TrendForce's latest survey, although the average sales price (ASP) of NAND Flash industry in the second quarter fell slightly, fortunately, the original factory reduced its production and improved the supply and demand imbalance. By adding to th...
TrendForce's latest survey, although the average sales price (ASP) of NAND Flash industry in the second quarter fell slightly, fortunately, the original factory reduced its production and improved the supply and demand imbalance. By adding to the policy promotion of the two major U.S. and China, the overall shipment bank grew significantly, and the joint investment of the top five brands increased by 22% in the quarter to $14.67 billion.
The effectiveness of China's subsidy policy in the third quarter is weakening and the trend of tax reserves in the United States, and demand is stable. Although ASP is expected to rebound slightly, consumer demand continues to be weak and early delivery overdrafts, although NAND Flash industry revenue can maintain growth in the third quarter, the magnitude will be closed.
Analyzing the top five NAND Flash suppliers in the second quarter, Samsung's revenue increased by 23.8% to US$5.2 billion in the quarter. The main source of growth is that AI servers have driven and strengthened the demand for enterprise-level SSDs, helping shipment performance to significantly better than expected, and reducing inventory by adjusting product combinations. Samsung's market share has grown slightly to 32.9%, ranking first in the industry.
SK Group (SK Hynix, Solidigm) benefited from the surge in Solidigm's corporate SSD shipments in the second quarter, and the SK Hynix's 321L NAND Flash volume import, and its revenue climbed to a record high of nearly US$3.34 billion, a quarterly increase of 52.5%, ranking second, with a market share growing from 16.6% last quarter to 21.1%, which is also a record high of the group.
Guangdong closed nearly US$2.14 billion in the second quarter, up 11.4% from the previous quarter, ranking third. It mainly benefits from the strong demand for AI servers, as well as the inventory of PC and smartphone customers returning to normal, and the demand for memory has increased stably.
Microphone's ASP declined, and its second quarter closed up 3.7% to $2.1 billion. However, single-quarter shipments grew significantly, and the revenue performance was better than expected. Even though the overall market share dropped slightly to 13.3%, ranking behind to fourth place, the market share of consumer SSD and data center SSD in the second quarter were historical records.
SanDisk benefited from the rebound in the second quarter, and the inventory of consumer SSDs and retail products increased by 12.2% in the quarter to $1.9 billion. However, the energy utilization rate of SanDisk and the industrial-funded factories has not yet fully recovered, and the enterprise-level SSD field has limited penetration, and AI servers and data center applications are all behind.
