php editor Baicao pointed out that the recent 25% surge in memory and flash memory prices indicates an increase in price risks in the digital product market. Especially for mobile phones with 1T capacity and 12/16/24G memory, the prices have begun to rise. Consumers need to purchase with caution and cherish their existing equipment.
The price increase of SSD storage is just the beginning. This also forces large-memory and storage mobile phones to be bought and cherished. Manufacturers will either increase prices to absorb the rising costs, or they will directly remove these products from the shelves.
According to supply chain sources, due to oversupply for more than a year, Samsung Electronics’ NAND flash memory prices were once maintained at cost levels, so the company plans to negotiate with major customers to adjust prices to reasonable levels (at least up 20%).
The current situation shows that the temporary transaction price of NAND continues to rise, and the prices of some categories have exceeded the level in January 2022. The market is still full of uncertainty caused by production cuts.
In addition, some insiders said that flagship mobile phones in the second half of this year will not support LPDDR6, but will continue to use LPDDR5x or LPDDR5T, with the highest speed reaching 9600Mbps.
Due to rising memory and flash memory prices, mobile phone storage configurations may be reduced or manufacturers may have to increase prices. Therefore, it is unlikely that a new phone with a storage capacity of 24GB and 1TB will be launched this year.
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