{"id":416834,"date":"2023-03-21T16:48:03","date_gmt":"2023-03-21T15:48:03","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=416834"},"modified":"2023-03-22T15:38:18","modified_gmt":"2023-03-22T14:38:18","slug":"les-fabricants-de-nand-flash-dans-la-tourmente-avec-une-baisse-de-25-pourcent","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/les-fabricants-de-nand-flash-dans-la-tourmente-avec-une-baisse-de-25-pourcent\/","title":{"rendered":"Les fabricants de NAND flash dans la tourmente avec une baisse de 25%"},"content":{"rendered":"

Selon l’analyste de march\u00e9 TrendForce, le chiffre d’affaires mondial de la m\u00e9moire flash NAND s’\u00e9levait \u00e0 10,29 milliards de dollars au 4T22, en baisse de 25 % en glissement trimestriel.<\/span><\/span><\/span> NAND flash shipments were up 5.3 percent while average selling prices (ASPs) fell 22.8 percent.<\/h2>\n

Les exp\u00e9ditions de flash NAND ont augment\u00e9 de 5,3 % tandis que les prix de vente moyens (ASP) ont chut\u00e9 de 22,8 %.<\/span><\/span> TrendForce pr\u00e9voit une nouvelle baisse des revenus de la NAND Flash au 1T23 avec une baisse s\u00e9quentielle \u2013 bien que saisonni\u00e8re \u2013 de 8,1 %.<\/span><\/span> <\/span><\/p>\n

Au 4T22, Kioxia, Micron, SK Hynix ont perdu des parts de march\u00e9 tandis que Samsung et Western Digital ont gagn\u00e9 des parts de march\u00e9.<\/span><\/span><\/span><\/p>\n

 <\/p>\n

\"\"

Ranking of NAND flash manufacturers by revenue 4Q22. Source: TrendForce<\/strong><\/em><\/p><\/div>\n

 <\/p>\n

Le chiffre d’affaires de Kioxia a chut\u00e9 de 30,5% en raison de la faible demande des clients PC et smartphones et des centres de donn\u00e9es r\u00e9ajustant leur inventaire.<\/span><\/span> <\/span><\/p>\n

Micron a g\u00e9n\u00e9r\u00e9 un chiffre d’affaires trimestriel de 1,1 milliard de dollars US, soit une baisse de 34,7 % en glissement trimestriel.<\/span><\/span> Micron a pu exp\u00e9dier ses m\u00e9moires flash \u00e0 232 couches dans des SSD et des m\u00e9moires cellulaires \u00e0 quatre niveaux \u00e0 176 couches suivront bient\u00f4t.<\/span><\/span> <\/span><\/p>\n

Le leader du march\u00e9, Samsung, a vendu pour 3,48 milliards de dollars de m\u00e9moire flash NAND au 4T22, en baisse de 19,1 % en s\u00e9quentiel.<\/span><\/span> Samsung a augment\u00e9 sa part de march\u00e9 \u00e0 33,8% et a d\u00e9clar\u00e9 qu’il n’envisageait pas de r\u00e9duire sa production.<\/span><\/span><\/span><\/p>\n

SK Group \u2013 SK Hynix et Solidigm \u2013 a \u00e9galement \u00e9t\u00e9 affect\u00e9s par le d\u00e9stockage des clients et a enregistr\u00e9 un chiffre d’affaires de 1,76 milliard de dollars au quatri\u00e8me trimestre, en baisse de 30,9 % en glissement trimestriel.<\/span><\/span> <\/span><\/p>\n

Western Digital (WDC) a signal\u00e9 une augmentation de 20 % des livraisons de bits au 4T22 malgr\u00e9 la chute soudaine des prix.<\/span><\/span> Cependant, leurs revenus NAND Flash n’ont atteint que 1,66 milliard de dollars, en baisse de 3,8% en glissement trimestriel.<\/span><\/span> <\/span><\/p>\n

Kioxia, Micron, Western Digital et SK Hynix devraient continuer \u00e0 r\u00e9duire leur production, tandis que Samsung utilise son volume de march\u00e9 pour aller de l’avant.<\/span><\/span><\/span><\/p>\n

Suivre ECInews sur Google news<\/a><\/p>\n

Related links and articles:<\/h4>\n

www.trendforce.com<\/a><\/p>\n

News articles:<\/h4>\n

eeNews exclusive interview with Bryan Chang , Longsys at EW 2023<\/a><\/p>\n

YMTC gets $7 billion cash injection<\/a><\/p>\n

YMTC laying off 10 percent of workforce<\/a><\/p>\n

YMTC could be out of 3D-NAND by 2024, says TrendForce<\/a><\/p>\n

Micron to cut 10 percent of work force<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Les fabricants de NAND flash dans la tourmente avec une baisse de 25% <\/p>\n","protected":false},"author":4,"featured_media":262558,"comment_status":"closed","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[880],"tags":[3094,988],"domains":[47],"ppma_author":[1136,1153],"class_list":["post-416834","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites-economiques","tag-flash-nand","tag-memoire","domains-electronique-eci"],"acf":[],"yoast_head":"NAND flash makers under pressure in falling market ...<\/title>\n<meta name=\"description\" content=\"Selon TrendForce, le chiffre d'affaires de flash NAND s'\u00e9levait \u00e0 $10,29 milliards au 4T22, en baisse de 25 % en glissement trimestriel.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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