Wednesday, February 3, 2010

4Q09 and 2009 sales ranking of branded NAND Flash IC makers

TAIPEI, TAIWAN: As most branded NAND Flash suppliers benefited from the stable 4Q09 hot-season restock orders for electronic system maker clients, NAND Flash ASP slightly rose about 5 percent QoQ in 4Q09.

Total branded NAND Flash bit shipment increased about 10 percent QoQ and it resulted in the overall branded NAND Flash makers' revenue sustained to improve in 4Q09. 4Q09 branded NAND Flash makers' total sales increased 15.7 percent QoQ to $3.881bn from $3.355bn in 3Q09, according to DRAMeXchange.

According to the sales ranking, Samsung remains its leadership place with 38.6 percent market share and records $1.498bn revenue, followed by Toshiba with 32.7 percent market share and $1.267bn revenue. Micron ranks No.3 with 9.9 percent market share and $385m revenue, while Hynix takes the No.4 position with $380mn revenue. Intel and Numonyx grab No.5 and No.6, respectively, with sales of $270mn and $80mn, respectively.

As for sales ranking in 2009 yearly basis, Samsung still remain its leadership position with 37.9 percent market share and $4.575bn revenue, followed by Toshiba with 34.2 percent market share and $4.131bn revenue. Micron ranks at No.3 spot with 9.4 percent market share and $1.137bn sales, while Hynix takes No.4 spot with $1.103bn revenue. Intel and Numonyx grab No.5 and No.6 places, respectively, with sales of $837mn and $297mn, 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 5 percent QoQ 4n 3Q09. Samsung’s 2009 annual sales were $4.575bn with 37.9 percent market share.

Given the increasing shipment and stable price, Toshiba’s sales grow 8.9 percent QoQ to $1.267bn revenue with 32.7 percent market share. In yearly basis, Toshiba still ranks at its No.2 place in 2009 with $4.131bn revenue and 34.2 percent market share.

As Micron demonstrated 16 percent QoQ shipment growth and 5 percent QoQ price growth, 4Q09 sales rose 21.8 percent QoQ to $385mn with 9.9 percent market share in 4Q09. Also, Micron climbed to No.3 place with $1.137bn revenue and 9.4 percent market share in 2009; Intel recorded $270mn revenue with 23.5 percent QoQ growth rate and 7 percent market share in 4Q09. On a yearly basis, Intel recorded $837m revenue with 6.9 percent market share in 2009.

With slight 5 percent QoQ ASP decline and 37 percent QoQ shipment increase, Hynix’s sales significantly rose 30.6 percent QoQ to $380m in 4Q09, while its market share is up to 9.8 percent. Hynix also recorded $1.103bn revenue and 9.1 percent market share in 2009 on an annual basis; Numonyx recorded $80mn revenue with 2.1 percent QoQ given the slight shipment increase and stable ASP in 4Q09. Numonyx also recorded $297mn revenue with 2.5 percent market share in 2009.

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