NAND supply tight; ASP soaring

Tight supply saw NAND revenues rise 17.8% in Q4 to $12.05 billion says DRAMeXchange.

NAND supply tight; ASP soaring

The shortage is expected to increase NAND prices in Q1 and continue throughout 2017.

Samsung Electronics remained the leading NAND flash vendor with a 37.1% market in Q4, followed by Toshiba with a 18.3% share and Western Digital (formerly SanDisk) with a 17.7% share, according to DRAMeXchange.

Samsung’s NAND revenues rose 19.5% in Q4 to $4.47 billion, its flash bit shipments increased 11-15% sequentially in Q4, and its ASP rose over 5%.

Samsung is unlikely to expand significantly its 3D NAND flash output until after Q2, DRAMeXchange said. The firm will see its NAND flash bit shipments fall 4-9% sequentially in the first quarter.

While currently relatively small, Toshiba intends to have 3D NAND accounting for half its NAND output by the end of the year.

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