Strong NAND ASPs improve 2010 revenues up to $21.5 billion, NOR rebounds gains $1billion
MONTEREY, CA., July 27, 2010 – Web-Feet Research, Inc. has just released its latest quarterly report on Flash Memory Components Forecast. (CS200CF1-2010) This report quantifies the 1Q actuals and the forecast 2Q-4Q 2010 Flash memory shipments and the quarterly market shares by vendor for 2010. In addition, the report estimates the 2010 annual tally by vendor for NOR, NAND, and serial NOR. Although, the Flash market produced $20.8 billion in 2009, the recovery caught the Flash market by surprise in the 4Q 2009 and into 1H 2010 whereby the Flash vendors for both NOR and NAND increased production capacity to their maximum yield. Concurrently, as the contraction of supply rippled through the market many OEM purchasers continued to source any available NAND Flash supply and maintained the higher ASP levels. Apple and other OEMs have procured large volumes of Flash, which has forced others to double book in order to get some of the allocation. This action cascaded into other markets especially NOR and serial NOR, where they became supply constrained and prices rose as well. Serial NOR is rapidly replacing parallel NOR growing more than 71% with more than $1.2 billion in revenues. In summary, the turnaround of NOR has raised their 2010 revenues to over $5.7 billion from $4.7 billion in 2009 and the NAND final 2010 Flash revenues should be in at $21.5 billion range up 33.4% over last year. The NAND market will have high growth revenues from 2010-2013, since the higher ASPs should continue while the industry seeks new sources of production from Toshiba/SanDisk, Samsung, and IMFT.
2010 Non-Volatile Memory Conference
Web-Feet Research and Westwood Marketing has jointly released the agenda that deals with the technology, markets, and applications for Flash and other Non Volatile Memories for this decade. In addition, registration is opened for the 2010 NVM Conference, “Developing Successful Strategies for the NVM Revolution: 2010-2020” being held on Wednesday, September 22nd at the Biltmore in Santa Clara, CA. Registration and additional details are at this link: http://www.nvmconference.com/ , or contact: [email protected]
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Headquartered in Monterey, California, Web-Feet Research provides business consulting and market research services in the memory and storage markets, with a focus on nonvolatile memory and solid state storage technologies and small form factor hard disk drives.