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DRAMeXchange:NAND Flash Makers’ sales US$4.776bn 9.5% QoQ

July 30th,2010--- According to DRAMeXchange,a research division of TRENDFORECE, the bit shipment of total branded NAND Flash makers grows 20% QoQ in 2Q10. However, 2Q10 ASP roughly decline 9% QoQ due to the increasing output for TLC and raising TLC white-brand memory card penetration at cost edge.

集邦公布去年DRAM模組廠營收排名 金士頓穩居龍頭

May 27th,2010-----根據研究機構集邦科技調查,去年全球模組市場總銷售金額為67億美元,較前年59億美元成長約15%左右,模組廠營收排名方面,前五名占總銷售金額63%,前十五名占全球模組市場中92.5%的銷售額,市場龍頭金士頓(Kingston)在市場低迷下,顯現其堅強實力,大舉擴張市占率,市占率從去年的25%上升為36%,威剛與記憶科技分別列名第二、三名,市占率在伯仲之間。去年全球前十五名的DRAM總營收比去年大幅成長約25%,前十五名市占率由85%上升至92%, 顯見規模小的模組廠在金融風暴後,退出市場或降低出貨的比例不小.。
 

1Q10 Sales Ranking of Branded NAND Flash IC Makers

May 7th,2010----- Branded NAND Flash makers’ ASP mildly declined about 5% QoQ while the total bit shipment increased about 15% QoQ in 1Q10.  Branded NAND Flash makers' total sales reported US$4.363bn in 1Q10, up 11.6% QoQ from US$3.91 bn in 4Q09. According to DRAMeXchange.
 

NAND Flash品牌廠首季營收季度成長11.6%

May 7th,2010-----NAND Flash品牌供應商今年首季產品平均單價(ASP)較去年第四季小跌5% ,整體季位元出貨量較上季成長約15%,集邦科技指出,首季NAND Flash品牌廠商整體季營收成為43億6千3百萬美元,較上季營收39億1千萬美元成長11.6%。
 集邦科技表示,今年初以來,NAND Flash市場因等待蘋果電腦(Apple)的產品iPad上市,買氣觀望,因此下游客戶在中國農曆年假前後,僅回補淡季所需庫存量,雖然NAND Flash供應商調控首季產出量,以降低淡季效應,並穩定價格及獲利,且有系統產品客戶的OEM訂單,但3月季底效應,加上首季具低成本優勢的白牌記憶卡供貨量遞增,使首季NAND Flash市場多空因素交雜,價格呈現拉锯盤跌。

DRAMeXchange: WW DRAM Revenue increase 42% in 4Q09

Jan 29th,2010------According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09. With the windows 7 launch in end of Oct. and recovering macro-economy, demand in 4Q09 has outperformed our expectation.

3Q09 Sales Ranking of Branded NAND Flash Makers

2009/11/01------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% QoQ in 3Q09. Total branded NAND Flash shipment increased about 17% QoQ and it resulted in the overall branded NAND Flash makers' revenue improvement in 3Q09.

NAND Flash品牌廠2Q營收27.86億美元 季增33.6%

2009年7月30日----研究機構集邦科技(DRAMeXchange)表示,由於NAND Flash供應商產能減產效應及新興市場庫存回補需求,第二季NAND Flash平均銷售價格(ASP)約較首季上漲20% ,整體NAND Flash出貨量季增率為10% ,因此第二季NAND Flash品牌廠商營收都較首季成長,單季全球NAND Flash品牌廠商營收為27.86億美元,較首季的20.86億美元成長約33.6%。

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