2Q09 Sales Ranking of Branded NAND Flash Makers

Benefited from NAND Flash suppliers' production-cut effect and restock demand from emerging market, NAND Flash ASP rose about 20% QoQ in 2Q09. Total branded NAND Flash shipment increased about 10% QoQ and it resulted in the overall branded NAND Flash makers' revenue improvement in 2Q09. 2Q09 branded NAND Flash makers' total sales increased 33.6% QoQ to US$2.786bn from US$2.086bn in 1Q09.

According to the ranking, Samsung remains its leadership place with 37.2% market share and records US$1.037bn revenue, followed by Toshiba with 34.5% market share and US$960m revenue. Hynix ranks No.3 with 10.3% market share and US$288m revenue while Micron takes the No.4 seed with US$236m. Intel and Numonyx grab No.5 and No.6 with US$193m and US$72m respectively.

Benefited from the inventory replenishment from mobile market, NAND Flash shipment slight increased with raising ASP in 2Q09. Samsung’s 2Q09 revenue was up 38.3% QoQ to US$1.037bn while 2Q09 market share is climbed to 37.2% from 36% in 1Q09.

Toshiba maintained lower utilization in 2Q09 but quarterly sales increased 29.7% QoQ to US$960m because of enhancing ASP. The 2Q09 market share is slightly down to 34.5% from 35.5% in 1Q09.

With boosting 23% QoQ ASP and 40% QoQ shipment, Hynix’s sales significantly rose 68.4% QoQ to US$288m in 2Q09. The 2Q09 market share is up to 10.3% from 8.2% in 1Q09.

Micron & Intel camp demonstrated the upward shipment pattern with lower ASP in 2Q09. Micron’s sales rose 18% QoQ to US$236m with 8.5% market share in 2Q09. Intel recorded US$193m revenue with 24.5% QoQ growth rate and 6.9% market share in 2Q09.

Numonyx recorded US$72m revenue with 2.9% QoQ despite of mild shipment decline and slightly raising ASP in 2Q09. Numonyx market share in 2Q09 is about 2.6%.