神马文学网The analysis of 4Q08 NAND Flash brand sales breakdown
来源：百度文库 编辑：神马文学网 时间：2024/06/06 13:37:05
Published Feb.17 2009, 16:36 PM (GMT+8)
Under the influence of global financial crisis, the traditional 4Q08 hot season demand was far below expectation. The NAND Flash suppliers were forced to continue their price cut strategies in order to reduce inventory and stimulate buying under the pressures of their sales performance and excess inventory. Therefore, the overall average selling price dropped 32% QoQ in 4Q08. Since the end product shipments were also lower than expectation, the NAND Flash shipment bit growth in 4Q08 only went up 18% QoQ, which is only about half the hot season growth of the past a few years. Thus, the 4Q08 total revenue of WW NAND Flash brand companies was US$2.227 bn, dropped 19.3% QoQ comparing to 3Q08.
The brand revenue ranking shows that with the closing of two Hynix 200 mm NAND Flash fab in September 2008, the revenue of IM Flash camp had surpassed the Hynix/Numonyx camp and become the third largest camp in 4Q08. Since Toshiba took the leading position of output growth in 2008, it also enjoyed highert market share increase in 2008. Samsung remained its leading position of market share in 2008. Because the NAND Flash vendors currently all had announced that they will keep phasing out part of their 200 mm NAND Flash fab equipments in 2009, and slowing down the capacity expansion speed in 300 mm fabs, to decelerate the market supply bit growth as responding the market demand growth shrink and narrow the oversupply gap in 2009. Therefore we expect the 2009 NAND Flash makers’ market share structure to be similar to the year 2008. In addition, with the increasing cost and difficulties in process technology under 3x nm, and the industry characteristic of high NAND Flash price volatility, it is expected that the co-opetition among market players will be more conspicuous.
