Memory module firms see double-digit sales drops in January sales

   Date:2012-02-07

Revenues at Taiwan's major DRAM module and NAND device manufacturers saw double-digit sequential decreases in January 2012, due to fewer working days caused by the Lunar New Year holiday.

Adata Technology has announced January sales of NT$2.11 billion (US$71.4 million), down 23.8% on month. The company expects its shipments to return to normal in February allowing revenues to start rising.

Adata also revealed that sales generated from its NAND flash and other non-DRAM product segments accounted for 62.5% of company revenues in January, while those from DRAM modules took up the remainder. Sales of its SSDs and external hard drives remained brisk to account for about 20% of its January revenues, Adata added.

Transcend Information, which has not yet released its January figures, is likely to post a sales decline of 20-30% sequentially in the month, according to market observers. With demand picking up, the firm should see its February sales rebound to NT$2 billion, the observers indicated.

Phison Electronics has estimated January sales would slip up to 20% on month. Phison supplies memory controllers as well as flash-based products including memory cards and SSDs.

Fellow NAND flash controller firm Alcor Micro has reported January revenues slid about 30% from the prior month to NT$188 million. The figure also hit the lowest monthly level in a year. 

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