Mar 11, 2013
Memory module makers Transcend Information, Adata Technology and Apacer Technology, and flash controller IC designer Phison Electronics all saw their February revenues fall.
Transcend's February consolidated revenues of NT$2.114 billion (US$71.2 million) dipped 8.61% sequentially, while Adata's dropped 36.32% to NT$1.687 billion. Apacer's consolidated revenues for the month declined 36.82% to NT$508 million, while Phison's decreased 19.98% to NT$1.904 billion.
Of Transcend's sales, 58.6% came from NAND flash modules, 11.8% from standard DRAM modules and 29.7% from memory modules industrial control and other purposes, the company indicated. Transcend had consolidated revenues of NT$4.428 billion for January-February growing on year 11.43%.
NAND flash modules accounted for 56.51% of Adata's sales, and the rest came from DRAM modules. Adata is optimistic about the pricing trends of both DRAM and NAND flash modules. The company's January-February consolidated revenues of NT$4.337 billion dipped by 1.97% on year.
Because makers have allocated more production capacity for MLC NAND flash due to growing demand for smartphones and tablets, supply of the TCL type for memory cards and flash drives has been short and the shortage will continue in the second quarter of 2013, Phison pointed out. Phison saw January-February consolidated revenues of NT$4.284 billion drop 16.80% on year.
|
Four memory companies: Consolidated revenues, Jan 2013 - Feb 2013 (NT$m) |
|||||||||
|
Month |
Transcend |
Adata |
AMT |
Phison |
|||||
|
Sales |
Y/Y |
Sales |
Y/Y |
Sales |
Y/Y |
Sales |
Y/Y |
||
|
Feb-13 |
2,114 |
2.1% |
1,687 |
(30.7%) |
508 |
(21.7%) |
1,904 |
(32%) |
|
|
Jan-13 |
2,313 |
21.6% |
2,649 |
33.1% |
805 |
48.3% |
2,380 |
1.3% |
|
*Figures are consolidated
Source: TSE, compiled by Digitimes, March 2013