Josephine Lien, Steve Shen, 11 September 2012
Most NAND flash device makers posted flat performance in August, but
makers believe sales of new iPhones as well as other new smartphones, tablet PCs
and ultrabooks will stir up demand in September-October.
NAND controller IC supplier Phison Electronics saw its August
revenues decrease 5.6% sequentially but rise 7.7% on year to NT$2.88 billion
(US$96.84 million). For the first-eight months of 2012, revenues amounted
NT$22.19 billion, increasing 6.6% from a year earlier.
Phison expects sales to rebound starting September as NAND flash
demand will pick up on the upcoming rollouts of new smartphones and tablets.
However, Phison is conservative about the outlook for the SSD segment in the
fourth quarter, but expects demand for SSDs to stage a major takeoff in
2013.
The supply and demand situation of NAND flash products is expected
to remain steady in the second half of 2012, buoyed by demand for memory
products from China due to the government's subsidy programs, and production
cuts by some NAND flash vendors, said industry watchers.
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