Dear valued customers and vendors, welcome to the Market Insights-Newsletter from Quiksol that delivers timely and relevant market intelligence reports about 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
【Hot Spots】
1、DDR3 series from Samsung, Micron and Nanya are close in price and have all reached all-time lows.
3、Module and SSD inventory levels remain high, prices continue to fall, and demand is weak.
4、The demand for Intel Lan chips is low, and the price is present inverted down.
5、The CPU inventory is overstocked and most of the OEMs are dumping CPU products.
6、Intel network card demand is weak, shipments compared to last year significantly reduced.
7、HDD shipments showed an overall downward trend, with the main shipments concentrated in enterprise-level large-capacity hard disks.
1. DDR3 series from Samsung, Micron and Nanya are close in price and have all reached all-time lows
As for DRAM, there was no Indian summer after the Chinese Spring Festival, and demand continued to decline. It still faces a severe imbalance between supply and demand, and prices are expected to stabilize in the second quarter. Demand for consumer products has remained weak recently, most manufacturers tried to raise the offer tentatively due to the strong will on price upturn, but which were remain the falling prices. Prices for Samsung, Micron and Nanya 4Gb DDR3 keep falling down slightly, with prices around $US1.10, well below historic lows. With low inventory levels in the market and some traders starting to stock up, we can continue to pay attention to the trend of it. 2Gb DDR3 market price fluctuates around US$1.00. Compared with 4Gb, 2Gb has no obvious advantage in price, so the demand continues to weaken, and more customers consider using 4Gb capacity. As for Hynix, there are some special prices in the DDR3 market. It is said that DDR3 production is planned to be EOL, and the supply will be reduced in the future. Now that prices are low, we could consider set up some safety inventory.
2. Nor flash manufacturers are bullish on the subsequent market, looking forward to a recovery after bottoming out
For Micron, the supply side feedback of Nor flash demand is still strong, the delivery time has been extended, even more than 40 weeks for some models. But the market side feedback is not so good, customers with demand can talk about it in detail. Windond and MXIC, the price of Nor flash has basically reached the bottom, and it is not expected to be significantly reduced in the future. Manufacturers are optimistic about the subsequent market, and we can properly set up some safety inventory. For Cypress, automotive Nor flash remains in short supply and spot market prices remain high. But common parts are in plentiful supply and prices have come down.
3. Module and SSD inventory levels remain high, prices continue to fall, and demand is weak
As Dram prices continue to fall, module prices continue to fall as well. There is still significant inventory pressure in the first half of the year and upstream supply side have a higher desire to clear their stock. PC module due to the deep decline, the price has been at a very low position, small fluctuations recently, and the demand is weak. As the inventory level of server module is still high, prices continue to fall, demand is very weak, it is difficult to improve in the short term. There is still a price gap between DDR5 module and DDR4 module, but due to low demand, prices are expected to continue to fall. Recently the demand for SSD is very weak, and the price drops slightly. Customers will only place the order according to the actual demand. Low capacity demand is becoming less and less, and demand is gradually shifting to high capacity.
4. The demand for Intel Lan chips is low, and the price is present inverted down
The IOTG product Ethernet Controller which became a hot part in the past 1year, has finally been put on hold recently. The goods from Intel manufactory have come out one after another, the big OEM customers and FDs also have got the goods ordered before. However, since Intel raised the official price at the beginning of October, most of the order prices of Lan chips were higher, but the accepted price of the customers was still very low. Recently also due to the demand is weak, leading to some of the previous red material items prices have fallen again and again. The price of most item from FD side is higher than the market price. For example, the item NHI350AM4, FD channel price is US$28, but the market order price is US$25 around. Recently the shortage item most focus on H510, the normal price of this item is US$21, but now the customer has big quantity demand, so the market price raising up to US$29 even more than that, however the customer TP is keep around US$25.
5. The CPU inventory is overstocked and most of the OEMs are dumping CPU products
In terms of CPU, the overall demand is relatively weak, and the PC market is in a loss shipment state. No matter for the mainstream CPU or some old CPU items, the price has been falling all the way. Server CPU prices are also falling all the way down, there are some Stockholders are clearing inventory. Overall, from last year to this year, many factories has overstock, in order to recover funds, they offered many stocks to the market. For the notebook and embedded CPU, the piece of the market is relatively slightly active, whether it is EOL or some new popular items, the market has many orders. Like i5-1135G7, the customer demand is large, the supply situation is relatively stable, some of the goods are from major OEM manufacturers, the price is relatively better than the channel. However, compared with some old models, such as I5-7200U and I5-7300U, Intel has cancelled the special price of these old items. Moreover, the delivery time of these orders now will be longer, which will take 3-4 weeks, and the price will remain high.
6. Intel network card demand is weak, shipments compared to last year significantly reduced
Intel's network card shipments have been relatively stable in the past two years, and there was a period of out of stock during year 2021 and 2022, such as I350T4V4 and I350T2V2, which are relatively general and conventional models. I350T2V2 was said to be discontinued before, but recently Intel officially announced that it would not be discontinued, and it can continue to be supplied if customers have future demands. In terms of price, from this year's overall market, network card prices are affected by the server market, prices are continuing to fall, and the overall demand is weak, customers is not willing to buying. Anyone who needs this kind of products can talk about it in detail.
7. HDD shipments showed an overall downward trend, with the main shipments concentrated in enterprise-level large-capacity hard disks.
Overall, HDD shipments have been showing a downward trend. From the perspective of the supply side, enterprise-grade HDD remained relatively stable, although the recent enterprise HDD, monitoring HDD, mobile HDD have been shipped, but the most shipments of HDD is still concentrated in the large-capacity enterprise level, especially 12TB, 16TB & 18TB. The price is relatively stable. The shipping price of 16TB is about US$215, and the shipping price of 18TB is about US$260. There are also more shipments of other capacities below 10TB, such as 4TB, 6TB, and 8TB are being shipped one after another.
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