Since yesterday, after a week of "slowing down" in Shenzhen, most of the city's cities except for the "sealing and control" and "control" areas have opened the curtain of resuming work and production in an orderly manner, and the city that was once familiar and busy has returned again. However, the current epidemic prevention and control situation in many places, including Shanghai, Northeast China, Tianjin and other places, is still very severe, domestic demand is almost "stagnant", coupled with the comprehensive impact of international geopolitics and global financial risks, the impact on the consumer market can be seen.
On the other hand, the problem of long and short materials in the storage industry chain still exists, among which memory chips are relatively "long materials", but there is still a shortage of main control chips and ABF carrier boards for some mature processes. Recently, the major NAND original factories have reported the news of expanding the proportion of outsourced main control chips. According to the industry, due to the shortage of wafer foundry capacity, the lack of supply of main control chips has become a key problem plaguing Micron and Samsung. Under such "lack of materials" conditions, the price of the main control chip naturally rose, and the market news said that since the beginning of this year, the price of some main control products has even directly doubled.
"The domestic market is almost stagnant, there is basically no business", the channel market demand is dismal, and the pressure on the superimposed upstream cost is not reduced, and it can only continue to be sideways
For the storage channel market, since the second half of last year, in the global supply chain disorder and sluggish demand environment, storage brand module factories in order to maintain product circulation and healthy cash flow opened up to half a year of bargaining, upside down market, according to cfM flash market quotations, some channel storage products fell by nearly 40%.
Since the beginning of this year, the channel market has also experienced a brief increase under the rise of upstream resources, but in the end, due to weak demand, it cannot be sustained. Especially in the past two weeks, the domestic market has almost "shut down" under the epidemic prevention and control policy, coupled with the poor logistics port in Hong Kong, and the domestic demand is very dismal. In terms of overseas markets, although there are orders one after another, it is still difficult to support the development of the market.
On the other hand, the supply of upstream resources is still not loose, some resources have even risen again, and module brand manufacturers are struggling under the pressure of high costs, so in this situation, the channel market can only continue to insist sideways.
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The situation faced by the memory card and U disk markets is also similar, under the downturn, the price of memory cards is flat this week, and some USB 2.0 and 3.0 prices are lowered to stimulate shipments.
The market situation of the industry is slightly better, but the customer price acceptance is not high, and the upward momentum is insufficient
Compared with the cold and bleak channel market, the industry market demand is relatively supportive, some customer demand is relatively hot, and some projects coincide with the design in stage. However, despite this, market news says that the end customer's acceptance of the price is not high, and the current upward momentum has been significantly insufficient.
In this case, the market quotes of the industry remain unchanged this week.
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In addition, industry insiders said that this year's new smart terminals from SATA interface SSD to PCIe interface SSD conversion trend is very obvious, PCIe SSD demand is also more strong. According to the CFM quotation of the flash memory market, since the beginning of this year, the quotation of PCIe SSDs of each capacity has risen by a higher margin than that of SATA SSDs, of which 256GB PCIe OEM SSDs have risen by up to nearly 10%.
The embedded market has been largely stable this week, with quotes remaining unchanged
Under the current trend of slowing economic growth and declining smartphone innovation, the industry is generally not optimistic about the growth of mobile phone sales this year. On the other hand, for embedded manufacturers, the high cost of memory chips and master control chips further squeezes out profits.
Under such upstream and downstream attacks, this week's embedded product quotations remained unchanged.
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