The procurement cost of memory and flash memory components has increased by 20-30%, which will gradually affect the procurement cost of mobile phones and other products, and the impact will begin to show from Q4

News from this site on October 13, according to Wall Street News, leading upstream and downstream companies in the supply chain revealed that Affected by the production cuts of original storage manufacturers such as Samsung and the insufficient production capacity of domestic flash memory leading storage particles, memory and flash memory yuan Device procurement costs are gradually rising.

It is reported that compared with the previous low, the purchase cost of flash memory of domestic memory downstream leader has increased by nearly 20%, and the cost of memory purchase has increased. About 30%. The ensuing impact, that is, starting from the fourth quarter of this year, the impact of the rising cost of storage components will gradually be transmitted to the consumer side, and terminal products such as laptops and mobile phones may face price increases.

Also this morning, @digitalchatstation also published an article saying that “the upstream has made a ridiculous operation” and bluntly stated that “the era of cabbage prices is over” for memory and storage. According to him, this means that the starting prices of some of the next new flagship models are expected to increase by 300-500 yuan. In addition, @digitalchatstation said in reply to netizens’ comments that “this (memory) bonus is phased.”

This site previously reported that Korean media Business Korea claimed in a report earlier this month that Samsung internally believes that the current supply price of NAND Flash is too low. The company plans to increase the contract price of NAND Flash products by more than 10% starting from the fourth quarter of this year. It is expected that new contracts will adopt the new price as soon as this month.

##▲ Picture source Korean media Business Korea

Since the beginning of this year,

Samsung has been pursuing a production reduction strategy. Wafer production dropped significantly by 40%. The initial production reduction measures were mainly concentrated in the DRAM field. Later in the second half of the year, Samsung began to significantly reduce the production of NAND Flash business. It is now trying to normalize NAND prices.

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