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keyword:Sean Yang55 result(s)

Press Releases
TrendForce: System Product Prices Remain Steady, Branded NAND Flash Manufacturers’ Revenue Rises by 8.8% in 3Q13

2013/11/05

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the NAND Flash manufacturers' Q3 revenues have remained on a steady uptrend despite the absence of any obvious upward pricing movements in the third quarter This is mainly attributable to the limited growth in the NAND Flash vendors' output as well as the steady rise of smartphone and tablet products, a trend which enabled eMMC and Client SSD contract prices to remain relatively unchanged from Q2 The Q3 revenues of the branded NAND Flash manufacturers, all in all, amount to US$ 6281 billion, an 88% increase compared the previous quarter and a growth of 35% from 3Q12 Looking specifically at the branded NAND Flash manufacturers' rankings, Samsung's revenues have reached US$ 2413 billion in Q3, which gives it 384% of the market and allows it to remain in first place; Toshiba is second on the list with a revenue of approximately US$ 1812 billion and 289% of the market; SK Hynix is third with a revenue of $US 883 million and 141% market share; Micron's revenues arrived at approximately US$ 697 million; Intel is at fifth place with a revenue of US$ 475 million and 76% market share Samsung Thanks to the impressive shipment performances of its Mobile NAND, PC-based SSDs and enterprise-based SSDs, Samsung's NAND Flash revenues were able to grow by an estimated 105% QoQ With the numbers of 3-Bit MLC product applications growing and the successful production of 19-nm class products contributing to a proportional increase in their output in Q3, both the server and cloud based enterprise SSDs will likely become the new focus for the Korean company In Q3, Samsung's NAND Flash shipments have increased by 10-13% compared to Q2, whereas its ASP fell from the previous quarter given the rising proportion of its high density and 3-Bit MLC products Following the steady 105% QoQ growth in its Q3 revenues (which reached US$ 241 billion) Samsung's market share rose slightly to 384% Other than focusing on system products such as eMMC, eMCP, and SSD, Samsung is expected to continue accelerating its V-NAND development     Toshiba Toshiba's Q3 NAND Flash revenue rose by 92% QoQ and reached US$ 1812 billion The growth is mostly due to the increase in the demands for system products from major strategic clients and the increasing proportion of system products sold Due to the increased revenues, Toshiba has adjusted this year's memory product sales target from 590 billion yen to 800 billion yen In addition to hastening the development of the 19nm manufacturing process, Toshiba will be looking to increase its enterprise SSD market share in Q4 SK Hynix According to its recent earnings report, SK Hynix's Q3 NAND Flash revenues grew by 51% QoQ and reached US$ 883 million, which gives it approximately 141% of the market and puts it in third place The Korean company's Q3 ASP has slid by 6% from the previous quarter as the proportion of the large density system product sales increased from the second to third quarters Following the Wuxi plant's fire accident, SK Hynix has begun to allocate portions of its NAND Flash capacity to DRAM, a decision which resulted in a lower than expected bit shipment growth (11%) For Q4, the Korean company's bit shipment is expected to shrink by an estimated 10-15% QoQ   Micron Micron's Q3 NAND Flash revenue has grown by 28% QoQ, and reached US$ 697 million The strong SSD shipments has enabled the company's bit shipment to jump by an estimated 13% compared to the previous quarter, while the heightened proportion of its 20nm class products led to a 10% reduction in its bit cost Given that the extent to which Micron's ASP can drop is limited, the company is generally able to earn noticeably higher profit margins from its NAND Flash products Micron is currently optimistic about its NAND Flash products' Q4 prospects, and is likely to show another double digit shipment growth in the upcoming periods   Intel Benefiting from the increased demands for enterprise SSDs, Intel's NAND Flash revenue for Q3 reached US$ 475 million, which represents a 15% increase from Q2 and a 20% increase from the same period a year ago Although its revenue growth is currently the highest on the Q3 revenue rankings list, Micron's Q3 ASP remains relatively unchanged from Q2 The enterprise SSD demand is expected to continue rising in the fourth quarter as cloud computing becomes more and more popular As Intel's 20nm SSD product proportion is expected to exceed 50% in Q4, TrendForce projects that the company's NAND Flash revenue momentum will continue to rise Conclusion The continuous stability of the NAND Flash system product prices and demand from new product launch, the combination credits to that branded NAND Flash revenue reached US$ 628 billion --representing 88% and 35% growth compared to 2Q13 and 3Q12, respectively-- is indication that focusing on system products and stabilizing NAND Flash prices helps contribute to steady revenue growth The gradually rising cloud computing demands and applications, it is worth noting, are also likely to help the industry experience further growth

Press Releases
TrendForce: Market Transactions Sluggish due to Weak Chinese Holiday Sales, 1H'October NAND Flash Contract Prices Remain Flat

2013/10/17

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the market transactions were sluggish in 1H'October due to the underwhelming Chinese holiday sales and the conservative attitude displayed towards the market situation for Thanksgiving and Christmas While SK Hynix's Wuxi plant fire accident prompted some manufacturers to allocate portions of their NAND Flash capacity to DRAM, the mainstream NAND Flash contract prices have stayed mostly flat throughout1H'October Looking at the supply side, in the periods following the fire accident at the Wuxi plant, SK Hynix will take steps to make up for its lost production by shifting parts of the M12 plant's NAND Flash capacity to DRAM Approximately 40K/m wafers are expected to be allocated on a monthly basis Samsung, meanwhile, is planning to use up to 5% of its NAND Flash capacity for DRAM production Because of the short term decreases in wafer volumes resulting from the aforementioned developments, the Q4 NAND Flash industry bit growth is projected to slide down to approximately 78% QoQ With the NAND Flash-to-DRAM allocation processes expected to last until 1H14, the 1Q14 bit growth will likely only be 59% QoQ Looking at the demand side, due to the sluggish sales in the memory card and UFD markets, the not-as-expected results of the major vendors' aggressive pricing strategies in Asia and other special regions, and the growing saturation in the high-end smartphone and tablet markets, various vendors are beginning to display an increasingly more cautious attitude towards the Q4 sales performances While the supply of NAND Flash is expected to decrease in the short term following SK Hynix's and Samsung's capacity adjustments, TrendForce believes the NAND Flash contract prices could still drop due to the yet-to-improve end demand situation, the tendency for inventories to remain high, and the lack of willingness on the suppliers’ part to replenish or purchase inventory as the traditional off-peak quarter arrives in 2014

Press Releases
TrendForce: Effects from SK Hynix's Wuxi Plant Fire Accident Causes 2H'Sep NAND Flash Contract Prices to Grow

2013/10/03

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the 2H'Sep NAND Flash contract prices grew by 3-6% (compared to 2H’August) due to the expectations of a lowered NAND Flash supply following the Wuxi plant’s fire accident Looking at the demand side, even though the sales of memory cards and UFDs have improved, their overall market performances are still below previous standards and market expectations The system OEM clients are remaining conservative towards future sales despite introducing new products intended for the peak quarter This attitude has led to a noticeable decline in their overall inventory replenishment momentum Looking over to the supply side, given that the fire accident at SK Hynix’s Wuxi plant impacted its DRAM product line, the market is currently still expecting the company to compensate for lost production by allocating portions of its NAND Flash capacity to DRAM Numerous NAND Flash manufacturers have responded to such developments by opting to raise their price The 2H'Sep contract price increases, all in all, can be said to have been caused by the market’s expectations of the lowered NAND Flash supplies in the near future Looking at the market, even though the overall sales performances are not showing any signs of improving, the Q4 oversupply situation can still be expected to ease given the restricted NAND Flash supplies resulting from SK Hynix’s fire accident With the Wuxi plant’s full recovery period still being uncertain, and with SK Hynix’s NAND Flash re-allocation plans unspecified, TrendForce predict the NAND Flash contract prices will continue to increase in the coming one to two months  

Press Releases
TrendForce:2H’August NAND Flash Contract Prices Drops 5-10%, End-Demand May be Weaker than Expected

2013/09/03

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the 2H’August NAND Flash contract prices have slid by approximately 5-10% due to the weaker than expected OEM demand and the lowered replenishment momentum resulting from the NAND Flash customers’ increased inventory Looking at the supply side, even though Samsung’s Xi’An plant will not be ready to officially begin production until Q1 of next year, the NAND Flash productions of both SK Hynix and Micron will be expected to commence throughout 4Q13 (Toshiba, in the meantime, has already managed to recover its entire production capacity during 3Q13) At present, it is projected that the Q4 NAND Flash capacity will grow by approximately 10% and that the NAND Flash manufacturers will continue to restrict their supplies as a means to control price Even now, various manufacturers in the industry are still pressured by the prospects of increased inventories Looking over to the demand side, due in large part to the continuous struggles faced by the notebook market, TrendForce predicts that the 2013 NB shipments will decrease by an estimated 10% compared to the same period a year ago With the sales performance of UItrabooks as well as internally built SSDs already noticeably affected, an increasing number of PC OEMs are beginning to see a notable increase in their inventories, and are making downward revisions to their shipments Even with the new smartphone and tablet products expected to launch during September, the eMMC capacity growth is still expected to be limited (if not weakened) This is mostly due to the conservative buyer attitude and the rise of low-cost smartphones and tablets Taking into account the aforementioned developments and the not as expected 2H13 demand, TrendForce believes it is highly likely that the September prices will continue to drop  

Press Releases
TrendForce: Rise of Low Cost Mobile Devices and Cloud Services to Impede Mobile Storage Growth

2013/08/26

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the differences among smartphone brands will grow increasingly less noticeable as mobile component parts and hardware specs become standardized The major global smartphone brands will be expected to shift a good portion of their focus towards the low-to-mid ranged smartphone devices following the eventual saturation of the high end market; The Chinese brands, meanwhile, are likely to see their market influence and shipment numbers grow, and are therefore anticipated to enjoy increased visibility At the moment, TrendForce projects that the proportion of the market represented by low-to-mid end smartphones will expand from 50% this year to above 70% in 2014 The shipment proportion of the low-end tablet devices, on the other hand, is expected to rise to over 65% Given the concerns associated with manufacturing cost and rising cloud usage rate, mobile density growth is currently perceived to be the one area where the impact of the aforementioned developments will be the most noticeable  In an effort to protect overall profits as well as to stabilize price, various NAND Flash manufacturers have decided against employing any form of aggressive pricing strategies this year Because of this, the NAND Flash prices, along with those of embedded products, have remained relatively steady compared to the previous periods As a response to the generally stable pricing trend, an increasing number of manufacturers are opting to lower total eMMC density in order to effectively control and manage cost This has notably led to the decreased capacities in some of the smartphone devices that are released from global branded manufacturers The capacities of the low end tablets, it is worth noting, have similarly gone down, dropping from 16GB to 8GB In 2014, TrendForce predicts that the average content per box for the eMMCs used in smartphones will rise by 9-10% and reach13GB For tablets (not including those released from the white-box manufacturers), the average content per box is only expected to be163GB Along with mobile devices, cloud storage systems are currently experiencing a steady rise in demand Not only is the growing interest in cloud services impacting the average content per box for embedded products, it is also increasing the pressure for manufacturers that produce UFDs, memory cards, and various other external memory devices TrendForce predicts that cloud storage services –like Dropbox and Google Drive— and web-based multimedia will all undergo enhancements as the internet infrastructure improves Following the necessary developments, the needs associated with physical personal storages are expected to decline on a gradual basis Looking at the market strategies and the growing popularity of cloud, TrendForce believes it is unlikely that the growing demand for low-to-mid end mobile devices will help increase average storage capacity  

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