Market Insight Newsletter of Memory, CPU,HDD--- 17 Jan. 2023

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 Point

1. The price trend of the memory giants would keep up with Samsung.

2. The price and supply of flash memory is relatively stable except for Cypress, which is still in shortage with even more than 52 weeks lead time.

3. The price of Module and SSD plunged to its lowest level. The demand is still weak and hard to make a deal.

4. Ethernet Controller arrival price slow down, previous popular items price dropped a lot.

5. The overall demand for CPU is still low, and the price continues to fall.

6. The overall demand for HDD has declined significantly compared with previous years, and the impact of SSD is relatively large.

 

1. The price trend of the memory giants would keep up with Samsung.

 

DDR4 is still the largest decline among all memory products, especially for 8Gb and 16Gb prices are well below historic lows. It was claimed that the memory giants cutting production in succession besides Samsung who is trying to to increase its market share. Samsung's prices are still falling this month, with DDR4 8Gb currently around US$1.85 and DDR4 4Gb around US$1.20.

Recently, the price of Hynix has caught up with the pace of Samsung. Destocking at the channel end has achieved remarkable results. But the customer demand is sluggish, the target price has fallen to the cost, and the transaction is difficult. Micron has also been cutting prices for DDR4 8Gb and 16Gb, with the 8Gb price catching up with Samsung. DDR3 has relatively small decline for limited production. Customer end paid more attention for the outlook after Chinese Spring Festival with weak demand and market.

 

2. The price and supply of flash memory is relatively stable except for Cypress, which is still in shortage with even more than 52 weeks lead time.

 

The market for Nand flash and Nor flash is quiet this week. Recently we received some inquiries from OEM sides, but price is decisive in this weak market. For Cypress, demand has weaken these days. As the Cypress system integration problem has not been completely improved, the order is greatly affected. It is said that some orders even delayed over 52 weeks. For MXIC and Winbond, the industry pointed out that the demand is expected to warm up in Q2. Recently, demand seems to have increased, and we can pay more attention to the terminal production scheduling plan.

 

3. The price of Module and SSD plunged to its lowest level. The demand is still weak and hard to make a deal.


Module and SSD prices are inching down. Vendors have been trying to run out of their inventory over the past whole year and now their inventory level is limited. But some PC manufactures inventory level is still high, and market demand continues to be weak, so the target price is lower and lower. DDR5 module prices fell deeply, and close to DDR4 modules. Now the demand for DDR5 module picked up and its penetration rate expected to have a great improvement. Overall sales of SSD products are not good, and many factories closed before the Spring Festival holiday, so demand has not been released. Consumer and enterprise SSDS are still falling in price, and the decline is widening. Demand is weak and hard to make a deal. We hope the demand for sever module to pick up in the Q2 of 2023.

 

4. Ethernet Controller arrival price slow down, previous popular items price dropped a lot.

 

IOTG: 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 production of WGI211AT has been EOL and the final shipment time has passed. The market price has changed from more than US$14 at the highest time to less than US$5.0 at present. NHI350AM4 this one is also from the highest time of US$130 to the current US$30.

 

5. The overall demand for CPU is still low, and the price continues to fall.

 

PC CPU: The overall market demand is relatively weak. The PC CPU is in a loss state when shipping to customer. 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 i3-6100, i3-8100, i3-9100, i3-9500, the demand was dropped and the price also fell down. For the Celeron series and Pentium series low end CPU, G3900,J1800, J1900, N4200 parts, the demand was also very weak, the price dropping to the bottom.

 

Server CPU: In general, the supply of the server market is relatively stable. The mainstream models 4210, 4210R, 4240, 4310 are relatively stable at present, and the prices have dropped slightly and gradually stabilized. Several popular models are still out of stock such as D-1527, E2176G, etc. XEON-D series CPUs have always been out of stock. Some uncommon items of the XEON series also lack of stocks, the lead time from Intel would be very long.

 

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, we can share some stocks from our reliable source, if you have any demand please let us know, thanks.

 

6. The overall demand for HDD has declined significantly compared with previous years, and the impact of SSD is relatively large.

 

In recent years, HDD market has encountered the impact of SSD, in addition to the unit capacity price has a little advantage, performance, volume, energy consumption and other aspects have fallen completely.2022 coupled with the decline in market demand, supply chain shocks and other negative factors, HDD sales have fallen sharply.

From the perspective of the supply side, enterprise-grade HDD remained relatively stable, and large capacity is partially in stock. The overall demand in 2022 is much lower than the previous year, and it is expected that global HDD hard disk sales will continue to decline this year. 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$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. For the Seagate 8TB, 12TB and 16TB capacity HDD, our channel is better and the price is very good, customers with demand are welcome to inquire.

 

 

 

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