Ad
Ad
Ad
Ad
evertiq.comevertiq.frevertiq.mxevertiq.esevertiq.fievertiq.seevertiq.plevertiq.de
Search
Register
Ad
Ad
Ad
Ad
Ad
Ad
© evgenydn dreamstime.com Business |

NAND Flash revenue rises by 15% QoQ for 3Q21

The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce’s latest investigations.

More specifically, NAND Flash suppliers’ hyperscaler and enterprise clients kept up their procurement activities that began in 2Q21 in order to deploy products based on new processor platforms. Major smartphone brands, on the other hand, likewise expanded their NAND Flash procurement activities during the quarter as they prepared to release their new flagship models. As such, clients in both server and smartphone industries made significant contributions to the revenue growth of the NAND Flash industry for 3Q21. At the same time, however, suppliers also warned that orders from PC OEMs began showing signs of decline. On the whole, the industry’s quarterly total NAND Flash bit shipment increased by nearly 11% QoQ for 3Q21, and the overall NAND Flash ASP rose by nearly 4% QoQ for the same quarter. Thanks to rising prices and expanding shipments, the quarterly total NAND Flash revenue increased by 15% QoQ to a new record high of USD 18.8 billion in 3Q21. Moving into 4Q21, the impact of the ongoing component gaps has widened to numerous application segments of the NAND Flash market as the capacity crunch in the foundry market remains unresolved. Currently, NAND Flash components are in abundance relative to other kinds of key components. For OEMs and ODMs, the differences between the NAND Flash inventory level and the inventory levels of other components have been growing over the past several months. Therefore, they have to scale back orders and reduce stock for NAND Flash. As inventory adjustments are happening, NAND Flash contract prices will start to drop and thus bring about an end to the several quarters of strong revenue growth enjoyed by suppliers. Samsung Owing to procurement demand from hyperscalers and smartphone brands, the NAND Flash market generally remained in shortage in 3Q21, thereby driving up Samsung’s ASP by 10% QoQ. Even so, Samsung’s NAND Flash bit shipment increased by only about 5% QoQ due to weakening demand from PC OEMs and low inventory levels of certain other components carried by Samsung’s clients. Samsung’s NAND Flash revenue for 3Q21 reached USD 6.51 billion, a 16.5% QoQ increase. Kioxia Although orders from PC OEMs began to wane, Kioxia still benefitted from orders from its major smartphone and data center clients in 3Q21, during which Kioxia’s NAND Flash bit shipment underwent a major QoQ increase exceeding 15%. As the NAND Flash market remained in a shortage situation, Kioxia’s ASP increased by about 4% QoQ, resulting in a revenue of USD 3.64 billion, which represents a 20.8% QoQ increase and the highest single-quarter revenue in Kioxia’s history. SK hynix Among all NAND Flash suppliers in 3Q21, SK hynix registered the highest growth in bit shipment at more than 20% QoQ. This performance can be attributed to several reasons: the cyclical upturn in procurement activities from smartphone brands, persistently strong demand from the data center segment, and inventory-clearing by SK hynix in anticipation of weak demand in the upcoming off-season. Thanks to an ASP increase of about 5% QoQ, SK hynix’s NAND Flash revenue for 3Q21 reached USD 2.54 billion, a 25.6% QoQ increase. Western Digital Although Western Digital’s PC OEM clients reduced their SSD orders due to supply chain disruptions, and demand from the retail end also remained weak, Western Digital was able to increase its NAND Flash bit shipment by 8% QoQ in 3Q21 due to enterprise SSD demand from the data center segment and NAND Flash demand from smartphone brands for the release of new smartphone models. Nevertheless, Western Digital’s ASP fell by 3% QoQ because the company increasingly focused on major clients and high-density products. Western Digital’s NAND Flash revenue for 3Q21 reached USD 2.49 billion, a 2.9% QoQ increase. Micron Demand from the data center segment remained strong, and clients continued to adopt Micron’s 176L products. However, Micron’s shipment share in the smartphone market lagged behind that of other NAND Flash suppliers. Furthermore, its PC OEM clients were starting to be affected by the uneven supply of semiconductor chips. In light of these factors, Micron’s NAND Flash bit shipment increased by a modest 4% QoQ. On the other hand, the NAND Flash market remained in a severe shortage in 3Q21, thereby driving up Micron’s ASP by about 5% QoQ. Hence, Micron’s NAND Flash revenue for 3Q21 reached USD 1.97 billion, an 8.8% QoQ increase. Intel Although persistently strong demand from the data center segment led to a massive price hike for enterprise SSDs and a nearly 6% increase in Intel’s ASP in 3Q21, the company was unable to fully meet its client demand since it could not procure sufficient upstream components. This lack of upstream components resulted in a severe decline of about 5% QoQ in Intel’s NAND Flash bit shipments and offset the upward momentum generated by an increase in Intel’s ASP. Intel’s NAND Flash revenue for 3Q21 reached a mere USD 1.11 billion, a slight 0.6% QoQ increase. Sales ranking of Branded NAND Flash makers, 3Q21 (in million USD)
Company3Q21 revenueQoQ change3Q21 Market share2Q21 Market share
Samsung6,51.016.5%34.5%34.0%
Kioxia3,638.520.8%19.3%18.3%
SK hynix2,544.025.6%13.5%12.3%
WDC2,490.02.9%13.2%14.7%
Micron1,971.08.8%10.4%11.0%
Intel1,105.00.6%5.9%6.7%
Others620.633.6%3.3%2.8%
Total18,879.115.0%100.0%100.0%
Vitesco and onsemi sign SiC long-term supply deal Vitesco Technologies and onsemi have entered into a 10-year long-term supply agreement worth USD 1.9 billion (EUR 1.75 billion) for SiC products to enable Vitesco's ramp in electrification technologies.
Tenstorrent partners with LG to build AI and RISC-V chiplets Tenstorrent and LG Electronics are collaborating to build a new generation of RISC-V, AI, and video codec chiplets to potentially power LG's future premium TV and automotive products and Tenstorrent's data center products.
Siemens Healthineers invests € 80 million in new semiconductor factory Siemens Healthineers says that the company is building a new factory in Forchheim, Germany for the cultivation of crystals for semiconductor production.
MediaTek partners with Nvidia to provide full-scale product roadmap to the auto industry MediaTek has entered into a partnership with Nvidia to deliver a complete range of in-vehicle AI cabin solutions for the next generation of software-defined vehicles.
Apple investments with European suppliers top €20 billion in 2022 Apple's spending with European suppliers has increased more than 50% since 2018, totalling EUR 85 billion over the past five years and more than EUR 20 billion in 2022 alone.
China requests Japan to lift export restrictions on chips Commerce Minister Wang Wentao has requested Japan to stop its restrictions on semiconductor exports, calling it a "wrongdoing" that "seriously violated" global trade and economic norms.
Innoscience responds to EPC's lawsuits Innoscience Technology says that it "vigorously responds" to Efficient Power Conversion Corporation (EPC) lawsuit against the Chinese company. Innoscience says that the investigation and lawsuit initiated by EPC are inconsistent with the facts.
EPC sues competitor Innoscience for patent infringement Gallium nitride (GaN) technology specialist, Efficient Power Conversion Corporation (EPC), has filed complaints in federal court and in the US International Trade Commission (ITC) asserting four patents of its foundational patent portfolio against Innoscience (Zhuhai) Technology Co Ltd. and its affiliates.
White Horse Laboratories expands facility to boost services White Horse Laboratories announces a significant expansion of its Hong Kong facility, emphasising the enhancement of test capabilities to include AS6081 methods A1-A6 and drawing attention to its logistics services.
Mitsubishi Electric and Coherent to scale SiC manufacturing Mitsubishi Electric and materials specialist Coherent Corp.have signed a memorandum of understanding to collaborate on a program looking to scale manufacturing of SiC power electronics on a 200 mm technology platform.
Sivers Semiconductors kicks off foundry capacity project Sivers Photonics, a business unit of Swedish Sivers Semiconductors, is looking to expand its capacity to meet volumes of more than 1,000 wafers per week.
Ayar Labs adds $25 million in expansion of its $130 million series C Ayar Labs, a leader in silicon photonics for chip-to-chip connectivity, today announced it has raised an additional USD 25 million in Series C1 funding, bringing its total Series C raise to USD 155 million.
Global semiconductor packaging materials market to near $30B by 2027 Powered by strong demand for new electronics innovations, the global semiconductor packaging materials market is expected to reach USD 29.8 billion by 2027, a compound annual growth rate (CAGR) of 2.7% from the USD 26.1 billion in revenue it logged in 2022, SEMI, TECHCET and TechSearch International reports.
Apple inks multibillion-dollar deal with Broadcom for US made components Apple has entered into a new multiyear, multibillion-dollar agreement with Broadcom under which the semiconductor company will develop 5G radio frequency components — including FBAR filters — and wireless connectivity components.
Infineon builds a new logistics building at its Villach site In March earlier this year, Infineon Austria started the construction of a new logistics building at its site in Villach.
Henkel opens technology centre in Bridgewater Henkel has officially opened its Technology Centre in Bridgewater, New Jersey, US. Occupying 70,000 square feet, the facility showcases Henkel’s entire technology portfolio of adhesives, sealants, functional coatings and specialty materials.
Marvell to set up semiconductor design centre in Vietnam Marvell Technology says that it plans to establish a "world-class" design centre in Ho Chi Minh City, Vietnam. Once completed, the site is said to become the home to advanced semiconductor engineering.
Mitsubishi Electric & Movensys team up to expand AC servo and motion control business Mitsubishi Electric and Movensys have entered into a business partnership to strengthen collaboration in their respective AC servo and motion control businesses. As part of the agreement, Mitsubishi Electric will take an equity stake in Movensys.
Würth Elektronik expands its capacities in Sweden The Swedish subsidiary of the German technology group has moved, something that has resulted in the company getting their hands on significantly more available space.
Samsung's 12nm-Class DDR5 DRAM has started mass production Samsung Electronics' 16-gigabit (Gb) DDR5 DRAM, which utilises 12nm-class process technology, has started mass production.
Applied Materials to invest billions in new Silicon Valley R&D center Applied Materials says that it intends to build the world’s largest and most advanced facility for collaborative semiconductor process technology and manufacturing equipment R&D.
China shuts the door on Micron The Cyberspace Administration of China (CAC) says that Micron Technology's products are a national security risk and that operators of critical information infrastructure in China should stop purchasing Micron products.
Micron to bring EUV technology to Japan Micron Technology says it will be introducing extreme ultraviolet (EUV) technology to Japan to manufacture its next generation of DRAM, the 1-gamma (1γ) node.
SK powertech to triple its SiC semiconductor capacity SK Group subsidiary Yes Power Technix has been renamed to SK powertech, but that's not the only change. SK powertech recently relocated its plant in Pohang City to Busan City. Commercial production at the new facility started in April 2023.
Analog Devices's CFO to step down Prashanth Mahendra-Rajah, Analog Devices' Executive Vice President and CFO, has informed the company that, after six years leading the finance operation, he will step down from his position to explore other opportunities.
eMagin enters merger deal with Samsung Display US micro OLED company eMagin has entered into a definitive merger agreement with Samsung Display. Under the terms of the agreement, the South Korean company will pay USD 2.08 per eMagin share in cash, in a transaction valued at approximately USD 218 million.
Load more news
May 29 2023 3:20 pm V20.14.29-1
Ad
Ad