

Micron was fourth at $678 million;

Intel was fifth with $413 million, 7.2% of the market.

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 second quarter bit shipment increased by 5-10% QoQ, while average selling price dropped less than 5%.

Thus, the manufacturer’s second quarter NAND flash revenue increased by 12.9% QoQ to US$2.18 billion, keeping its market share at 37.8%.

Samsung projects a 10% QoQ increase in bit shipment volume in the third quarter. 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% QoQ to US$1.659 billion.

With the NAND flash industry making a dramatic recovery, Toshiba has set its target memory revenue increase at 12% for this year. Since the manufacturer returned to fully loaded capacity mid-second quarter, TrendForce forecasts Toshiba will see a 9-10% QoQ increase in third quarter shipment volume. Additionally, the supplier is accelerating technology migration to the 19nm-next-generation process.

According to Hynix’s Q2 financial report, the manufacturer’s NAND flash revenue reached US$840 million, a 31.3% QoQ increase, making Hynix the supplier with the highest revenue growth for the quarter.

Hynix edged out Micron for third place with 14.6% market share, mainly attributed to strong eMMC and eMCP shipments. China’s rapidly growing smartphone market has contributed significantly to Hynix’s NAND flash revenue, pushing its bit shipment volume growth to 29%, while ASP also rose, by 5%. Third quarter bit shipment volume is expected to increase by 20% QoQ.

Micron’s NAND flash revenue fell by 4.5% QoQ to US$678 million, mainly due to the supplier agreement between Micron and Intel; Micron sold $258 million to Intel in the second quarter, up from $160 million in previous quarter.

Micron’s ASP increased by 8% QoQ as NAND flash prices rose. However, as the proportion of specialty products increased and the manufacturer’s migration to the 20nm process is slightly lagging, average cost also increased by 1%. In addition to SSD revenue accounting for nearly 25% of NSG, embedded specialty NAND flash in the ESG department and eMMC in the WSG department also show strong growth potential; Micron’s NAND flash product line is becoming more complete.

As the enterprise-grade SSD market is growing significantly with the popularity of cloud computing, Intel is experiencing strong demand for corporate-level SSD orders.

However, restricted by limited capacity and a relatively slower migration to the 20nm process, the supplier’s second-quarter NAND flash revenue only increased by 1.2% QoQ, arriving at US$413 million. Intel’s bit shipment volume rose by 5% QoQ.

TrendForce expects that as Intel’s 20nm output grows, product performance improves, and client testing of 20nm SSD increases in the third quarter, Intel will see an improvement in corporate SSD shipments.

Welcome to SUV System Ltd!

SUV System Ltd is ISO 90012008 Certified electronics distributor with 10 years of experiences.

We have built up long term business relationship with about many companies which are stockers and authorized agents. we have a steady and reliable supply to meet customer's demands to the greatest extent .Confidently, we are able to lower your cost and support your business with our years of professional service.

SUV System Ltd is Electronic Components Distributor Supplies,Find Quality Electronic Components Supplies Products IC(Integrated Circuits),Connectors,Capacitor,Resistors,Diodes,Transistors,LED at Suvsystem.com. Sourcing Other Energy, Environment, Excess Inventory Products from Manufacturers and Suppliers at Suvsystem.com

Electronic Components distributor:http://www.suvsystem.com

Connectors Distributor:http://www.suvsystem.com/l/Connectors-1.html

IC Distributor:http://www.suvsystem.com/l/IC(Integrated-Circuits)-1.html

LED Distributor:http://www.suvsystem.com/l/LED-1.html

Capacitor Distributor:http://www.suvsystem.com/l/Capacitor-1.html

Transistor Distributor:http://www.suvsystem.com/l/Transistors-1.html

Resistor Distributor:http://www.suvsystem.com/l/Resistors-1.html

Diode Distributor:http://www.suvsystem.com/l/Diodes-1.html

SUV System Ltd insists on the managing faith ofsincereness,speciality,foresight, win-win,so we build up stable-relationship customers located all over the world, including the States, Europe, Argentina, UAE, Malaysia, Australia,and India etc

we are focus on the following fields,and hope we can help you.

Voltage Regulators Transistors Switches Low Ohmic Resistors Other Parts Metal Can Packages Transistors Infineon Technologies Transistors MAXIM IC BB IC ST Transistors NEC Diodes ELPIDA IC PANASONIC Cypress IC Renesas parts IC LINEAR IC TDK IC Fleld Effect Transistors Chip Ferrite Beads FAIRCHILD diodes Connectors IR transistor Military IC High Precision Resistors Schottky Diodes Electronic News NXP Diodes ST Diodes components Resistors Resistor Networks Capacitor Switching Diodes TI IC INTERSIL IC Kingbrigt LED TOSHIBA Transistors ON Diodes Thick Film Resistors IR Diodes Thin Film Resistors
http://www.suvsystem.com/a/4681.aspx