Tuesday, May 12, 2009

Revenue ranking of NAND Flash branded firms in 1Q09

TAIPEI, TAIWAN: The 1Q09 total revenue of WW NAND Flash Branding companies was $2.086 billion, which dropped 2.4 percent from $2.137 billion in 4Q08.

Although the industry was still under the continuing impact of global recession and weakening demand, the price remained stable because certain NAND Flash makers adjusted their supply strategies. The overall average selling price increased 18 percent QoQ and the total shipment dropped 17 percent QoQ in 1Q09, says DRAMeXchange.

Fig. 1. 1Q09 Revenue Ranking of NAND Flash branded companies*1. 1Q09 foreign exchange average value: USD against JPY: 93.6 per dollar, USD against Korean Won: 1414 per dollar.
*2. 4Q08 foreign exchange average value: USD against JPY: 96 per dollar, USD against Korean Won: 1363 per dollar.
Source: DRAMeXchange, May 2009.

1Q09 NAND Flash branding company revenue rankings
Samsung’s revenue was $750 million, accounting for 36 percent of the market revenue and retained its number one position. Toshiba’s revenue was $740 million, which accounted for 35.5 percent of the market revenue as number two.

Micron surpassed Hynix with the 1Q09 revenue of $200 million, and accounted for 9.6 percent of the market revenue as number three. Hynix this time dropped to number four position with a revenue of $171 million. Intel's revenue was $155 million in the number five position. Numonyx was at number six position with a revenue of $70 million.

As far as Samsung is concerned, although the 1Q09 ASP went up, the shipment decreased. Under the influence of slow season, output reduction, and delaying new process, the supply bit growth declined. The demand of NAND Flash major applications, such as mobile phone and other consumer electronics products all had weakened in 1Q09.

Even with increasing ASP, the revenue of Samsung remained stable. Samsung's 1Q09 sales revenue was $750 million and its market share increased from 34.9 percent in 4Q08 to 36 percent in 1Q09. Samsung retained its number one position of the industry, according to DRAMeXchange.

Toshiba's NAND Flash ASP increased, but the supply decreased due to production cut. Its 1Q09 revenue remained stable and was at the $740 million level. Its market share was 35.5 percent, which slightly increased 1 percent as compared to Q409.

Micron became the number three with $200 million Q109 revenue. Its 1Q09 ASP and shipment dropped. Micron owned 9.6 percent market share in Q109. The 1Q09 ASP of Hynix increased, but its shipment decreased due to production cut. The 1Q09 revenue of Hynix was $171 million and dropped 22.3 percent QoQ. Hynix’s market share also slid down to 8.2 percent this quarter.

Intel's 1Q09 revenue was $155 million and its market share slightly increased to 7.4 percent, which is a little better than in 4Q08. The 1Q09 revenue of Numonyx remained stable and was estimated to be $70 million. The 1Q09 market share of Numonyx was 3.4 percent, which also slightly increased from the previous quarter.

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