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The short-term storage market is in trouble. The original factory is optimistic about the recovery of demand in 2021 and has taken precautions

November 18, 2020

After the price of storage products increased significantly in September and October, the price rise slowed down significantly from the end of October, and some products even slightly decreased in November. In the past half a month, the consumer NAND flash composite price index has declined by 4%. At present, the mainstream industry market SSD and memory module prices are generally stable.

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Source: China flash market, as of November 12


Facing the market situation in the fourth quarter, the original manufacturers such as Samsung, micron, western data and SK Hynix are conservative. It is estimated that the demand in the data center will continue to be weak. In the notebook market, due to the shortage of semiconductor components and rising prices, the shipment will decline month on month. In addition, the inventory level continues to be high. It is estimated that the short-term NAND flash price will have downward pressure.


However, due to the fact that there is no obvious big supply strategy adjustment in the supply of the original factory, and a certain shipping rhythm and firm Quotation have been maintained, and even the supply of some small capacity resources is tight, the supply and demand sides have been in a game state for a long time, and the transaction is in a dilemma. It is impossible to rule out the possibility of subsequent price decline.


In terms of the current market situation, both DRAM and NAND flash are oversupplied to varying degrees in the short term. However, in the long run, 5g mobile phones drive the demand for mobile storage, server and notebook driven SSD. In 2021, the storage market is expected to gradually resume growth, especially in the second half of the year, there will be opportunities to return to prosperity, and the long-term trend of industrial development remains optimistic. As a result, the original factory has been busy with investment, acquisition, IPO and technical competition.


First of all, in the first half of 2020, Samsung and Kaixia continue to increase investment to improve the output of new NAND flash output. Samsung improves the capacity of China's Xi'an and South Korea's pingze memory factories. Besides the new K1 factory in Iwate county put into operation, Kaixia will also build Fab 7 new factory in 2021. At the same time, Kaixia is also actively preparing for IPO listing. After acquiring Jianxing SSD business, NAND has made new achievements Flash Market hegemony has never stopped.


The next is 3D NAND technology competition. In 2020, Samsung, Jiaxia, western data, SK Hynix, Meguiar, etc. will mainly ship 96 layer 3D NAND, and continuously increase the production proportion of 128 layer 3D NAND. However, after Meguiar announced the mass production of 128 layer 3D NAND in early 2020, it announced to start mass production of the world's first 176 layer 3D NAND in November. 3D NAND technology competition is full of gunpowder.


In addition, the cooperation between Intel and Meguiar has ended, SK Hynix has bought Intel NAND business. Intel will completely withdraw from the competition in NAND flash market. More energy will be focused on the development of 3D xpoint technology, which will cause turbulence in the global NAND flash market pattern. In addition, the complementary advantages of resources generated by the integration of flash and HDD business by western data, the original factory has made a series of actions, It is intended to prepare for a rainy day, waiting for the demand recovery in 2021, and optimistic about the optimistic market prospect in the future.


Huabang power: the revenue in October increased by 60% year on year, and the orders have been fully loaded to Q1 in 2021.

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The revenue of Huabang power in October was 6.865 billion (NT $7.477 billion), 8.19% lower than that in September, but still increased by 58.86% compared with the same period in 2019. The accumulated consolidated revenue from January to October was 47.2 billion yuan, an increase of 16.14% over the same period in 2019.


It was previously reported that because SMIC was subject to a US sales ban, Zhaoyi innova nor flash, originally produced by SMIC international, was also suspended at the same time and transferred to Huabang power station for exclusive supply. In this regard, Huabang power did not further confirm, only said that the recent strong customer pull, so that orders have been fully loaded to the first quarter of 2021.


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