Fast forward to May, which is a time of torment for storage operators, and this year, the situation is even more difficult in the context of internal and external macro uncertainty.
Looking back at the market trend since Q2, NAND Flash wafer quotation is relatively stable, only 512Gb TLC entered a slow decline mode, a decline of about 2.3%; in comparison, the decline in DDR particles is more extensive, and the decline is more intense, up to 5.8%. Of course, the reason for this situation is not difficult to understand, after all, the Western Digital/Armor Man raw material pollution incident has caused a big impact on the supply of NAND flash, and Western Digital's latest financial report discloses that its fab pollution has caused it a loss of $203 million.
Affected by the loosening of supply, DDR products generally lowered their quotations this week.
Latest quotes for DDR granules
In terms of downstream finished products, due to the continuous sluggish demand, SSDs and memory modules have fallen into a downward trend since the end of March, almost all of the February gains have been spit out, with a maximum decline of nearly 10%; embedded products are relatively stable, and only individual products are adjusted downwards.
Under the upside-down market, it is difficult to stimulate sales in price reductions, and the industry estimates that the Q3 NAND flash market may also be difficult to turn around
Since March, under the influence of adverse factors such as epidemic control, The Conflict between Russia and Ukraine and inflation, the operation of supply chains and the demand side have been seriously impacted. As of this week, although Kunshan has announced the full resumption of work, some enterprises have quickly restored production capacity by opening a large number of recruitment, and the resumption rate of more than 1,800 key enterprises in Shanghai has exceeded 70%.
However, industry insiders analyze that even if the factory is unsealed, logistics and transportation must be restored synchronously, even if everything is ready, it takes two to four weeks to wait until the material is delivered to the shipment, and then sent to the assembly plant, it also takes two to four weeks, so it takes at least a month to calculate that it is actually quite difficult to recover the revenue lost in April in May.
On the other hand, the consumer market has not yet seen a significant recovery under the expectation of a global economic downturn. In this case, storage manufacturers mostly use inventory reduction, promote the flow of water strategy, and even some products do not hesitate to ship upside down. However, at present, the effect on sales increase is very limited, so the channel SSD and memory module quotations remain unchanged this week.
Channel Market SSD Latest Quotes
The latest quote of the channel market memory module
In addition, for the outlook of Q3, Pan Jiancheng, CEO of Qunlian, said at a recent legal conference that under the effect of the traditional peak season in the second half of the year and the role of the peak season of promotion at home and abroad, business opportunities will definitely exist, but as far as the current environment is concerned, the NAND Flash industry in the third quarter may be under pressure.
In the flash memory card and U disk market, the demand is still not good, manufacturers in order to ship, the price continues to decline, this week some flash memory cards and USB 2.0 product prices continue to fall.
Under the role of the mentality of "buying up and not buying down", the industry market customers have slowed down, and the quotation of industry mechatrons has continued to decline this week
Affected by the epidemic control and supply chain, Chen Junsheng, chairman of the brand giant Acer, said that the demand for laptops in the second quarter did decline compared with the original expectations, although the semiconductor supply chain has been alleviated in the first quarter, but the problem of long and short materials still exists, coupled with the volume of goods in transit has not eased, the overall market environment is more complex than at the beginning of the year.
In the face of the supply chain situation, Chen Junsheng revealed that Acer's recent pulling of goods to the upstream supply chain has indeed slowed down, but the components that have signed a long supply contract will continue to be purchased, which indirectly leads to an increase in short-term inventory levels.
Not only Acer, but also asus, Dell and other major PC OEMs have stable order releases, but in the off-season, the number is very limited, and in the current storage market oversupply expectations, customers to pull goods significantly slowed down, the willingness to prepare is even lighter.
In this case, the industry SSD quotation remains unchanged this week, and the industry memory stick continues to reduce the quotation.
The latest offer of SSDs for the industry market
The latest quotation of memory modules in the industry market
This week, the embedded market is relatively stable, and the quotations of individual products have been lowered
eMMC latest quotes
eMCP's latest offer
Latest quotes from LPDDR
Latest offer from UFS