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Toshiba Now Holds More Than a Third of the NAND Market

By - Source: IHS | B 10 comments

According to market estimates published by IHS, Toshiba was the only major flash maker to post sales growth in the first quarter of this year. While Samsung shed 3.7 percent of revenue and dropped from $1.94 billion in Q4 to $1.86 billion in Q1, Toshiba added 19.2 percent from $1.4 billion to $1.71 billion in the same time frame.

As a result, Samsung's market share fell to 37 percent, while Toshiba jumped from 28 to 34 percent. Overall, the market declined by 1.2 percent in sales volume, with Micron losing 14.3 percent, SK Hynix 16.9 percent and Powerchip 34.6 percent.

Given its size, Samsung posted the largest drop in NAND revenues among the top 5 flash makers. The drop was attributed to a 10 percent fall of its NAND prices, as well as to reduced production in one of its fabs that is transitioned to manufacture processors and chipsets.

"Toshiba's improved performance in the first quarter came after a troubling 2011," said Dee Nguyen, memory analyst at IHS. "Last year the company's NAND market share saw two major declines. The first drop came during the second quarter because of disrupted production stemming from the Japan earthquake-tsunami disaster in March. The second decline arrived during the fourth quarter when uncertain market conditions necessitated a carryover of inventory into the first quarter this year. Toshiba’s strong results show that the company has regained its footing and has put a tumultuous year behind it."

According to IHS, Toshiba's inventory carryover from the fourth quarter enabled the company to outship its competitors in Q1.

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  • 1 Hide
    esrever , June 14, 2012 6:25 AM
    I like toshiba. Hope they keep doing well.
  • 2 Hide
    rantoc , June 14, 2012 9:03 AM
    Hope the die shrik with Nand's will stop soon, sure its lower costs BUT the write endurance drops significantly with each die shrink and i doubt anyone want to either dedicate 1/2 their drive as spare (to take over when cells die) or replace them yearly!
  • -7 Hide
    Anonymous , June 14, 2012 10:49 AM
    Until Toshoba's Value Added package software stops working, and you find out that toshiba never updates their UBER-crappy system software. Yes, go ahead buy a toshiba laptop, the software will stop working, if it ever works right to begin with!
  • Display all 10 comments.
  • 2 Hide
    back_by_demand , June 14, 2012 1:11 PM
    SystemNotWareUntil Toshoba's Value Added package software stops working, and you find out that toshiba never updates their UBER-crappy system software. Yes, go ahead buy a toshiba laptop, the software will stop working, if it ever works right to begin with!

    What the hell has that got to do with the NAND market? GTFO Troll!
  • 0 Hide
    eddieroolz , June 14, 2012 2:30 PM
    Well, Toshiba did invent the NAND flash chip after all...
  • 0 Hide
    jess80 , June 14, 2012 3:31 PM
    Toshiba is the best brand od computers. I love ordenadores portátiles Toshiba.
    Congratulations Toshiba.
  • -1 Hide
    jess80 , June 14, 2012 3:34 PM
    I love Toshiba computers like this:

    Toshiba is the best brand od computers.
  • -1 Hide
    phate , June 14, 2012 6:11 PM
    Call me old fashioned, jingoistic, or whatever, but I try and support Micron where I can. They are the only one based in the US (though they now have fabs in Taiwan I believe).
  • -1 Hide
    Anonymous , June 14, 2012 7:16 PM
    Stick to making nand Toshiba, ASUS makes a much better laptop!
  • 0 Hide
    gameover1993 , July 15, 2012 10:51 AM
    jess80I love Toshiba computers like this:Toshiba is the best brand od computers.

    but too expensive