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Global Revenue of NAND Flash Market Rising 3.4% Sequentially in Q2
September 13, 2016 | TrendForceEstimated reading time: 5 minutes
Micron’s bit shipments of non-volatile memory dropped 10% sequentially in its fiscal third quarter for 2016 (from March to May), while the ASP and bit cost fell 6% and 3% respectively compared with the prior fiscal quarter. In sum, the supplier’s NAND Flash revenue for its fiscal third quarter fell by almost 15% sequentially to US$908 million.
Micron’s Fab 10X is currently doing small-batch production of 3D-NAND Flash this third calendar quarter and is scheduled for mass production in the fourth calendar quarter. Micron’s 3D-TLC SSDs with SATA interface have already been sent to major PC-OEMs for testing. The supplier is also preparing to launch its second-generation 3D-NAND Flash, which is anticipated to have 30% less unit cost than the first generation. As the share of 3D-NAND in Micron’s total bit shipments increases rapidly, DRAMeXchange forecasts that Micron’s NAND Flash bit shipments for 2017 will be above the industry’s average.
Intel
Compared with the first quarter, Intel’s NAND Flash revenue fell just 0.5% in the second quarter to US$554 million. Intel suffered a sequential ASP decline larger than 10% for all its NAND Flash products due to increasing competition in the second quarter. However, the revenue decline was modest as the supplier’s quarterly bit shipments bounced back and grew over 10% sequentially.
Enterprise-grade SSD products based on 16nm and 20nm processes currently constitute the majority of Intel’s NAND Flash product portfolio. The highly anticipated 3D-MLC enterprise-grade SSDs are going into mass production at the end of the third quarter, helping Intel to significantly improve its cost competitiveness. Also, the conversion of Intel’s fab in Dalian, China, is proceeding as scheduled. Equipment has been installed and the fab is currently doing trial production. The plan for the fab to begin mass production and shipments in this year’s fourth quarter remains unchanged.
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