TAIPEI, TAIWAN: As most branded NAND Flash suppliers benefited from the 4Q hot-season restock orders for electronic system maker clients after mid-3Q09, NAND Flash ASP slightly rose about 4 percent QoQ in 3Q09.
Total branded NAND Flash shipment increased about 17 percent QoQ and it resulted in the overall branded NAND Flash makers' revenue improvement in 3Q09. 3Q09 branded NAND Flash makers' total sales increased 21.6 percent QoQ to $3.355bn from $2.759bn in 2Q09, according to DRAMeXchange.
According to the sales ranking, Samsung remains its leadership place with 38.5 percent market share and records $1.29bn revenue, followed by Toshiba with 34.7 percent market share and $1.164bn revenue. Micron ranks No. 3 with 9.4 percent market share and $316m revenue, while Hynix takes the No. 4 spot with $291m revenue.
Intel and Numonyx grab No. 5 and No. 6 positions, respectively, with sales of $219m and $75m, respectively.
Benefited from the 4Q hot-season replenishment demand from mobile and MP3 market, Samsung’s NAND Flash ASP slightly increased about 5 percent QoQ and shipment boosted about 15 percent QoQ in 3Q09. Samsung’s 3Q09 revenue was up 24.4 percent QoQ to $1.29bn, while 3Q09 market share is 38.5 percent.
Toshiba adjusted up the utilization to 100 percent in 3Q09, so the quarterly sales increased 21.3 percent QoQ to $1.164bn because of slight ASP increase. Toshiba’s 3Q09 market share maintains around 34.7 percent.
As Micron demonstrated the significantly shipment increase in 3Q09, sales rose 33.9 percent QoQ to $316m with 9.4 percent market share in 3Q09. Benefiting from mild ASP increase, Intel recorded $219m revenue with 13.2 percent QoQ growth rate and 6.5 percent market share in 3Q09.
With slightly 4 percent QoQ ASP and 5 percent QoQ shipment increase, Hynix’s sales rose 11.7 percent QoQ to $291m in 3Q09. Hynix’s 3Q09 market share is 8.7 percent.
Numonyx recorded $75m revenue with 4.2 percent QoQ given the stable shipment and ASP in 3Q09. Numonyx market share in 3Q09 is about 2.2 percent.