TrendForce: NAND flash memory product contract price growth is expected to narrow to 5~10% in the third quarter

According to news from this website on June 28, TrendForce released its latest research report today, predicting that the overall increase in NAND flash memory product contract prices in the third quarter will narrow to 5~10% from 15~20% in the second quarter. TrendForce said that several major original manufacturers will actively increase production in the second half of the year; enterprise-level solid-state drives will benefit from the rebound in server orders, and demand will grow steadily. However, demand in the consumer electronics field continues to be sluggish, resulting in a more obvious oversupply of NAND, which is also the main reason for the decrease in growth.

▲ Image source TrendForce TrendForce’s website is organized by category. TrendForce’s predictions are as follows:
3D NAND flash memory wafer
Due to the supply callback and the buyer’s unwillingness to purchase, the spot price of flash memory wafers has fallen below the contract price Eighty percent. Therefore, the contract price of flash memory wafers will basically not increase in the third quarter.
Consumer-grade solid-state drives
Although notebook sales are about to enter the peak season, notebook manufacturers are still relatively conservative in stocking up.
Original factory capacity upgrades have brought about increased supply and PC manufacturers have expanded the use of QLC SSDs. Two factors have intensified price competition. In the third quarter, the contract price increase of consumer-grade SSDs will only be 2~8%.
Enterprise-grade solid-state drives
Technology companies continue to expand spending on the construction of AI servers and traditional servers, resulting in a significant rebound in orders from server OEM manufacturers in the third quarter, driving the procurement demand for enterprise-grade solid-state drives to further increase compared with this quarter.
However, due to the overall oversupply of NAND flash memory, major suppliers are actively competing for enterprise-level SSD orders to reduce inventory in the second half of the year, suppressing the price increase. It is estimated that the increase in enterprise-level SSDs in the third quarter will decrease by about 5% to 15~20% .
UFS Flash Memory
Currently, smartphone manufacturers still hold enough UFS flash memory, the inventory level is declining slowly, and module manufacturers are gradually joining the UFS supply. This has curbed the momentum of flash memory original manufacturers to increase UFS prices significantly again in the third quarter. , the final quarter growth is expected to be between 3% and 8%.
eMMC Flash Memory
Several major original manufacturers have a clear attitude towards the price increase of eMMC flash memory. However, the demand for eMMC in the third quarter is still limited, and the final price increase will not be very large, and the contract price will remain roughly unchanged.

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