Emmc/ufs Prices Fell In The Second Quarter: Attracting Mobile Phone Manufacturers To Use Large Capacity Memory

The TrendForce storage research (DRAMeXchange) survey indicates that, although the demand for smartphones and notebook computers has improved in the first quarter, it is still unable to offset the growth of 3D NAND Flash productivity increase and good rate improvement, which makes suppliers have to adjust prices further in the face of higher inventory pressure.

DRAMeXchange pointed out that, in order to increase the storage capacity of high-end smartphones, the supplier is amplifying the price correction of the high capacity UFS (128/256GB) to attract the original 64/128GB eMMC/UFS model to lift the capacity. Overall, the eMMC contract price decreased by 1-5% in the second quarter, while UFS declined to 5-15%.

DRAMeXchange said, looking forward to the third quarter eMMC/UFS price trend, although NAND Flash supply growth will be higher than the second quarter, but the demand for the traditional peak and Apple new machine in stock demand double hold, the market supply and demand will continue to tighten, the price decline forecast will converge to less than 5%, as for the fourth quarter price trend, still maintained A stable price view.