At the beginning of the new year, the storage market that has been quiet for several weeks has gradually warmed up. Recently, in addition to the serious damage to flash wafer shipments caused by raw material pollution problems in the joint venture factory of Jiaoxia and Western Digital, which has affected the heartstrings of storage companies, the international situation and the development of the epidemic have become increasingly tense.
According to reports, the conflict between Russia and Ukraine may affect the supply of key raw materials in the semiconductor process such as palladium, neon, krypton, aluminum, etc., or affect the production of memory chips; on the other hand, the problems of logistics ports in Europe, the United States and Asia are gradually emerging, the container turnover rate is gradually declining, and the freight time is significantly extended; the new crown epidemic has accelerated with the accelerated spread of Opmi kerong, and the epidemic has heated up in many parts of the world, including important port cities such as Hong Kong.
From the news point of view, the global situation is indeed very severe, and may have a further impact on the storage market in the future, but from the current point of view, the shipment damage caused by raw material pollution of Jiaoxia and Western Digital Factory is the most important factor affecting the development of the storage market, in addition, poor logistics and transportation is also another problem that plagues storage companies.
Raw material pollution between Jiaoxia and Western Digital factories affected about 1% of global annual NAND Flash shipments, and flash wafer quotations have risen in response
On February 10, Jiaoxia and Western Digital announced that the current estimate of flash availability in their joint venture plants has been reduced by at least 6.5 EB, which is expected to account for about 1% of the total global NAND Flash production capacity and about 10% of western digital and armored man Q1 production capacity according to flash market data.
In the face of such a large amount of capacity loss, the storage market has been responded to. Some original manufacturers have raised some of the flash wafer product quotations, and according to the flash memory market ChinaFlash Market quotations, some NAND Flash wafer quotations have begun to rise.
Flash wafer's latest offer
Costs rose, and flash product quotations rose across the board this week, with the largest weekly increase of 3.8%
With the loss of original plant capacity, the upward trend of the market on the NAND Flash market has been basically agreed, which has a certain drive on the market sentiment. At present, the overall demand performance under the seasonal off-season effect has not yet shown a substantial recovery, but the overseas and domestic markets have improved compared with previous years. Therefore, according to the flash market ChinaFlashMarket quotes, this week's channel SSD quotes rose across the board.
Channel Market SSD Latest Quotes
However, it is worth noting that the current circulation in the channel market is still inventory products, and some storage manufacturers with higher inventory are still accelerating shipments through various marketing methods.
In the industry SSD market, the same cost increase directly led to an increase in product prices, according to the flash memory market ChinaFlash Market quotations, this week some industry SSD quotations rose, up to 3.8%.
The latest offer of SSDs for the industry market
On the demand side, at present, there are still very few new cases opened by customers in the industry, only a small amount of demand, coupled with the impact of the recent epidemic in Hong Kong, the timeliness of logistics has been significantly reduced. However, as the situation of end-customer parts and components gradually eases, it is expected to be conducive to the sales of storage products.
In the memory card and U disk market, with the price increase of the original wafer, the current quotations are different, but the market sentiment is basically the same. Therefore, the market quotations for memory cards and USB sticks will be raised this week.
This week, the channel memory stick has opened a rally, and the industry memory stick is still "standing still"
Unlike the flash memory market, the current memory market resource supply has not yet fluctuated significantly, basically showing a stable trend, but the recent news in the industry about the original factory is about to tighten the supply of DRAM, so according to the flash memory market ChinaFlash Market quotations, this week some DDR particle quotations rose.
Latest quotes for DDR granules
First of all, the industry news shows that Samsung has planned to reduce the supply of Q1 DRAM, and SK Hynix has made it clear in the financial report that Q1 will reduce DRAM business shipments and ensure profits. In this case, the channel memory module market has risen across the board this week.
The latest quote of the channel market memory module
However, in the industry memory module market, because the demand has not yet recovered significantly, coupled with the basic stability of upstream resources, this week's quotations remain unchanged.
The latest quotation of memory modules in the industry market
The shortage of end-customer parts has gradually eased, embedded demand has improved, and some embedded product quotations have risen this week
In embedded applications, as the end customer parts and short material phenomenon eased, the market demand has improved compared with a few years ago, so this week some embedded product quotations rose, up to 4.2%.
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