MICROBITS TECHNOLOGY LIMITED

MICROBITS TECHNOLOGY LIMITED

Channel market dismal management, SSD will inevitably fall, memory or has taken the lead in "bottom"?

2021 06/22

Since this year, the lack of parts and components is undoubtedly the main line throughout the semiconductor industry chain in the first half of the development. For the memory module factory, in addition to some models of main control chips, PCB substrate and other raw materials prices, delivery period is prolonged, some models of memory chips in short supply is the most troublesome.

Because of this, even if the channel market is still not depressed, but in the lack of help, the storage market is still on the rise in the first quarter of this year. Entering the second quarter, the shortage of spare parts alone has been unable to continue to support the market to continue to rise, the SSD market supply and demand into a "stalemate", and the memory market in part of the original factory shipments increased and the memory module factory speed up the policy, began to enter a steady downward trend.


Channel market dismal management, SSD will inevitably fall, memory or has taken the lead in "bottom"?


Although the channel market has been depressed for several months, the industry has been familiar, but for 618 e-commerce after the end of the first week of the market performance, the industry has been described as "a river of blood."

For this year's 618 sales performance, industry insiders said, in this year's 618 period, storage manufacturers generally adopted a low price to promote sales strategy, even if some products sales figures are bright, from the profit level is also miserable. Moreover, due to the rising cost of main control and other raw materials, some products are seriously upside down.

In addition, as the Chia coin mining boom fades, the demand for large capacity SSD is gradually cooling, and some manufacturers are overstocked due to their strong stockpiling efforts in the early stage.

In the dismal market demand, this week the channel SSD price is finally difficult to arrive at the downturn, down across the line. Among them, the price of 120GB SATA SSD was reduced from $16.2 to $15.6, a decrease of 3.7%; 240GB SATA SSD price reduced to $25 from $25.8, a 3.1% reduction; The 480GB SATA SSD price was reduced to $45.2 from $46, a 1.7% drop.

Channel market SSD latest quotation

Different from the horizontal stalemate of channel SSD in January, the channel memory chip market has fallen into a downward trend since the second quarter because most manufacturers have taken the strategy of lowering prices to stimulate the flow, and some manufacturers even hit the lowest price this year this week. Even so, however, demand remains sluggish.

Industry figures believe that the current price level has basically fluctuated sideways at the bottom, after all, there is cost pressure, manufacturers can not infinite price reduction.

Comprehensive above factors, this week part of the channel memory chip products offer a small decline. Among them, the price of DDR4 UDIMM 16GB 2666 decreased from $65.5 to $65, a decrease of 0.8%; The price of DDR4 UDIMM 32GB 2666 dropped to $130 from $132.5, down 1.9%.

Channel memory chip product quotation

Card and U disk market market performance is still depressed, this week some product prices down.

Industry market is still stable support, this week SSD offer is not moving, but the memory chip crisis has appeared, some products began to fall

Different from the vagaries of the channel market, the industry market is relatively stable. Since this year, with the growth of the epidemic demand for distance work and learning, PC, tablet and other strong demand, coupled with the rapid development of the information and innovation industry, the industry market has been in demand.

Although recently reported that some notebook customer order to adjust the chip, and reduced demand for chips in the second half of this year, however, the personage inside course of study says, cut more than single chip orders for roots are less than previously adjusted, it shows the market demand is rational direction adjustment, not see force of bad in the traditional peak season for shipment in advance.

This week, the SSD market of the industry is still stable, and the quotation remains unchanged.

The market for industrial memory chips, however, was the first to disrupt the calm. Mainly due to the recent increase in memory resources released by some original factories, some customers are less willing to stock up, which has an impact on the market price. Whether this trend will continue or not still needs close attention.

The DDR4 SODIMM 16GB 2666 price was cut from $70 to $68 this week, down 2.9%, according to the flash market quotation in ChinaFlashMarket.