"Storage" ushered in a wave of price increases, the entire industry began to pick up, and this company led the entire sector!
The management of storage module factory ADATA is optimistic that the storage quotation will rise at least until the first half of 2024. DDR5 price spot price has risen strongly, with a price difference of 40-50% with DDR4, and DDR5 is expected to surpass DDR4 to become the mainstream of memory in the first half of 2024.
1. Samsung announced storage prices in the fourth quarter, and the increase is expected to expand to 11-25%
According to reports, Samsung announced the fourth quarter pipe price to customers, and the quarterly increase in Mobile DRAM contract price is expected to expand to 11-25%, of which LP4X mainstream configuration increased by about 11%, and the mainstream configuration of the new generation flagship machine LP5X increased by 25%, NANDFlash, UFS4.0 increased by about 2%, eMCP, uMCP increased by about 2%, and the average increase was more than 20%.
It is expected that the trend of higher storage prices may continue into the first half of next year as the original factory maintains the supply strategy of reducing output and reluctant to sell, as well as the gradual improvement of the demand side.
Second, consumer electronics, AI servers, vehicles and many other fields help the storage industry to recover
The demand for consumer electronics industry is picking up, the wave of AI is coming and the automotive market is booming, and the market demand in the second quarter of 23 has resumed growth for the first time in 6 consecutive quarters, the year-on-year decline in smartphone shipments has narrowed, TWS earphones Q2 has achieved month-on-month growth, and the share of Chinese product brands in the wearable device market has continued to increase.
This year, the global AI server storage market size is 7.6 billion US dollars, and it is expected to reach 49.2 billion US dollars in 2026, with a CAGR of 86.4% in 23-26 years, and according to statistics, the vehicle storage market size will reach 12.5 billion US dollars in 2027.
Ning Caishen has screened four leading companies for everyone and focused on collecting them!
The first: Langke Technology
The company is mainly engaged in NAND FLASH solid-state storage, DRAM dynamic storage, embedded storage and mobile storage products.
The second: Juchen shares
Yuxin Semiconductor, a shareholding subsidiary, focuses on the research and development of NAND and DRAM memory related technologies, and has realized the mass production of a variety of NAND and DRAM-related embedded memory and storage module products, and now has three main product lines: embedded storage (SLC/SPINAND, eMMC, etc.), solid-state drives (SSD) and memory modules (DDR3, DDR4, LPDDR4X, etc.).
The third: Xingsen Technology
The company provides advanced IC packaging substrate products, IC packaging substrate business applications include memory modules used in servers, and its subsidiary, Hunan Yuanke Innovation Technology Co., Ltd., is one of the earliest units engaged in the research and development, production and service of military solid-state storage products in China, covering high-reliability solid-state drives, large-capacity solid-state storage modules, storage arrays and customized storage systems.
The fourth: Longsys
The company is mainly engaged in the research and development, design and sales of Flash and DRAM memory; The company focuses on storage products and applications, forming core competitiveness such as firmware algorithm development, memory chip testing, integrated packaging design, and storage product customization, and providing consumer-grade, industrial-grade, automotive-grade memory, and industrial storage software and hardware application solutions.
This content only represents personal views, for reference only, not as a recommendation, the market is risky, investment needs to be cautious! #股票#