Upstream resources have not yet been loosened. Under the pressure of destocking, the market for SSDs and memory sticks continued to decline this week
2021-08-17
Recently, the news on the market that the original FLASH Memory manufacturers are about to relax the supply of some products has caused some storage manufacturers that have been upside down for several months to see some turning points. However, as of this week, the upstream resources have not been loosened, and the downstream demand has still not improved, and the overall market has recovered. Still need to wait for the balance between supply and demand. Competition in the SSD market is fierce, and "price-for-quantity" is still the main strategy. Quotations continue to fall this week For channel module manufacturers, the upside-down market has lasted for several months. In the downturn, they can only ship at low prices in order to stimulate the flow. Although market inquiries have increased this week, the transaction price is still low. On the other hand, in the overseas channel market, under the influence of European holidays and the closure of Southeast Asia, demand is still cold. Manufacturers still focus on destocking, and "price for volume" is still the main theme. In the industry SSD market, competition is also fierce. In addition, long and short materials have already affected terminal shipments. Pegatron's July revenue fell by more than 20% month-on-month, and Quanta's notebook shipments also fell by more than 10% month-on-month. Under such market conditions, storage vendors can only continue to cut prices to increase market share. In terms of upstream resources, there are market rumors that some original Flash Memory manufacturers will loosen their shipments in the near future. However, as of this week, there is still no action, and we need to keep a close watch. The prices of some cards and U disks continued to drop this week. Demand is sluggish, especially after the epidemic has repeated, and overseas demand has performed poorly. This week, the upstream DDR resources of the memory market stopped falling, but the downstream demand was not good. Destocking is still the top priority of storage manufacturers Different from the flash memory market, the price of upstream resources in the memory market has been slack for several weeks. This week, the quotations of DDR resources have been relatively stable and have not continued to fall. In the memory module market, the sales pressure of various manufacturers is still relatively obvious, and destocking is still the top priority. As such, the quotations of channel memory modules and industry memory modules continue to decline this week. In the embedded market, due to the long-term material problems of terminal manufacturers, the demand for storage products has slowed down, and the supply of upstream resources is still not very sufficient. Therefore, the quotations this week have remained unchanged.
