The following is the It is estimated that the price of Q2 client SSD will increase by 3-8% on a month on month basis in 2021 From TrendForce recommended by recordtrend.com. And this article belongs to the classification: TrendForce, Hardware equipment industry.
According to the latest survey of trendforce, with the continuous popularity of cowid-19 and the continuous growth of customer demand, the demand for notebook computers is expected to remain strong in the second quarter of 2020. At the same time, in order to meet this huge demand, PC OEM manufacturers are actively increasing the inventory of components including SSD. Combined with various factors, trendforce changed the original “basically flat” price forecast to “3-8% month on month growth”.
Specifically, due to the blackout of Samsung’s Austin semiconductor factory and the previous shortage of flash memory master, the short-term supply of SSD has become increasingly tight. As a result, manufacturers are preparing to increase their quotations.
Last month, Texas suffered a severe winter storm. Many facilities, including Samsung’s Austin semiconductor factory, were affected by long-term blackouts.
It is reported that from mid February to March 2, most of the production activities of the plant have stagnated. But even if the plant has begun to resume production, its facility utilization rate will not return to more than 90% until the end of March.
Although Austin does not produce NAND flash wafers, it is still responsible for 10% of its SSD master IC production. This delay obviously has a significant impact on the overall planning of the semiconductor giant.
What’s worse, most of the main control ICs manufactured by Samsung Austin factory are delivered to the client SSD product portfolio of PC OEM manufacturers. Therefore, trendforce expects that the products based on 128 layer NAND flash memory will be directly impacted.
It is reported that Samsung began mass production of 128 layer flash based client SSDs in the fourth quarter of 2020. The initial plan was to catch the fast track of Intel tiger Lake CPU and expand the market share of the company’s PCI 4.0 SSD with aggressive pricing strategy.
However, due to the shortage of master IC, the major SSD manufacturers are forced to extend the delivery time of SSD orders. In the case of difficulties in capacity improvement, the price rise of client SSD in the second quarter of 2021 has almost become a foregone conclusion.
Finally, the aftereffects of the blackout of semiconductor factories are also transmitted to the SSD market. It is expected that data center customers will accelerate their purchasing activities in enterprise SSD after the bearish period in the last quarter, thus pushing up the month on month growth of this part of orders.
Based on this, trendforce raised the forecast of SSD price of enterprises in the second quarter of 2021 from 0-5% month on month decline to 0-5% month on month growth.
More reading: trendforce: in 2016 Q1 global SSD shipment reached 30.777 million pieces, a year-on-year increase of 32.7% dealnews: the survey found that the overall SSD price dropped significantly, 64GB and 128GB are maintained below $100 trendforce: in 2017 Q1 global enterprise SSD shipment reached 6 million units trendforce: in 2018 Q3 apple notebook market share fell to 7.9% Gartner: 2012 global SSD shipment report Google flash memory revenue accounts for 3.7% of the total revenue trendforce: it is estimated that the global wafer OEM revenue will increase by 23.8% year on year in 2020, which is the highest in ten years. Master Lu: the installed penetration rate of SSD in China will reach 77.72% in Q1 2020 trendforce: the price of Q4 SSD is expected to decline by 10-15% trendforce: the global shipment of Q4 Apple iPhone will reach 77.6 million in 2020 Trendforce: in the first half of 2016, the global sales of notebook computers reached 74.18 million units, down 4% year on year Trendforce: in the second quarter of 2020, the global wafer foundry’s revenue ranked trendforce: in 2019, the global module market’s overall sales reached US $16.1 billion, only 3% lower than the previous year trendforce: in the third quarter of 2020, the global DRAM output value reached US $17.46 billion, only 2% higher than the previous quarter
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