Shulou(Shulou.com)11/24 Report--

CTOnews.com August 31 news, today, TrendForce Jibang Consulting released a report that due to the armor man raw material contamination incident, the NAND Flash contract price increased by about 30.8% in the second quarter.

The report points out that the continued downturn in consumer demand has led to the weakening of demand bits such as laptops, chromebook, TVs and smartphones, making the client inventory level rising, benefiting from the strong momentum of enterprise SSD procurement, thus offsetting the impact of the downturn in consumer demand. finally, the supplier's bit shipments decreased by 1.3% month-on-month in the second quarter, while the average sales unit price increased by 2.3%. Overall NAND Flash industry revenue reached $18.12 billion, an increase of 1.1 per cent month-on-month.

Samsung led to an increase in the average price of NAND Flash sales in the second quarter, with revenue of $5.98 billion, down 5.4 per cent from a month earlier.

SK Group's second-quarter NAND Flash revenue rose 12.1% month-on-month to $3.61 billion.

Revenue in the second quarter was $2.83 billion, down 16.3% from the previous quarter, and the market share slipped to third place.

Western Digital's NAND Flash division had revenue of $2.4 billion in the second quarter, up 7.0 per cent from the previous quarter.

Micron's second-quarter NAND Flash revenue rose 16.9% to $2.29 billion, an all-time high.

CTOnews.com learned that looking forward to the third quarter, TrendForce Ji Bang Consulting said that high inflation, conflicts between Russia and Ukraine and the epidemic continue to impact market demand, leading to a sluggish peak season. It is expected that as the problem of oversupply continues to ferment in the third quarter, the supply chain actively removes inventory and leads to dumping. NAND Flash contract price is expected to fall by 13%, 18%, and overall revenue is expected to decrease by 10% month-on-month.

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