Message: NAND rankings: Samsung profitable, Intel lags
| NAND rankings: Samsung profitable, Intel lags |
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Page 1 of 2 EE Times (08/19/2008 10:48 AM EDT)  SAN JOSE, Calif. -- The rankings in the NAND flash memory market remained constant in the second quarter, but Samsung Electronics Co. Ltd. was the only profitable supplier during the period, according to iSuppli Corp.
And in the rankings, Intel Corp. is trailing near the back of the pack. Samsung remained in first place in terms of NAND share in the second quarter, followed in order by Toshiba, Hynix, Micron, Intel, Numonyx and Renesas, according to iSuppli. (See rankings table on page 2) Global NAND flash memory revenue declined to $3.36 billion in the second quarter, down 2.5 percent from $3.45 billion in the first quarter, according to the firm. Five of the top-7 NAND suppliers posted either declines or zero growth in revenue during the period, according to the research firm. The NAND flash market has seen a sharp downturn since the beginning of 2008. iSuppli has cut its 2008 NAND annual flash revenue growth forecast from 9 percent to virtually zero. In the rankings race, Korea's Samsung maintained its No. 1 position in the NAND market with 42.3 percent market share recorded during the second quarter of 2008, according to iSuppli. In the quarter, Samsung's NAND sales hit $1.422 billion, down 1.9 percent from the first period, according to iSuppli. Japan's Toshiba Corp. maintained its No. 2 position in the NAND market with 27.5 percent market share recorded during the second quarter of 2008, according to iSuppli. In the quarter, Toshiba's NAND sales hit $925 million, down 1.8 percent from the first period, according to iSuppli. Korea's Hynix Semiconductor Inc. maintained its No. 3 position in the NAND market with 13.4 percent market share recorded during the second quarter of 2008, according to iSuppli. In the quarter, Hynix' NAND sales hit $450 million, down 13.1 percent from the first period, according to iSuppli. Micron Technology Inc. maintained its No. 4 position in the NAND market with 8.9 percent market share recorded during the second quarter of 2008, according to iSuppli. In the quarter, Micron's NAND sales hit $300 million, up 11.9 percent from the first period, according to iSuppli. Intel Corp. maintained its No. 5 position in the NAND market with 5.2 percent market share recorded during the second quarter of 2008, according to iSuppli. In the quarter, Intel's NAND sales hit $174 million, up 4.8 percent from the first period, according to iSuppli. |
Mark LaPedus
Page 2 of 2
EE Times
(08/19/2008 10:48 AM EDT)
Micron closes gap
Micron narrowed its NAND flash memory market-share gap with Hynix, setting the stage for a battle for the industry's third rank this year, according to iSuppli.Because Hynix is expected to focus mainly on DRAM throughout 2008, its NAND market share gap with Hynix will narrow further, iSuppli believes.
''In the memory world, process migrations and wafer scale are two crucial factors in driving down costs,'' said Nam Hyung Kim, an analyst with iSuppli, in a statement.
''Micron has rapidly increased its 300-mm wafer capacity and the 32-nm geometry will boost its profitability in the near future, as well as its productivity. Because of its aggressive production ramp, Micron now is challenging Hynix for the market's No.-3 spot--and by the first half of 2009 likely will be in a position to vie with industry leaders Samsung Electronics Co. Ltd. and Toshiba Corp in terms of profitability,'' he added.
The DRAM rankings did not change in the second quarter of 2008, but Japan's Elpida Memory Inc. is gaining ground on Hynix. Amid a major downturn in the sector, Samsung was still in first place in the DRAM rankings for the second quarter, followed in order by Hynix, Elpida, Micron, Qimonda, Powerchip, Nanya, Promos, Etron and Winbond, according to iSuppli.
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