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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. Memory chip prices stopped falling after China Launches Cybersecurity Review Against Micron and Samsung cuts memory chip production.

2. The Flash market is in the downgrade with weak demand.

3. The price of Dram and module has reached stabilization and the market may turn around.

4. The demand for Intel LAN chips is low, and the price is presently inverted down.

5. The CPU inventory is overstocked and most of the OEMs are dumping CPU products.

6. The overall supply of Intel server CPUs is stable, and the demand for some parts has increased.

7. HDD shipments showed an overall downward trend, with the main shipments concentrated in enterprise-level large-capacity hard disks.

1. Memory chip prices stopped falling after China Launches Cybersecurity Review Against Micron and Samsung cuts memory chip production.

China's cyberspace authority is commencing a review of products sold in the Chinese market by Micron to ensure supply chain security for key information infrastructure and to ward off cybersecurity risks. According to the upstream channel news: Micron shipment has not been affected, and the subsequent impact of this is not clear at present. The concern among industry insiders is whether our national brands will be the ultimate beneficiaries. But given the low market share of domestic memory chips, it is also possible that Japanese and South Korean memory chips will be the ultimate beneficiaries. And the industry giant Samsung announced production cuts this month, which is a positive for the storage market after more than a year of downward trends. Samsung is said to have stopped underpricing and limiting shipments and may raise prices next month. At present, consumer demand is still not good, but the demand for data centers, the Internet of things, AI artificial intelligence and other demand picked up slightly. The small rise may have prompted traders to stock up, but whether prices can really stop falling still depends on market demand, and temporary fluctuations do not mean that demand really improves.

2. The Flash market is in the downgrade with weak demand.

The key consumer markets of PCS, smartphones and servers have yet to see a significant recovery in demand. Flash memory prices have no further to fall. For Kioxia and SkyHigh, Nand Flash prices began to stabilize in Q2, but demand remained weak. For Cypress Nor Flash, demand is focused on automotive and small capacity chips. Winbond, general 128M price has fallen to $0.30, but demand is not improving. MXIC price is still stable slightly down.

3. The price of Dram and module has reached stabilization and the market may turn around.

Recently, the original storage factory tried to raise the price, but from the perspective of the transaction price, the market acceptance is not high, so the price is still stable. The depressed market still needs to wait for the big demand drive. As Samsung, Micron and Hynix cut production, DRAM prices have rebounded slightly recently. But the actual transaction price did not rise, and the effect of the production cut is not obvious in the short term. It's still a buyer's market. Currently the price of major memory brands is similar, with DDR3 priced around US$0.95 for 2Gb and US$1.05 for 4Gb. Manufactures are still under inventory pressure, and their willingness to sell is strong. Prices have reached the point where they cannot fall, but it is doubtful whether they will find a bottom.

In terms of memory modules, there is a shortage of PC modules and DDR5 modules. Due to the continuous decline in the market, traders have been more conservative in the past year, resulting in most of the inventory backlog in the original factory upstream. Recently, due to the emergence of some demand, the market spot inventory prices pulled up, which is rare in the year-long down market. Due to the manufacturer's reasons, many orders for DDR5 memory modules have been delayed, causing a shortage in the market and pushing up the market price. But whether there is a real upturn depends on real demand.

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 1 year, 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 items 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 in a state of loss-making shipments, whether it is a mainstream model CPU or some old models of CPU, the price has been falling. Server CPU prices are also falling all the way down, there are some Stockholders who are clearing inventory. Overall, from last year to this year, many factories have 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. The overall supply of Intel server CPUs is stable, and the demand for some parts has increased.

Recently we can see that the demand for the server CPU has increased recently, but the actual order rate is still very low. In general, the supply of the server market is relatively stable. The mainstream models 4210, 4210R, are relatively stable at present, and the prices have dropped slightly and gradually stabilized. Several popular models are still out of stock such as 4310, 4316, 4314, D-1527, E2176, E2124G D-1527, E2176G, etc. XEON-D series CPUs have always been out of stock. Some uncommon items of the XEON series also lack stocks, the lead time from Intel would be very long.

7. HDD shipments showed an overall downward trend, with the main shipments concentrated in enterprise-level large-capacity hard disks.

The first quarter of 2023 has passed, and from the overall of the 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 shipment 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. Colleagues in need can discuss in detail. Seagate 8TB, 12TB and 16TB capacity HDD, we have good channels, sufficient supply, beautiful price, customers with demand welcome to inquire.

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Mr. Zhang

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

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86-180 5109 2629   Fiona.Yao@quiksol.com.cn

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

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