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Global NAND flash output value surges 15% in 3Q21, says TrendForce

by DIGITIMES

The global NAND flash industry generated US$18.88 billion in output value in the third quarter of 2021, up 15% sequentially. The growth was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce.

In particular, suppliers have seen their clients engaged in the data center segment step up their purchases as they are gearing up for the arrival of new processor platforms, TrendForce indicated. Demand for smartphones has also started picking up as major smartphone vendors are preparing new flagship model launches.

However, suppliers have experienced a slowdown in orders from PC OEMs, TrendForce said. The overall NAND flash bit shipments grew nearly 11% sequentially in the third quarter, while ASPs rose 4% on quarter.

Looking into the fourth quarter of 2021, NAND flash contract prices will start to drop which may thus bring an end to the several quarters of revenue increases enjoyed by chip suppliers, TrendForce noted. The overall NAND flash demand is slowing down due to the impact of the ongoing shortage of non-memory chips.

DRAM contract prices are also poised to trend downward in the fourth quarter of 2021, according to TrendForce. "Buyers anticipate further price reductions in the future and are more reluctant to stock up in the near term. Declines in quotes will continue to widen as a result," said the price tracker.

The global DRAM memory industry posted US$26.57 billion in output value in the third quarter of 2021, up 10.2% sequentially, when bit shipments grew slightly with ASPs continuing their rally, TrendForce said.

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