Memory module firm Transcend Information, which puts more emphasis on its NAND flash products, saw its March revenues grow 7.5% sequentially while revenues at Phison Electronics, a supplier of flash device controllers, registered a 9.8% sequential increase.
Despite the on-month rise, March revenues at Transcend were down 29.7% from a year ago to NT$2.04 billion (US$69.1 million). The firm generated revenues of NT$5.8 billion in the first quarter of 2012, a 23.3% decrease from a year earlier.
Transcend revealed that sales of its NAND flash devices accounted for 65.4% of company revenues in the first quarter, followed by DRAM modules with 18%. In March, the sales ratio for DRAM products edged higher to 20.8% on better shipments and chip prices, Transcend said.
In contrast, prices for NAND flash continued their downward trend in March, Transcend indicated. The firm saw 61.5% of its March revenues come from the NAND flash product segment. Strategic products such as digital photo frames and portable electronics devices made up the remaining 17.7%.
Transcend said that April revenues will be driven by higher shipments of its strategic products. Shipments of its external hard drives had previously been affected by component shortages after the flooding in Thailand in 2011.
Phison announced revenues of NT$3.07 billion for March, and NT$8.22 billion for the first quarter of 2012. First-quarter sales were down 6.3% on quarter, but up 6.6% from a year ago.
Phison was quoted as saying in previous reports that controller chips for SSDs, eMMC and USB 3.0 storage devices will be the major revenue growth driver for the company in 2012. |