![]() Samsung’s competitors in the NAND Flash market have managed to ramp up production in recent years as a result of technological advancements, threatening Samsung’s position as top dog. Samsung continues to hold the top position, retaining 33.8% of the market share, and currently has no plans to cut back on production. ![]() Nevertheless, they were unable to avoid the drop in ASP, generating revenue earnings of USD 3.48 billion in 4Q22 - down 19.1% QoQ. Samsung has continued to push high-capacity products thanks to their cost advantage, leading to an increase in total bit shipments. Luckily, Micron was able to ship their 232-layer client SSDs in 4Q22 as scheduled, and with the 176-layer QLC enterprise SSD hot on its heels, Micron’s bit shipments are predicted to steadily improve in 2023 with their revenue climbing gradually quarter by quarter. Micron generated quarterly revenue of USD 1.1 billion - a staggering 34.7% QoQ drop - which has led them to drastically decrease their capacity utilization rate for fabs. Kioxia’s revenue plunged 30.5% due to weak demand from PC and smartphone clients and data centers readjusting their inventory. TrendForce reports that Kioxia and Micron saw both a reduction in production and price in 4Q22. ![]() Global NAND Flash revenue was reported to be USD 10.29 billion in 4Q22 - down 25% QoQ. As a result, NAND Flash bit shipments rose by a mere 5.3% as ASP fell 22.8%. Despite manufacturers lowering prices in an attempt to drive up demand, clients are hesitant to purchase more components for fear of overstock. Enterprise SSD took the brunt of the fall with prices plummeting 23–28%.
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