Stored in the first quarter, the market is undoubtedly a dismal, weak market conditions make DRAM and NAND Flash prices plunged in a row, from the fourth quarter of last year to the first quarter of this year, storage original income fell sharply, and the cumulative losses of more than $10 billion.

Store the size of the market in the fourth quarter also fell on the basis of further contraction, according to CFM, according to data from the Flash memory market in the first quarter of 2023 global NAND Flash market size - fell 18% to $8.594 billion, DRAM market - fell 22% to $9.527 billion; The overall scale of storage market for $18.121 billion in the first quarter, fell 20%, fell 57% year-on-year, a new low since the third quarter of 2016.

Global NAND Flash market scale $8.594 billion in the first quarter, fell 24%

For NAND Flash bit shipments quarter-on-quarter growth, samsung, armoured spiderman, meguiar's in the first quarter NAND Flash revenue decline less than other factory, but can't make up for the price to fall, on the basis of overall revenue in the fourth quarter of last year continued to slide, but declines to change. Global NAND Flash market scale $8.594 billion in the first quarter, fell 24%.

The specific terms,

Samsung NAND Flash sales amounted to $2.935 billion, in the first quarter fell 17.3%, the market share of 34.2%.

Armoured spiderman NAND Flash earned $1.853 billion, in the first quarter fell 5.8%, the market share of 21.6%.

SK hynix (including Solidigm) NAND Flash income 1.318 billion dollars in the first quarter, fell 25.2%, the market share of 15.3%.

Western digital NAND Flash business earned $1.307 billion in the first quarter, fell 21.1%, the market share of 15.2%.

Meguiar's NAND Flash revenue $885 million in the first quarter, fell by 19.8%, the market share of 10.3%. (note: because meguiar's earnings statistics on different, in this case in December 2022 - February 2023.)

Global DRAM market is $9.527 billion in the first quarter, fell 21.6%

DRAM oversupply market conditions continue, in the first quarter of the global DRAM market overall size fell below $10 billion, was only $9.527 billion, fell 21.6%, down 60.2% year on year. But it is worth noting that the light in the first quarter more than SK hynix DRAM revenue for the first time, second place.

The specific terms,

Samsung DRAM sales amounted to $4.065 billion in the first quarter, fell 24.8%, the market share of 42.7%.

Micron DRAM earned $2.722 billion in the first quarter, fell 3.8%, the market share of 28.5%.

SK hynix DRAM revenue of $2.315 billion in the first quarter, fell 32.1%, the market share of 24.3%.

Nanya DRAM revenue in the first quarter fell 16.4% to $212 million.

Winbond DRAM revenue in the first quarter fell 6.5% to $101 million.

Since the second half of 2022, this round of storage the downward cycle of the industry, the impact on the depth and breadth is one of the most serious in last decade, also operating pressure of the factory caused a huge storage. On subjective mood, as a supplier of storage factory already overburdened, moving in tandem to choose production, reduce capital spending to adjust supply and demand, and have a strong willingness to rise in price.

The terminal market inventory, by contrast, has been gradually fell to health level, but demand has not seen, terminal purchase requirements is not urgent and very careful, so finally presents the game tight supply and demand, and the original factory just took disadvantageous situation. But the meguiar's event to a certain extent changed the supply pattern, or will accelerate in the third quarter storage market stability, especially as the third major upcoming, new PC, smartphone manufacturers, domestic server market is also the delivery, in the original factory to push production work plus inventory consumption gradually, market stability in the third quarter is expected to get enough support.