06/05/2025, 05:21 AM UTC
NAND闪存市场遭遇寒冬Flash takes a bath
➀ 2025年第一季度，五大NAND供应商的均价（ASP）环比下降15%，出货量下降7%，总营收下跌24%；
➁ 三星、SK海力士、美光和铠侠的季度营收分别下降25%、35.5%、11%和27.9%;
➂ 闪迪（已从WDC分拆）计划通过加大QLC产品出货优化盈利，尽管其ASP和出货量略有下滑。
➀ Top NAND suppliers saw significant Q1 2025 declines: ASP (-15% q-o-q), units (-7%), and revenues (-24%);
➀ Samsung, Hynix, Micron, and Kioxia reported revenue drops of 25%, 35.5%, 11%, and 27.9% respectively;
➂ SanDisk plans to prioritize QLC product shipments to improve profitability amid slight ASP and shipment declines.
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