According to the report on flash memory  from IHS iSuppli, due to a decline in sales from large firms, in the second quarter, there is an unexpected decline in NAND flash memory market.
According to final data, the global NAND sales in the second quarter is $ 4.7 billion, compared with $ 4.9 billion in the first quarter,it is down 4.3%. The market fell more than expected, mainly because Toshiba's sales in second-quarter dropped 21.4% ,to $ 1.4 billion. Toshiba is the world's second-largest NAND producers, which ranks after South Korea's Samsung Electronics. The sales of Toshiba fall sharply, dragging down the overall market.Toshiba's sales in the second quarter contraction, to some extent,it is due to yen appreciation on, but mainly due to the earthquake in Japan in March on its production. Since the earthquake occurred at the end of the first quarter, the impact of the supply chain with production interruptions, as well as other clients affected by the earthquake, lost sales was fully reflected in Toshiba's financial report until the second quarter.While Toshiba is in trouble, but the rest of the industry's performance is well in this off-season. Samsung and Micron of the United States ranked third ,the fourth-ranked Hynix Semiconductor, the overall operating income has growth. Overall,in the second quarter,the three companies have expanded market share, while Toshiba is paying the price.
In particular, the Samsung consolidates its leading position in the second quarter, expanding its market share from 38.8% to 41.6%. In the first quarter, Toshiba's share was 34.9%, the gap with the main rival is less than 4 percentage points, but the poor performance of Toshiba's in second quarter, the share dropped to 28.7%.Hynix Semiconductor continued to rapidly expand market share, and currently the gap between with ranked-third United States is within 2.5 percentage points. As to the major NAND manufacturers, Hynix market downturn in 2008, is subject to the hardest hit.However, since the first quarter of 2010, Hynix gradually expanded the market share which rose to 13.5% currently. The shipments of Hynix NAND in the second quarter, also greatly increased by 36 percent.Samsung, Micron and Toshiba are enhancing the production of new plants to meet the demand season, which could further affect the market share.