B[Market bidding actions are frequent due to limited demand. This week, the prices of some eMMC and LPDDR4X products have been slightly reduced] "Science and Technology Innovation Board Daily" reported on the 2nd that although the general price of original factory resources has remained strong since Q2 this year, the mainstream 512Gb TLC and 1Tb QLC The trade price of wafer has begun to decline slowly since mid-to-late March. Up to now, the cumulative decline in the trade price of individual wafer has dropped by nearly 20%. The price difference between the original factory resource shipment price and the trade price is continuing to expand. From the perspective of finished products, industry SSDs still have certain stocking needs due to some leading PC OEMs, which provides support for maintaining the current high price. On the other hand, for eMMC, market demand has weakened significantly since the second quarter of this year, and even the downturn in Q3 has become more serious. Customers are more cautious about the new round of stocking due to high inventory, and some customers have even delayed delivery. Not only that, all parties in the upstream and downstream industry chains have released a large amount of previously accumulated 64GB eMMC product inventory in the spot trade market. In addition, individual market quotations are low, storage manufacturers are generally under pressure on shipments, and the prices of 32GB and 64GB eMMC products have been slightly reduced this week. As September approaches, storage manufacturers strive for shipments in pursuit of performance targets, and embedded prices may continue to adjust. However, rising storage costs have led to rising prices of terminal equipment, declining shipments and squeezed inventories. As market demand is unlikely to improve, even small price concessions by storage manufacturers will be limited in boosting customers' willingness to purchase. (flash market)
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