What was the revenue of these storage companies in May?
Recently, Phison, Macronix, and Winbond have successively announced their May revenue. Phison’s revenue in May was NT$5.099 billion; the cumulative revenue from January to May reached NT$28.107 billion, an increase of 18% over the same period in 2021, a new high for the same period. Phison pointed out that compared with the same period in 2021, the total shipments of PCIe SSD control chips in May increased by nearly 7%, and the total shipments of industrial control chips increased by nearly 38%, continuing to grow steadily. In addition, the total shipments of PCIe SSD control chips from the year to May increased by nearly 50% year-on-year, and the total bits of memory shipments (Total Bits) also increased by nearly 5%, all hitting new highs for the same period in history. Pan Jiancheng, CEO of Phison Electronics, pointed out that the epidemic has affected the Supply Chain and the Sales Chain, and has affected various industries and companies around the world to varying degrees. As Phison has accumulated more than 20 years of NAND industry fluctuations and experience, it is better able to grasp the market pulse and business opportunities than its peers, and when the market demand slows down, it will play steadily and reserve energy for the next wave of market recovery. Prepare. Macronix's consolidated revenue in May was NT$3.548 billion; the accumulated revenue from January to May was NT$19.026 billion, an increase of 9.1%. According to Juheng.com, although there have been frequent noises in the consumer electronics and PC markets recently, more than 80% of Macronix’s NOR Flash is in the field of non-PC or consumer electronics products, with a small degree of impact, such as automotive, server, medical, 5G and industrial applications, etc., demand is still strong. Macronix predicts that the price of NOR Flash will remain flat in the second quarter, and is currently negotiating with customers about the price in the third quarter. It is estimated that the trend will remain flat and upward. From the current customer outlook, business in Europe, the United States, Japan and other places in the second half of the year is expected. Still pretty good. Winbond's revenue in May was NT$8.82 billion, an annual increase of 7.47%, a new high for the same period; the cumulative revenue from January to May was NT$44.257 billion, an annual increase of 16.97%. With the growth of automotive, 5G and other application markets, the demand for high-capacity continues to increase. Winbond has also gradually increased the proportion of high-capacity products. In the second half of the year, it is expected to reach 40-50% of the overall NOR Flash products, helping to increase the gross profit margin.