Sunday, March 4, 2018

Major suppliers have improved their 3D NAND production yield rates

Revenues of the global NAND flash industry grew only 6.8% sequentially in the fourth quarter of 2017, according to DRAMeXchange. Traditionally seasonal factors will continue to influence sales in the first quarter of 2018.

Major suppliers have improved their 3D NAND production yield rates at a gradual pace, said DRAMeXchange. On the demand side, the smartphone market entered its peak season in the fourth quarter resulting in an up to 5% sequential rise in contract prices for eMMC and UFS devices.

However, demand for PCs, tablets and servers slowed down in the fourth quarter with contract prices for related NAND flash chips stayed flat or slipped on quarter, DRAMeXchange indicated. As a result, the overall NAND flash market shifted toward an equilibrium of supply and demand in the fourth quarter of 2017,

The NAND flash market has seen a slight oversupply in the first quarter of 2018, due to a generally seasonal slowdown in end-market demand, according to DRAMeXchange. The chip suppliers will likely post revenue decreases as they cut prices to spur demand, but will be able to maintain a healthy level of profits thanks to their transitions to 64- and 72-layer 3D NAND technologies.
 
Source: DIGITIMES LINK
 

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