NAND Flash Prices Will Continue to Decline as the Slight Oversupply Continues in 2Q18
April 12, 2018 | TrendForceEstimated reading time: 1 minute
The NAND Flash market has witnessed a slight oversupply in 1Q18. The growth momentum remains weak in 2Q18 although the demand increases, according to DRAMeXchange, a division of TrendForce. It is expected that the slight oversupply in NAND Flash market will remain and the prices will continue to decline.
In the 2H18, the overall demand will increase due to the peak season. Demand in channel markets will also recover because of the lower prices. The growths in average NAND Flash content per box for smartphones will also drive the steady bit shipment growth.
On the supply side, some manufacturers have slowed down their production expansion in response to the market trend in the first half of this year. Therefore, the next-generation 9x-layer NAND Flash process will not see sizeable shipment until 2019. The Yangtze Memory Technologies Company (YMTC), another focus of the industry, will also have limited impact on the supply in 2018 as well, since the new capacity of YMTC will not be sizeable until 2019.
In sum, the NAND Flash market will see slight oversupply in 1H18, but may change to tight supply in 2H18. The fluctuated prices of NAND Flash products will return to a stable level in 2H18 as suppliers, who own DRAM resources, adopt bundling sale strategy. The price drop of eMMC/UFS, PC/enterprise SSD and other products will be moderated then.
Suggested Items
LQDX Divests Aluminum Soldering Business - Mina™ - to Taiyo America Inc.
05/02/2024 | PRNewswireLQDX, formerly known as Averatek Corp., developer of high-performance materials for advanced semiconductor manufacturing, today announced that it has divested its aluminum soldering business – known as MinaTM – to Taiyo America Inc., a global market leader in advanced electronic materials.
IDTechEx Report on Quantum Technology: Nano-scale Physics for Massive Market Impact
04/30/2024 | PRNewswireThe quantum technology market leverages nano-scale physics to create revolutionary new devices for computing, sensing, and communications. Across the industry, quantum technology offers a paradigm shift in performance compared with incumbent solutions.
Guerrilla RF Completes Strategic Acquisition of GaN Device Portfolio from Gallium Semiconductor
04/29/2024 | BUSINESS WIREGuerrilla RF, Inc. has finalized the acquisition of Gallium Semiconductor's entire portfolio of GaN power amplifiers and front-end modules. Effective April 26th, 2024, GUER acquired all previously released components as well as new cores under development at Gallium Semiconductor.
Amphenol Reports Q1 2024 Results, Announces New Stock Repurchase Program
04/26/2024 | BUSINESS WIREAmphenol Corporation reported first quarter 2024 results. In addition, the Company is announcing a new three-year, $2 billion stock repurchase program.
Chinese Smartphone Market Maintains its Recovery Momentum at 6.5% Growth in 1Q24,
04/26/2024 | IDCAccording to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, China smartphone shipments grew 6.5% year over year (YoY) to 69.3 million units in 1Q24.