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

CTOnews.com November 23 news, today, TrendForce Jibang Consulting released a report that the third quarter NAND Flash market is still not equal to weak demand impact, whether in consumer electronics or server shipments are not expected, resulting in the third quarter NAND Flash price decline widened to 18.3%.

According to the report, supplier shipments fell 6.7% in the third quarter from the previous quarter, and the average sales unit price continued to fall. The overall NAND Flash industry revenue was about $13.71 billion (about 97.889 billion yuan), with a 24.3% month-on-month recession.

CTOnews.com learned that TrendForce Jibang Consulting said that there were two most obvious changes in NAND Flash revenue rankings in the third quarter. First, SK Group had the largest revenue decline of 29.8% month-on-month, with revenue of $2.54 billion (about 18.136 billion yuan), retreating to third place. This is mainly due to the weak demand for PC and smartphones, while the relatively robust demand for servers has also reduced expenditure and entered the inventory adjustment cycle, which has impacted Solidigm sales performance. As a result, bit shipments have declined by 11.1%, and the average sales unit price has dropped more than 20%.

Secondly, the armor has gradually got rid of the influence of raw material pollution at the beginning of the year, and its revenue and market share have returned to the second place. Although the average unit price of sales fell sharply as a result of weak consumer demand, bit-yuan shipments benefited from seasonal pull support from smartphone customers, with revenue rising 23.5% month-on-quarter to $2.83 billion (about 20.206 billion yuan) in the third quarter, while revenue fell only 0.1% month-on-month.

As for other manufacturers, Samsung (Samsung), Western Digital (Western Digital) and Micron (Micron) are all facing volume and price declines, with revenue falling by a similar margin from the previous month. Weak terminal demand is one of the main factors dragging down revenue performance.

▲ Touyuan: TrendForce Group Consulting looking forward to the fourth quarter, TrendForce Group Consulting said that the price drop of NAND Flash products is still under pressure in the fourth quarter, which also makes it difficult for industrial revenue to grow. It is estimated that the decline in NAND Flash contract prices will increase to 20-25% in the fourth quarter, and revenue is expected to decline by nearly 20% from the previous quarter.

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