With the decline in demand brought on by inflation and the develop-up of current market inventories, the predicament in the NAND Flash market in the next 50 % of the year adjusted drastically and turned into an oversupply. expects the deal fall the cost of NAND wafers in the 3rd quarter will grow to 30-35% module brands It is thought that, with the first factory at a breaking rate, the listing in the 2nd 50 % of the 12 months will tactic value cost and the module factories with “deep pockets” will get started to source and make lower-priced shares .
Because of to the sharp correction in the need for smartphones and laptops, current market intake has reduced, fears about inflation have improved and inventory make-up has spread further upstream. The higher year of the NAND Flash sector in the third quarter was not affluent and destocking of the primary factories was stagnant.
With NAND Flash industry transactions frozen, buyers are passive and hold out and NAND producers do not hesitate to sell at rock bottom price ranges. Consequently, TrendForce just lately revised down the agreement price of NAND Flash wafers. %, which doubled to 30-35%, and could be revised by a further 20% in the fourth quarter, which also suggests that the price in the 2nd half of the yr could undergo a significant revision of 50% in contrast to the very first 50 percent of the calendar year. ‘year.
In get to meet the epidemic-pushed electronic transformation demand, the original NAND Flash manufacturing unit has actively expanded creation ability. With the cooling of industry desire, stock tension has reached a significant issue. The unique factory established a breakout selling price in get to get a offer, ensuing in the likelihood of a listing in the next 50 % of the calendar year, thus in sharp drop.
Module makers forecast that with authentic companies releasing much more place to change their pricing, the bargaining power of module suppliers will boost. Providers with extra liquidity are expected to construct very low-priced inventory at the close of the third and fourth quarters.
Phison (8299-TW) thinks that, because of to the construct-up of first manufacturing unit inventories, generation could even decrease in the fourth quarter and the sector could accurate swiftly by that date on the demand side, it is envisioned that the Christmas interval at the finish of the 12 months may well nonetheless be envisioned, and offer and demand from customers will also tend to harmony in the initially half of upcoming year and the marketplace predicament has the chance of returning to a regular stage.
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