Unlike fellow flash device controller suppliers Phison Electronics and Solid State System (3S) which experienced on-month sales drops, Skymedi has announced a 3.4% growth in November 2010 revenues from the previous month.
Market sources speculate that Skymedi has substantially grown shipments of controller chips for handset-use microSD cards to Samsung Electronics since October. Rising orders from Samsung allowed Skymedi's monthly revenues to bounce back to the NT$300 million (US$9.98 million) mark, the sources said.
Skymedi collected NT$339 million in November revenues. For the first 11 months of 2010, the company's revenues rose 40.7% from a year earlier to total NT$2.25 billion.
Skymedi was quoted as saying in previous reports the company has partnered with NAND flash vendors to co-develop managed-NAND solutions based on the eMMC specification for handsets and outdoor navigators. The segment could be a next growth driver for Skymedi, the company added.
JMicron Technology, which began trading on Taiwan's Emerging Stock Board on October 28, saw its revenues increase 7.5% to NT$116 million in November. JMicron is focused on controller chips for USB 3.0 storage devices and solid-state drives (SSD).
Flash device controller design houses: Revenues, Nov 2009 - Nov 2010 (NT$m) |
Month | 3S | Skymedi | Phison |
Sales | Y/Y | Sales | Y/Y | Sales | Y/Y |
Nov-10 | 64 | (22%) | 339 | 106.2% | 2,668 | 0.1% |
Oct-10 | 68 | (30.7%) | 328 | (22.9%) | 2,905 | (1.7%) |
Sep-10 | 52 | (44.2%) | 249 | 92.7% | 2,817 | 7.2% |
Aug-10 | 46 | (44.4%) | 234 | 110.9% | 2,794 | 22.9% |
Jul-10 | 40 | (20.2%) | 209 | 88.4% | 2,825 | 44.5% |
Jun-10 | 47 | (21.9%) | 223 | 159.9% | 2,406 | 46.1% |
May-10 | 45 | (31.4%) | 214 | 107.1% | 2,289 | 26.2% |
Apr-10 | 42 | (43.8%) | 156 | 32.3% | 2,847 | 47.9% |
Mar-10 | 51 | (16.1%) | 103 | (25.3%) | 3,225 | 95.2% |
Feb-10 | 56 | (0.1%) | 96 | (25.1%) | 2,041 | 53% |
Jan-10 | 64 | 18.6% | 101 | 15.9% | 2,694 | 101.8% |
Dec-09 | 75 | (23.7%) | 111 | 158.3% | 2,276 | 82.4% |
Nov-09 | 81 | 67.3% | 164 | 76.5% | 2,667 | 95.1% |
*Figures are not consolidated
Source: TSE, compiled by Digitimes, December 2010