Data Centre

Storage

Flash, Sam, wallop: Samsung crashes ahead as top NAND chip flinger

According to these here estimates, anyway

By Chris Mellor

1 SHARE

Samsung increased its market share in the NAND supply world in the third quarter of the year, analysts reckon. According to TrendForce's latest estimates, the suppliers' overall flash shipments for Q3 2017 looked like this:

Company 3Q17 Revenue QoQ change 3Q17 share 2Q17 share
Samsung $5,619.9 19.5% 37.2% 35.6%
Toshiba $2,740.0 18.1% 18.1% 17.5%
WDC $2,523.4 8.9% 16.7% 17.5%
Micron $1,838.0 7.7% 12.2% 12.9%
SK Hynix $1,503.8 15.4% 9.9% 9.9%
Intel $891.0 1.9% 5.9% 6.6%
Total $15,116.0 14.3% - -

The revenue figures are in millions of dollars. These numbers, published this month, include flash memory going into smartphone and other mobile devices, as well as consumer and enterprise solid-state storage.

Samsung dominates with a 37.2 per cent share of the market, we're told, which is roughly twice that of each of the second and third-ranked suppliers: Toshiba and WDC. TrendForce said all the suppliers are shifting their factory lines toward 64-layer 3D NAND – SK Hynix is pushing 72-layer flash, apparently – and as this manufacturing process matures, yields will rise. The beancounters expect the flash market will over supply next year because of this, which should mean prices on SSDs and flash memory chips will relax somewhat.

Plotting third quarter market shares on a pie chart gives us this picture:

Intel looks the weakest of the gang, but things change if we look at the enterprise market, where it is the number two player behind Samsung, we're told. Wells Fargo tech analyst Aaron Rakers has seen TrendForce's enterprise SSD numbers and, according to these, Samsung had a 43 per cent capacity shipment share in biz-grade drives during the third quarter, followed by Intel at a stable 22 per cent. ®

Sign up to our NewsletterGet IT in your inbox daily

1 Comment

More from The Register

Give Samsung a hand: Chaebol pulls back Arm to strike Intel's chips

10nm? Ha, try 7, or even 5

Two years and $19bn later: What happened to WD's SanDisk enterprise flash advantage?

Analysis Market position evaporating in front of our eyes

Samsung topples Intel as semiconductor top dog, but lead 'literally built on sand'

Sure about that?

Seagate's Barracuda SSD bares its teeth at PC, laptop upgraders

SATA flash drives to put low-cap disk on endangered list

No pain, no $1.3bn Bain gain: Seagate slips Tosh/WD chippery into Nytro SSD ranges

NAND that... is how you get skin in the flash game

Samsung's sleek 'n' sporty X5 SSD pledges blazing transfer speeds

Portable drive harnesses NVMe and Thunderbolt 3

So solid spinning crew Seagate on hunt for new chief beancounter

Plus: Splashes profits on dividends and share buy-backs, according to latest figures

Samsung preps for Z-SSD smackdown on Intel Optane drives

February reveal for wannabe XPoint killer

Micron's new storage division lead is third former SanDisk recruit

Anand Jayapalan replaces Darren Thomas

Seagate passes gassy 14TB whopper: He He He, one for each of you

Misses no one: PCs, NAS, workstations, enterprise, surveillance