Production cutbacks and demand for restocking inventory from emerging markets pushed up NAND flash ASPs by about 20% sequentially in the second quarter of 2009, according to DRAMeXchange. The price rally contributed to major NAND flash suppliers' revenue growth for the quarter.
The global top-six NAND flash chip suppliers generated combined revenues of around US$2.79 billion in the second quarter, up 33.6% from US$2.09 billion in the first, said DRAMeXchange. In line with the sales growth, the branded companies also saw their combined shipments up 10% on quarter.
Samsung Electronics continued to lead the NAND flash market in the second quarter, but its share slid to 36%, from 37.2% in the first, data compiled by DRAMeXchange showed. Toshiba retained second place with a 34.5% share in the second quarter, while Hynix Semiconductor resumed its seat among the top-three suppliers.
Hynix slipped to the fourth in the first quarter, due to insufficient funds for technology migration and the phase-out of its 200mm (8-inch) wafer production, according to previous reports.
| DRAMeXchange: Global Top-6 NAND flash vendors revenues and market share, 2Q09 (US$m) | |||||
|
| 2Q09 | 1Q09 | Revenue growth Q/Q | ||
|
| Revenues | Market share | Revenues | Market share | |
| Samsung | 1,037 | 37.2 % | 750 | 36.0% | 36.0% |
| Toshiba | 960 | 34.5% | 740 | 35.5% | 35.5% |
| Hynix | 288 | 10.3% | 171 | 8.2% | 8.2% |
| Micron | 236 | 8.5% | 200 | 9.6% | 9.6% |
| Intel | 193 | 6.9% | 155 | 7.4% | 7.4% |
| Numonyx | 72 | 2.6% | 70 | 3.4% | 3.4% |
| Total | 2,786 | - | 2,086 | - | - |
Source: DRAMeXchange, compiled by Digitimes, July 2009
