Sales of NAND memory decreased by 45% compared to the same period last year, and it is clear that the selling price of popular SSD has also plummeted
Research firm TrendForce has released a report on the NAND memory market. Due to the decline in demand for PCs and smartphones and the oversupply of NAND memory, the price of 3D NAND memory has plummeted in the last few quarters, and sales of NAND memory in the fourth quarter of 2022 (October to December) will be lower than the same period of the previous year. It shows a sharp decline of 45% compared to the previous quarter and 25% compared to the previous quarter.
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NAND Flash Prices Have Dropped Rapidly In Recent Quarters - And So Have SSD Prices
https://www.anandtech.com/show/18777/prices-of-nand-flash-drop-rapidly-so-do-prices-of-ssds
Sales of NAND memory makers in the fourth quarter of 2022 were $ 10.287 billion (about 1.37 trillion yen), down 25% from the previous quarter and down 45% from the same period last year. The average selling price of NAND memory fell 22.8% quarter-on-quarter, but shipments increased only 5.3%, prompting PC and smartphone vendors to worry about overstocking and need NAND memory. It seems that he was hesitant to purchase more than that.
Below is a table summarizing NAND sales (Revenue) and market share (Market Share) for each manufacturer. Sales numbers are in millions of dollars, and QoQ means quarter over quarter.
Samsung, which maintains the top market share with 33.8%, had sales of NAND memory of $ 3.48 billion (about 450 billion yen), down 43% year-on-year and down 19.1% quarter-on-quarter. Samsung has managed to increase its total bit shipments by leveraging its cost advantage and focusing on high-capacity products, despite the falling average selling price. Also, unlike other companies in the industry, at the time of writing the article, we have not announced any plans to reduce the production of 3D NAND.
Kioxia's NAND memory sales, which ranked second with a market share of 19.1%, decreased 44.5% year-on-year and decreased 30.5% quarter-on-quarter to $ 1,968 million (about 260 billion yen). Kioxia sells not only NAND memory but also SSD for data centers, which has been greatly affected by sluggish demand for PCs and smartphones and inventory adjustments by server vendors.
SK Hynix's parent company, SK Group's NAND memory sales decreased by 51.4% year-on-year and decreased by 30.9% from the previous quarter to $ 1,755 million (about 230 billion yen), with a market share of 17.1% was 3rd in the Although SK Group's NAND memory sales are declining, shipments of NAND memory for home appliances and SSD sales for corporate customers increased, and total bit shipments increased by 6.7% compared to the previous quarter.
Samsung's SSD, which holds more than 30% of the market share, is very popular, and 7 models out of
Below is a graph showing the change in selling price of Samsung 970EVO Plus SSD 2TB in Akazon, which is ranked 3rd. In October 2022, it was around $ 200 (about 26,000 yen), but in March 2023 it dropped to $ 125.55 (about 17,000 yen).
The sales price transition of
SK hynix Gold P31 2TB is popular with notebook PC users, and it tends to be out of stock as soon as it is sold, so there is a tendency for price ups and downs. The price drops to $ 119.99 (about 15,900 yen) at the lowest price, but soon returns to $ 208.24 (about 27,600 yen).
TrendForce said, ``Kioxia, Micron, SK Group, and Western Digital will continue to reduce production toward the first quarter of 2023, which may alleviate the overstock situation.As a result, the average selling price of NAND memory will decrease by 10%. It is thought that it will be suppressed to ~ 15%.However, orders are expected to be sluggish in the first quarter as customer's purchasing motivation is low.From this, NAND memory sales in the first quarter of 2023 are expected to be sluggish. We expect the high to see an 8.1% decline,' he said.
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in Hardware, Posted by log1i_yk