Friday, November 29, 2019
Q3 NAND bit shipment grew 15%, says DRAMeXchange and revenue rose 10.2% to $11.9 billion.
Samsung’s bit shipment grew over 10% QoQ while limiting its ASP decline to 5% and recording a 5.9% revenue increase to $4 billion.
Samsung’s second fab in Xian will start manufacturing in 1H20, while its second Pyeongtae-based memory fab is projected to begin operation in 2H20.
After the 40% surge in 2Q19 bit shipment, Hynix’s bit shipment has slowed down in 3Q19, with a 1% QoQ drop. However, its ASP underwent a 4% QoQ growth and NAND revenues grew 3,5% QoQ to reach $1.146 billion.
Despite the power outage at Yokkaichi, Kioxia was able to increase its bit shipment by more than 20% QoQ but its ASP fell by 5% QoQ leading to revenue growth of 14.3% QoQ to reach $2.227 billion.
Micron’s NAND revenue reached $1.53 billion, a 4.7% QoQ growth. The company’s bit shipment also grew by more than 10% QoQ. However, Micron’s ASP still declined by over 5% QoQ.
Intel grew its 3Q19 bit shipment by more than 50%. However, its ASP fell by over 10%. Overall, Intel’s Q3 NAND revenue reached $1.29 billion, a 37.2% QoQ rise.
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