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2Q25 Revenue Ranking among NAND Flash Suppliers
Last Modified
2025-08-25
Update Frequency
Quarterly
Format
In 2Q25, China's subsidies and US tariff stocking drove NAND Flash shipments and revenue. Growth will moderate in 3Q25 as demand normalizes.
Key Highlights
- In 2Q25, NAND Flash shipments and revenue grew, driven by China’s subsidy policy and US pre-tariff stocking; major suppliers outperformed expectations.
- Samsung and SK Group benefited from enterprise SSD and AI server demand, boosting revenue and share.
- Micron and Kioxia saw lower growth; SanDisk remained focused on consumer products and lags in enterprise SSD.
- Outlook for 3Q25: As China/US policy effects fade, demand stabilizes and price upside is limited; revenue growth momentum slows.
- Suppliers focus on high-end SSDs and new technologies to address future market challenges.
Table of Contents
- 2Q25 NAND Flash Market Analysis Finds That China’s Subsidy Program and Early Stocking Activities Related to US Tariffs Led to a Rebound in Overall Revenue
- Outlook for 3Q25: NAND Flash Industry’s Revenue Is Projected to Increase by Around 15% QoQ as Demand Stabilizes and Price Hikes Become More Limited
- 2Q25 Revenue Ranking among NAND Flash Suppliers
<Total Pages: 6>
Category: NAND Flash
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