Market Insight Newsletter of Memory, CPU,HDD--- Jul. 2022

Dear valued customers and vendors, welcome to the Market Insights-Newsletter from Quiksol that delivers timely and relevant market intelligence report from the electronics supply chain industry. We hope you could find this Market Insights valuable, and we’d love to get your feedback at Quiksol@quiksol.com.cn
Brands:
Micron, Samsung, Hynix, Nanya, Kioxia, MXIC, Winbond, CPU, HDD

 

Memory spot market update:

Overview: In the blink of an eye, the Q3 has arrived. In the case of unclear demand outlook for the second half of the year, some original manufacturers have begun to reduce prices, especially the DRAM part of which inventory pressure is serious. It is estimated that the suppliers of various brands will cut prices to sell inventory. Samsung is considering price cuts in the second half of the year to further expand its market share, a move that could spark a price war in the memory industry in the second half of the year. On the demand side, the demand for consumer terminals continued to be weak, and the demand for PCs, servers and mobile phones also continued to decline. At present, affected by global factors such as the COVID-19, the war between Russia and Ukraine, and inflation, terminal demand continues to be depressed. The market price of almost all consumer memory products is lower than the official price. Manufacture end, market spot brokers and the original manufactures are mainly in order to DE-stocking. In the case of polarization between supply and demand, the price decline will continue or even worse. It is suggested to reduce inventory in the near future, flexibly respond to market changes, focus on case to case, save strength, and wait for new opportunities coming to Memory!

DDR4: Recently, the demand for PCs and servers has also gradually decreased. The terminal demand in DDR4 related application fields is weak, and the price may continue to decline. Factory customers believe that prices still have room to fall, so their target price continue to low. The Samsung DDR4 4GB and 8GB are still the two parts with the largest decline. The market price of Samsung DDR4 8GB fell to about us$2.8, accompanied by small fluctuations, and this price has been lower than the previous historical low of us$3.20. The market price of DDR4 4GB fell to about us$1.55, which is close to the previous historical low of us$1.40. Hynix DDR4 is priced around US$1.90 for 4Gb and US$3.2 for 8Gb. Micron DDR4 8Gb has also started to fall recently, dropping to around US$3.10. At present, although some parts have fallen to a very low point, due to the continuous downturn in demand, the overall and subsequent polarization of supply and demand differences still exist, there is still room for price decline.

DDR3: Recent consumer demand continues to fall, and networks, industrial control and other demand also began to weaken. DDR3 prices are currently much higher than DDR4 prices, so it seems that DDR3 prices are still high and may have some room to fall in the future. The price difference between Samsung and Hynix is not big at present, and the market price is much lower than official price. Samsung DDR3 4Gb market price around US$1.90, 2Gb market price around US$1.60, Hynix DDR3 4Gb market price around US$1.75. In terms of Micron, the price has dropped a lot recently, with 4Gb around US$2.40 and 2Gb around US$1.70. In Nanya, price is in a continuous decline, with weak market demand and serious price upside down. Recently, the trend of price reduction of memory manufactures is obvious. Although there are some inquiries in the market, the target price continues to be low. Suppliers can only receive customer orders if they sell at a loss. As the consumer market demand is still weak, it is expected that this situation is difficult to ease recently. We need to continue to wait and see the condition of the manufacture inventory and customer demand.

Nand Flash: Cypress and Kioxia, the Nand Flash market supply is sufficient, the demand is weak, the price has dropped slightly. For Winbond and Macronix, supply is abundant, demand is weak and prices are down slightly. For Micron, 1Gb is about US$0.95 and 2Gb is about US$1.00. Our company has a 4Gb industrial MT29F4G01ABBFDWB-IT:F, which has a good price. Customers with requirements are welcome to discuss in detail.

Nor Flash: Cypress, part of the MPN has recently arrived and the price tends to be normal, but the price of the part of which is out of stock is still on the high side in the market. In terms of Winbond and Macronix, the supply of general MPN is sufficient. Under the current market downward state, most customers are still based on inquiries and placing orders cautiously. For Micron, 512MB and 1GB, the agent feedback that the shortage has eased slightly, and a small amount of goods have arrived in succession. The supply of 128MB and 256MB is still tight, and the price remains high, of which the two are most out of stock, MT25QL128ABA1ESE-0SIT, MT25QU128ABA1ESE-0SIT.

EMMC: EMMC is relatively stable, compared with other products, the price of which, falling slowly and fluctuating slightly. The price of Samsung EMMC 4GB is about us$1.80, the market price of 8GB is about us$2.30, the market price of 16GB is about us$3.30, and the market price of 32GB is about us$4.30. 32GB is the biggest drop recently, and the price has been lower than the previous historical low of us$4.70. As the demand is mostly concentrated in the small capacity of 8GB, the price of 8GB often fluctuates slightly with the demand, and the demand for other capacity is very slow. In terms of Kioxia, the price of EMMC continues to fall, and it is expected that there is little possibility of price rise in the future. For Micron, EMMC has arrived in succession. At present, there is no shortage of supply, but the price is still high compared with before. The market price of 4GB is about us$5.50, and the market price of 8GB is about us $9.00.

ModuleThe price of module has fallen slowly recently. Due to the continued weak demand for PC and notebook terminals, the spot demand in the market is also relatively small. The target price of customer inquiry continues to be low, making it very difficult to receive orders. Some spot traders were forced to reduce prices and sell at a loss due to heavy inventory pressure. The spot market price of PC 8GB is about us$23, the market price of 16GB is about us$48, and the market price of 32GB is about us$99. Recently, the price of DDR5 memory module has also been reduced by the market, and the market demand has gradually decreased. The demand for servers is still very weak, coupled with the backlog of orders for servers before, which has led to the recent increase in inventory pressure. Although suppliers take the initiative to reduce prices, customers are still unwilling to buy, and clients are still in a bearish state. Recently, it is recommended to focus on case to case.

SSDSSD has less market demand recently, and the overall price has continued to fall, with supply exceeding demand. In particular, the price of consumer SSD continued to fall, leading to spot traders in the market only daring to buy case to case and unwilling to prepare any more. At present, the price of both consumer SSD and enterprise SSD has fallen to a very low point, but customers are still bearish on the future market, and their willingness to buy goods is very poor. Spot traders in the market have also reduced prices to sell inventory, but there are few transactions. The market demand is very low, and it is better to wait and see recently.

Average market price details are listed in the following table.

Pls take as a reference of below 4 tables

Table1-Dram spot price

 

Table2-NAND Flash spot price

 

Table3-Memory module spot price

Table4-SSD spot price

CPU

As the end of the second quarter, overall, the Intel demand is relatively weak. No matter for the popular parts or the shortage parts, demand dropped a lot. Customer can’t accept the high price any more, and most of the customers keep attitude as wait and to see, due to their demand is not so urgent.  

IOTG: At present, the most popular and most shortage products in Intel are the IOTG series products, including embedded CPU, Lan Chip, and Ethernet Controller. The lead time from Intel is longer and longer, hard to see any delivery from Intel, only can wait for the incoming stocks. The official price has been raised up 15% in May, mainly for the lan chips. I210series still be the hot parts, but the market price is obviously dropped, due to the poor demand and suppliers who have many stocks are willing to clear the stocks. But recently the price of I211AT is still raise up from US$6.5 to US$9.5 and now is still in raising. For the item I210AT, recently we can see some demands, but the target price is nearly US$33, this target price is lower than the market price, the price of full original sealed parts is US$38.0 around; For the item I210IS, the price is keep stable at around US$70.0, but the stocks is not too much, if you have demand please talk with us to try some business; for the item I210IT, after facing the fake goods the market price was fell all the way, although it is still in shortage, but customer accept price is not so high.  The price of I350AM4 is also dropped a lot, from US$400+ to US$110, the price of this item is the most obvious decline. The previous price was too high and some big customers changed to other MPNs, so the demand was weakened and the price dropped.  The price of FTXL710 series has also dropped sharply, showing a straight downward trend, and we can see that many OEM customers can get the stocks from INTEL. It is not easy to make a conclusion as to what the status will be in the future. The trend of this Ethernet controller in this year is a little hard to guess. For Chipset series, like Q170, QM170, are still out of stock, FD and other reliable vendor side can’t see any goods, Intel also have less stocks come out so that the price has risen wave after wave. For H110 there is not much demand recently, so the price has dropped slightly. Currently, the market price is around US$30. The supply of other chipsets H310, H310C, H410, H510 is relatively stable at present, and the price also tends to be stable.

PC CPU: The overall market demand is relatively weak. Whether it is popular CPUs or some old CPUs, the delivery time is relatively stable, and the price is falling all the way. The demand of old CPU as i3-8100, i3-9100, i3-9500, the price also dropped. For i3-6100, recently not see much demand, but can see some stocks in market, but the price is still not low at US$100 around. Celeron series CPU G3900, G5400, G5400T are still the hot spots of low-end series due to the original factory supply is less and it cause the price remains high. The price of G5400 have dropped from US$70 to US$50 around, also the demand is not so strong.

Server CPU: In general, the supply of the server market is relatively stable. The mainstream models 4210, 4210R, and 4240, are relatively stable at present, and the prices have dropped slightly and gradually stabilized. Recently also can see more stock of ice lake series items, the demand is not too much. Several popular models are still out of stock such as D-1527, E2176G, etc. XEON-D series CPUs have always been out of stock because of the original factory shipments are very less. Most the general agent hardly get any goods, so in the customer side the gap is getting more serious, and the price of the goods has doubled several times.

Mobile CPU: The supply of the 11th generation CPU trends to be stable, many source have stocks. For the mobile CPU Tiger Lake series, we can see much more stocks come out, but the demand is very weak, so leads to many excess want to sell from OEM side. However, the supply of some old notebook CPUs is tight, and the original factory does not accept new orders, which in turn causes some IPC customers to keep looking for goods outside, mainly focusing on the 6th, 7th, and 8th generations. For example as I3-6100U, I5-7200U, i5-8250U, i5-8350U, i7-8550U these are in long-term demand seen from the customer side. Partners who have goods can give us a quotation. Low-end series notebook CPUs, such as N4000, N4020, N4200, have not seen much demand recently and are relatively quiet.

 

H D D

1. Year 2022 quarter 2 have passed half, overall the demand of HDD is relatively weak compared with last year, and the price of enterprise HDD raised up a bit due to the raw material shortages. Shipments in the second quarter are significantly behind the first quarter, on the one hand, the traditional off-season, and on the other hand, the overall demand in the server market is weak and relatively quiet.

2. From the perspective of the supply side, the current supply of enterprise HDD tends to be stable, and some large-capacity HDD are available in stock, but 10TB is still relatively tight compared to other capacities. Small-capacity 1TB and 2TB products are slowly arriving, and the original delivery time has eased a little. Customers who have long-term demands can arrange orders.

3. The most shipments of HDD is still concentrated in the large-capacity enterprise level, especially 12TB, 16TB & 18TB. The price has dropped slightly. The shipping price of 16TB is about US$255, and the shipping price of 18TB is about US$285. There are also more shipments of other capacities below 10TB, such as 4TB, 6TB, and 8TB are being shipped one after another. Colleagues in need can discuss in detail.

If you want to have business with us, please contact our disty sales:

Mr. Zhang

86-183 6275 0919    Jerry.zhang@quiksol.com.cn

Ms. Yang

86-180 5109 2629    Jenny.yang@quiksol.com.cn

Ms. Yao

86-135 1055 9053     Fiona.Yao@quiksol.com.cn

 

If you want to communicate with professional buyers, please contact to:

Memory@quiksol.com.cn

CPU@quiksol.com.cn

HDD@quiksol.com.cn

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