In 2023Q4, the output value of the NAND flash memory industry increased by 24.5% month-on-month: Samsung increased by 44.8%, ranking first

News from this site on March 6, TrendForce recently released a market research report, stating that the output value of NAND flash memory in the fourth quarter of 2023 was US$11.49 billion, a quarter-on-quarter increase of 24.5%, NAND flash memory in the first quarter of 2024 Output value will continue to rise, and is expected to continue to increase by 20% month-on-month.

Samsung

Samsung had the highest revenue growth in the fourth quarter, mainly in servers, laptops and smartphones Demand for mobile phones has increased significantly.

Samsung’s shipments increased by 35% quarter-on-quarter in the quarter, and the average selling price increased by 12% quarter-on-quarter, driving revenue to rise to US$4.2 billion, an increase of 44.8% quarter-on-quarter.

SK Group

SK Group (SK Group) benefited from a sharp recovery in prices. Its revenue in the fourth quarter reached US$2.48 billion, an increase of 33.1% from the previous quarter, ranking second.

Western Digital

Western Digital’s fourth-quarter shipments decreased by 2% month-on-month, but the average selling price increased by 10% month-on-month, driving the NAND Flash division’s revenue to 1.67 billion USD, up 7% month-on-month.

Kioxia

Kioxia received stocking orders from PC and smartphone customers, and its shipments increased slightly. Its revenue in the fourth quarter was US$1.44 billion, an increase of 8% from the previous quarter.

Micron

In order to improve profits, Micron significantly reduced its supply. Shipments decreased by 10% month-on-month, affecting revenue to fall to US$1.14 billion, a month-on-month decrease of 1.1%.

The NAND flash memory spot market continues to be sluggish. Considering that the sales days have been extended, the seller has been actively quoting to provide room for negotiation to complete the transaction; while the buyer has been reluctant to make the above quotation due to the reduction of urgent orders and sufficient inventory to meet the corresponding demand. Overall, NAND flash wafers experienced some growth amid the downturn. 512Gb TLC wafers gained 4.28% this week to trade at $3.585.

The original address of the report is attached to this website. Interested users can read it in depth.

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