A-Data Technology, Transcend Information and Power Quotient International (PQI) have all posted revenue drops sequentially for May 2010, due to weak market demand arising from the debt crisis in Europe as well as seasonal effects.
A-Data reported revenues of NT$3.25 billion (US$100 million) for May, down 12.35% from April. The module maker also attributed the weak performance to chip price slumps.
However, A-Data saw May sales grow significantly from the NT$1.65 billion generated in the same month of 2009, when the DRAM downturn continued to impact companies throughout the supply chain.
A-Data said sales of its DRAM modules accounted for 63.4% of the company's total revenues in May, and NAND flash products made up the remainder. The former grew by 4% on month to NT$2.06 billion, while the latter slid from NT$1.725 billion in April to NT$1.19 billion.
Transcend announced revenues for May slid almost 8% sequentially to NT$2.07 billion. Its sales ratio between DRAM modules, NAND flash devices and strategic products was about 55:28:17 in May, compared to 59:23:18 in April.
Transcend's diversification strategy allowed it to be less affected by DRAM price fluctuations during 2009. Thus, the company's May sales grew only 2% from the same month of 2009, unlike its competitors' significant on-year growth.
PQI posted consolidated revenues of NT$1.44 billion in May, down from NT$1.51 billion in April. Weakening demand in Europe and the US as well as chip prices falls caused the 16% revenue dip, according to the company.
On an annual basis, PQI's May sales were 51% higher than the level in May 2009.
A-Data, Transcend and PQI all expect June revenues to return to an on-month growth track, according to the companies.