The curtain has been drawn in the second quarter, but the storage market demand is still in a downturn under severe challenges at home and abroad, and after nearly a month of "stalemate" market, the prices of some products have begun to loosen this week.
This week, the supply of upstream resources was basically stable, and some DDR particles fell slightly, but poor logistics and transportation led to a record delivery time for some semiconductor chips
In the current cold demand atmosphere, even if the upstream storage original factory still holds a price increase attitude, but the actual upward momentum is no longer strong, since last week, some NAND Flash wafer and DDR particle resources have declined slightly. Upstream supply has been relatively flat this week, with DDR4 4Gb (256Mbx16), DDR4 8Gb (1024Mbx8) and DDR4 16Gb (2048Mbx8) quotes continuing to decline slightly.
Latest quotes for DDR granules
On the other hand, poor logistics and transportation have become another problem plaguing the semiconductor industry chain. The survey report shows that under the influence of the escalation of epidemic control in many places in China and the Fukushima earthquake in Japan, the average delivery cycle of semiconductor chips in March has increased to 26.6 weeks, reaching a new record, including micro-MCUs, power management chips, analog chips and memory chips, and the delivery time of most types of chips is longer.
Industry market demand visibility is low, in order to speed up the flow rate, this week the industry SSD and memory module quotations across the board downward adjustment
Recently, the noise on the market about the downward shipment expectations of the PC and notebook industry chains has indeed been widely disseminated, including wafer foundry, IC design and packaging and testing. Among them, due to the fact that in recent years, the major packaging and testing manufacturers have actively expanded their production capacity, and with the weakening of demand, it may trigger a "defense war of the momentum rate".
However, at the same time, some manufacturers in the industry chain said that with the narrowing trend of the gap between the length and short materials of parts, the shipment volume in the second quarter of this year is still expected to grow compared with the first quarter. However, in the long run, under the uncertainty of the current Russian-Ukrainian conflict and the changes in the domestic epidemic situation, most PC notebook industry chain manufacturers have adjusted the annual shipment volume to flat or downward revision.
At present, the visibility of the industry OEM market demand for storage products is not clear, and no significant improvement signal has been obtained, in this case, in order to improve the product flow rate, the industry SSD and memory module product quotations have begun to be lowered this week.
The latest offer of SSDs for the industry market
The latest quotation of memory modules in the industry market
The embedded market is sluggish, but under cost pressure, prices are deadlocked this week
For the development of the smart phone industry chain this year, the industry basically holds a conservative attitude. Recently, apple industry chain rumors 5G iPhone SE and AirPods series products will be in the second quarter of the news. Although some industry chain manufacturers clarified, "At present, we have not yet received instructions from customers to cut orders, because in fact, in terms of 5G iPhone SE, the demand estimate given by Apple is not too high." "In addition to Apple, the news that domestic mobile phone manufacturers have lowered their shipment expectations is also endless.
On the other hand, even if Motorola recently released the Edge S30 equipped with 12GB of memory and 512GB of flash memory, the price is only 2499 yuan. Industry insiders still expect that in general, mobile phone manufacturers are still restrained in upgrading storage capacity.
In this context, the demand for embedded products is difficult to heat up, but under the pressure of cost, this week's quotations continue to be deadlocked.
eMMC latest quotes
eMCP's latest offer
Latest quotes from LPDDR
Latest offer from UFS
Price cuts are also difficult to boost demand, and channel market quotations continue to stick this week
In the past month, the performance of the channel market demand can only be described as dismal, and there is no obvious wave this week, so this week's quotations continue to be sideways.
Channel Market SSD Latest Quotes
The latest quote of the channel market memory module
For the memory card and U disk market, the market is still very poor, and the price of some cards and U disks has been lowered this week.