The price of NAND flash is expected to rise by 5-10% in the second quarter of 2022 From TrendForce
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According to trendforce, demand continues to weaken as buyers and sellers maintain moderately high inventories. However, due to the raw material pollution of kioxia and WDC in early February, the overall NAND flash supply has been significantly reduced, which has become a key factor for the 5-10% increase in NAND flash price in the second quarter of 2022.
In terms of SSD, PC host manufacturers adopt a conservative stocking strategy for orders in the second quarter of 2022, which may continue to affect the peak season orders in the second half of 2022 and reduce the shipment target in 2022. This year, SSD production officially came out of the shadow of semiconductor shortage. As kioxia gradually resumed the supply of SSD products in May, the production capacity continued to meet customer demand, and the supplier adopted a more aggressive pricing strategy. Compared with the initial expectation, the price growth in the second quarter of 2022 will slow to 3-8%.
In terms of enterprise SSD, with the increase of purchasing capacity and orders of servers and large-scale data centers, and the extension of delivery time of enterprise SSD products due to material pollution of kioxia and WDC, customers immediately turned to Samsung and solidigm for supply. Due to pcie4 The supply of 0 products is limited, and suppliers have adopted a tough bargaining policy, which will promote the price of enterprise SSD to rise by 5-10% in the second quarter of 2022.
In terms of EMMC (standard specifications for embedded memory of products such as mobile phones or tablets), the demand for consumer products such as TV, chromebook and tablets continues to weaken, limiting the demand for medium and low capacity EMMC products to a marginal level. Although the primary supply of low-capacity 2D NAND has not been affected by the pollution of raw materials, the overall transaction atmosphere of the market is still changed due to the pollution event. In addition, the supplier’s plan to gradually reduce 2D capacity has not changed. Therefore, suppliers are eager to maintain profits by raising the price of EMMC products with relatively low capacity. The EMMC contract price is expected to rise by 3-8% in the second quarter of 2022.
Similarly, affected by the pollution of raw materials, the total output of 3D NAND has also decreased significantly. The demand for flash memory (UFS) is much higher than the supply of universal flash memory (UFS). UFS pricing is expected to increase by about 3-8% in the second quarter of 2022. In terms of NAND flash wafers, although the demand for flash drives, memory cards and other products is weak, they are low priority products in the supply chain. The pollution of raw materials has seriously affected the supply of NAND flash wafers. The price of 3D NAND is expected to rise by 5% – 10% in the second quarter of 2022.
More reading: trendforce: in the first quarter of 2020, NAND flash bit shipments reached US $13.6 billion. Trendforce: the launch of new game consoles filled the gap in cloud demand, In the third quarter of 2020, the price fluctuation of NAND flash is limited. Trendforce: it is estimated that the quotation of NAND flash will continue to rise in the third quarter of 2021, and the overall contract price will rise by 5 ~ 10%. Trendforce: it is estimated that the global price of NAND flash will decline by about 10 ~ 15% in the first quarter of 2022. Trendforce: the revenue of NAND flash industry in the fourth quarter of 2019 will reach US $12.5 billion, with a quarterly increase of 8.5%. Trendforce: the revenue of NAND flash manufacturers in the third quarter of 2019 will reach US $12.5 billion, with a quarterly increase of 8.5% Revenue reached about US $11.9 billion trendforce: in 2020, the global NAND Flash Market in Q3 reached US $4.8 billion, with a 5.9% month on month increase. Trendforce: in 2022, the contract price of Q1 NAND flash decreased by 8 ~ 13%. Trendforce: in the third quarter of 2021, the total revenue of global NAND flash reached US $18.88 billion, with a 15% quarterly increase. Trendforce: it is estimated that the price of NAND flash will increase by 5 ~ 10% in the second quarter of 2022. Trendforce: NAND flash is still in oversupply in the first quarter of 2021, Estimated quarterly decline of about 10-15% trendforce: 4.844 billion mobile camera modules will be shipped in 2021, with an annual increase of 3% next year. Trendforce: Q2 in 2018, the revenue of NAND flash brand will increase by 3.5% in the quarter. Trendforce: there is a shortage of upstream wafer foundry capacity, and the NAND flash controller will increase by about 15-20%
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