KO
2024-05-31
NAND Revenues Rising; Q2 Prices to Grow 10%

Q1 saw NAND  Umsatzs rise by 28.1% to $14.71 billion, says TrendForce.

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Micron overtook Western Digital to claim the fourth spot with 51.2% QoQ Umsatz growth to $1.72 billion.

Samsung remained No.1 with a 28.6% QoQ Umsatz jump to $5.40 billion.  It expects 20% growth in Q2.

NAND Umsatzs rising; Q2 prices to grow 10%

Hynix saw a 31.9% QoQ increase in Umsatz to $3.27 billion in Q1, and also expects a 20% growth in Q2.

Kioxia had a 26.3% QoQ rise in Umsatz to $1.82 billion and expects to grow Q2 Umsatz by approximately 20%.

Western Digital had a 2.4% QoQ Umsatz increase, reaching $1.71 billion and expects Q2 Umsatz to remain flat.

The surge in large enterprise SSD orders continues to drive up the ASP of NAND Flash by 15%. TrendForce forecasts Q2 NAND Umsatz to increase by nearly 10% QoQ.


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