TrendForce: It is estimated that NAND flash memory contract prices will continue to rise by 13% to 18% in the second quarter, driving the price of consumer-grade solid-state drives to rise by more than 10%

According to news from this site on March 29, TrendForce estimates that as upstream flash memory companies except Kioxia-Western Digital still maintain a low-production strategy, NAND flash memory contract prices will rise by 13 to 18% in the second quarter. It will drive the contract price of consumer-grade solid-state drives to increase by 10~15%.

TrendForce stated that in terms of market fundamentals, although the purchase volume of NAND flash memory in the second quarter was slightly lower than that in the first quarter, the overall market atmosphere was still affected by upstream production cuts, while supplier inventories The water level has also been reduced, so the flash memory contract price will continue to rise.

▲Image source TrendForce TrendForce

Looking at specific categories, in terms of eMMC, because some suppliers have reduced the supply of such products, Chinese smartphone brands, the largest demand side, have begun to increase the utilization rate of domestic module factory solutions. It is estimated that eMMC contract prices will increase by 10~15% quarter-on-quarter in the second quarter.

In terms of UFS, the demand for smartphones in India and Southeast Asia has increased significantly recently, and domestic mobile phone companies are also raising inventory levels to safe levels in advance, providing support for the demand side of UFS flash memory. In addition, suppliers have the goal of quickly achieving profit and loss balance, and the UFS contract price will also increase by 10~15%.

As for enterprise-level/data center-level solid-state drives, due to the increase in demand from CSPs (Note on this site: Cloud Service Provider, cloud service providers) in China and North America, coupled with the buyer's plan to increase sales before the peak season in the second half of the year Inventory levels are low, so TrendForce estimates that the contract price of this category of products will increase by 20-25% quarter-on-quarter, the highest increase across the board.

For client (consumer-grade) solid-state drives, it is currently in the off-season for terminal sales, and downstream PC brand manufacturers are unable to transfer the impact of price increases through finished product price adjustments, so order demand this year is suppressed , the overall product contract price increased by 10~15% in the second quarter.

As for NAND flash memory wafers, although the original manufacturers hope to achieve profitability as soon as possible, the overall retail market demand is sluggish, so the growth rate will be significantly reduced compared to the previous quarter, only 5~10%.

The above is the detailed content of TrendForce: It is estimated that NAND flash memory contract prices will continue to rise by 13% to 18% in the second quarter, driving the price of consumer-grade solid-state drives to rise by more than 10%. For more information, please follow other related articles on the PHP Chinese website!