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 find this Market Insights valuable, and we’d love to get your feedback at Contact@quiksol.com.
Brands: Micron, Samsung, Hynix, Nanya, Kioxia, MXIC, Winbond, CPU, HDD
1, This month, the market price continues to rise and the major memory manufacturers announced price increases. The market is expected to rebound soon.
2, Flash manufacturers continue to cut production, and prices have risen significantly.
3, Module and SSD markets began to be active this month, with significant price increases and increased demand.
4, Intel 11th generation notebook CPU demand lower down.
5, Intel Lan chips prices tend to stable, price saving demand becomes more.
6, The server CPU inventory is overstocked and most of the OEMs are clear their stocks.
7, The GPU shortage still go on, the price of some items keep high level.
8, HDD manufacturers continue to increase prices, market inquiries are mainly based on small quantities, the order rate is low.
1, This month, the market price continues to rise and the major memory manufacturers announced price increases. The market is expected to rebound soon.
At the end of the third quarter, after several major storage manufacturers cut production, inventories gradually returned to normal. In particular, Nand Flash, as losses continue to widen, manufacturers further reduce production. The current inventory level is low, so it may be earlier than the DRAM market recovery. Since the price has hit bottom several times this year, this has made spot traders very cautious about stock up. Most people are still waiting to see. The biggest concern in the current industry should be: Will it really rise this time? Will it be short-lived like before? Do we need to stock up? Samsung has recently suspended shipments of many product lines, which has pushed up market prices. Samsung has recently suspended shipments of many product lines, which has pushed up market prices. In terms of Micron, the whole line is bullish, and the market price has been improved, and it is no longer shipped at a low price. DDR3 2Gb market prices fluctuate around US$0.95, DDR3 4Gb market prices fluctuate around US$0.95-0.98. Hynix LPDDR and DDR5 prices have risen, DDR4 and DDR3 have reached the bottom, and there are only a few low prices released in the market.
With the increasing voice of this price increase, the market reaction is more obvious than before, and many channels have begun to stock up. It is said that there will be no previous special prices in the fourth quarter, and it seems to be an appropriate time to stock up in small quantities. In general, the memory market has bottomed out, and a series of actions taken by manufacturers such as production cuts have gradually become effective. Industry insiders are optimistic about the future market, but the final market trend has to rely on demand.
2, Flash manufacturers continue to cut production, and prices have risen significantly.
In terms of NAND Flash, Wafer prices have risen since last month. The effect of major manufacturers to reduce production is obvious. Samsung took the lead in raising Nand Flash prices, and others followed suit. The price of Samsung eMMC has risen significantly this month, and it has stopped quoting prices for some products. Micron Nand flash price increases, and will also affect the price of Nand related products. Kioxia intends to raise prices ahead of Q4 to cut losses. Sky High is similar to Kioxia, but the price hike has been delayed because demand has not yet increased significantly. At present, due to Samsung's further expansion of production cuts, the inventory level is significantly reduced, which is expected to drive Nand Flash to start rising in the fourth quarter.
3, Module and SSD markets began to be active this month, with significant price increases and increased demand.
Recently, the PC and server markets have begun to improve, and demand has increased significantly. The market was coming off rock-bottom levels in August, and since September, upstream offers have increased significantly and prices have continued to rise.
Especially for PC module, manufacturers no longer put low prices to the market, so the market can only buy at high prices. PC and server SSD, manufacturers also clearly announced price increases. Upstream channels are quoted according to the new price, and this new price increase is more than 10%. Inventory on the spot market is limited and only a few low prices are quoted. Some customers have heard the news of the price increase and have begun to stock up, but the current accepted price has not kept up with the new price.
4, Intel 11th generation notebook CPU demand lower down.
After a few years of silence, Intel notebook CPUs are again being snapped up. Because the 11-generation notebook CPU is close to EOL, the subsequent original factory should not receive new delivery orders, so the major manufacturers are grabbing new inventory. The mainstream models of the 11th generation are almost no stocks now, and the prices of goods have risen several waves. Main models focus on i5-1135G7 SRK05, for the other items heard from Intel, that they already shipped some stocks out, such as i3-1115G4, i5-1145G7, i7-1165G7, etc., so the OEM demand was not urgent recently. For the 12th generation CPU, it seems the shipment was more than before, i guess, it should be influenced by the price raising of 11th generation CPU.
5, Intel Lan chips prices tend to stable, price saving demand becomes more.
Intel Lan chips with the big market fluctuations of IC, after 2 years of ups and downs, now tends to be stable, it can be said that the price has fallen to the official price increase before. For example, the common item WGI210AT, the highest price in history is close to US$50, and now the channel price is US$3, which is actually the normal price. Recently, we have also seen that some factory customers have long-term needs, but the price requirements are still relatively high, so we need to constantly communicate with channels and customers to achieve a double win effect.
6, The server CPU inventory is overstocked and most of the OEMs are clear their stocks.
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. From last year to this year as a whole, many factories have a backlog of inventory, and in order to return funds, they are gradually throwing inventory out. For example, 8362,6240, some parts are still in short supply, such as 4310,4310T, and the price of these materials is still at a high level.
7, The GPU shortage still go on, the price of some items keep high level.
Artificial intelligence has become a hot topic in recent years. In the trend of artificial intelligence promoted by ChatGPT, GPU is particularly important for the whole AI model. As the calculation basis of the whole tide of AI, GPU has become the object of "grabbing" by most Internet companies, mainly focusing on items of A100, H100, A800, H800 , and the prices of A100 and A800 have soared a lot in the past two weeks, and the 80G of A800 has been stir-fried from US$8,500 to US$15,800, In just 4 weeks, the price of A800 raised around 40%, some industry insiders said that Nvidia is currently vigorously promoting H800, so it leads the supply tight of A800, resulting in a shortage in the market. Also A30, A40 all becomes shortage, the price keep raising up. RTX4090 as the strongest consumer graphics card price has also risen several waves, the current market price has been more than US$1700, and there are even other spot prices quoted over US$2000. In addition, the price of A5000 and A6000 graphics cards has also increased several times, and the goods are still in short supply. Customers who have demand can order some goods as early as possible and prepare some inventory.
8, HDD manufacturers continue to increase prices, market inquiries are mainly based on small quantities, the order rate is low.
Overall, most of the HDD inquiries in August are mainly small quantities, and they are not mainstream models, so it is difficult to make orders. HDD manufacturers began to raise prices in August, and prices are still rising.Now some large customers are still sweeping goods, however, because the original price is unstable, it is adjusted almost all the time, and the confirmation process of customer’s order takes time, so it is difficult to get order. Recently the most shipments of HDD is still concentrated in the large-capacity enterprise level, especially 12TB, 16TB & 18TB. The shipping price of 16TB is about US$260, and the shipping price of 18TB is about US$280. Other capacities below 10TB are also shipped more, like 4TB, 6TB, and 8TB all being shipped one after another. At present, the price changes rapidly, the original factory will keep increasing the price, please reconfirm the price before placing an order.
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