In the second quarter of 2021, the quotation of client SSD for pen electricity increased by 3-8% From TrendForce

The following is the In the second quarter of 2021, the quotation of client SSD for pen electricity increased by 3-8% From TrendForce recommended by And this article belongs to the classification: TrendForce.

According to the trendforce Jibang consulting research, the demand of residential economy driven by the epidemic continues to ferment. It is estimated that the demand for pen electricity will remain strong until the second quarter. PC OEM manufacturers not only actively stabilize the supply of goods, but also increase the inventory. However, due to the tight supply of NAND flash controller and the power outage of Samsung factory in Austin, Texas, the supply of finished products is even more tight. As a result, the original manufacturer began to raise the price of SSD products. It is estimated that in the second quarter of 2021, the price of client SSD will rise from the original level to 3-8% in the quarter.

Trendforce further said that the production of Samsung’s factory in Austin, Texas, was affected by the snowstorm last month, resulting in production stagnation and delayed to resume operation until March 2. It is estimated that the capacity utilization rate of the whole plant will not return to more than 90% until the end of March, and the output will be significantly impacted. Although Samsung NAND flash wafer is not put into production here, its own SSD master control IC accounts for about 10% of the production capacity of the factory. The main control IC is PC client SSD, which directly impacts Samsung 128 layer PC OEM SSD products.

In particular, since the mass production of 128 layer PC OEM SSD products in the fourth quarter of 2020, due to the impact of the epidemic and the longer than expected verification of the pciegen4, Samsung originally expected to further expand the market share of the pcieg4 SSD with a more active pricing strategy, driven by the upcoming large-scale shipment of Intel tiger Lake platform. However, the market demand was affected by the tight supply of the master IC, which forced the delivery date of SSD which was slightly tight to be extended. Under the situation that it was difficult for the supply side to increase the supply, the original manufacturer began to increase the price of client SSD in the second quarter.

On the other hand, enterprise SSD, which is linked with client SSD, is also stimulated by the event. In addition, the purchase volume of data center is expected to rebound from the bottom of the second quarter, and the orders will grow quarter by quarter. Therefore, the price of enterprise SSD is about to improve. Trendforce Jibang consulting forecasts that the price of enterprise SSD in the second quarter will rise from 0-5% to 0-5% from the original quarter.

Read more: trendforce: NAND in the first quarter of 2021 Pile up in excess of requirement, pile up in excess of requirement, and 10~15%TrendForce:AMD decline in the estimated season, 10~15%TrendForce:AMD will be the fourth largest IC design manufacturer in the world after completing the race. TrendForce ranked the top ten SSD module factories in TrendForce:2019 world: the Chinese mainland panel factory has the advantages of capacity, and the display panel market share in 2021 is half over TrendForce: the fourth quarter memory is still in an oversupply situation, and the whole is in the same situation. Price will drop nearly 10% trendforce: it is estimated that the global laptop shipment will exceed 180 million units in 2020 DRAM price is easy to rise but hard to fall in the fourth quarter trendforce: DRAM spot price has not seen a rise for a long time, but DRAM price is still under pressure in the second half of the year Trendforce: it is estimated that the quarterly decrease of global server shipment will increase to 4.9% in the third quarter of 2020. Trendforce: the annual growth rate of LCD shipment will reach 5.4% in 2020

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