Toshiba’s NAND flash sales fell 28% in Q2 compared to Q1, according to DRAMeXchange.
In Q2 Toshiba’s flash sales fell to $1.357bn from Q1’s $1.883bn.
The company’s market share dropped from 35% in Q1 to 27.8% in Q2.
DRAMeXchange attributes the fall in Toshiba’s sales to the rise in the value of the Yen and the effects of the Japanese earthquake in Q1.
At the time of the earthquake, Toshiba did not report damage to its flash fabs which are in Yokkaichi, south of Tokyo and some 500 miles from the epicentre of the March earthquake.
However subsequent shortages of supplies and electricity cut-backs may have affected Toshiba’s ability to produce.
In Q1 Toshiba had nearly succeeded in its long-held goal to overtake its NAND licensee Samsung in shipments of NAND. Q1’s numbers are Samsung - $1.941bn; Toshiba - $1.883bn.
Partly as a result of Toshiba’s sales fall, market leader Samsung increased market share from 36.2% in Q1 to 40.1% in Q2.
Overall the NAND market declined 9% Q2 on Q1, says DRAMeXchange, bit shipments rose 7% but ASPs decline 15%.
Top Five NAND Vendors Q2
$bn Mkt Share
| Samsung | 1,959 | 40.1% |
| Toshiba | 1,357 | 27.8% |
| Hynix | 637 | 13.1% |
| Micron | 552 | 11.3% |
| Intel | 375 | 7.7% |
Source: DRAMeXchange