(RP) Chaîne d'approvisionnement, NAND Flash 3Q22 Baisse des prix pour s'élargir à 8 ~ 13%, Dit TrendForce

Selon TrendForce, l'offre excédentaire du marché s'est intensifiée au 2T22 en raison d'une demande à la traîne et de la production Flash NAND continue et de l'avancement des processus. The market consensus is a disappointing 2H22 peak season for consumer electronics including notebooks, téléviseurs, and smartphones. Material inventory levels continue to rise and has become a risk to the supply chain. Due to slow destocking among distributors and a conservative stocking approach among clients, inventory problems have bubbled over upstream onto the supply side and sellers are under increased pressure to sell. TrendForce estimates, due to the rapid deterioration of the balance between supply and demand, the drop in NAND Flash pricing will expand to 8~13% in 3Q22, and this decline may continue into 4Q22.

In terms of Client SSD, due to weak consumer demand, various PC brands have significantly reduced their purchase order volume in 3Q22 in order to digest 1H22 SSD inventory. As suppliers shift focus to 176-layer client SSD, 176-layer QLC SSDs have begun to ship, and YMTC looks to expand shipment of notebook client SSDs in 2H22, price competition has become increasingly fierce, forcing manufacturers to increase price concessions to incentivize clients to up order volume. Thus, the decline in client SSD pricing is expected to expand to 8~13% in 3Q22.