The second and third quarters are traditional peak seasons, but the price increase of mobile phone memory is limited. This is to a large extent thanks to the strong intervention of the China Development and Reform Commission.
Jibang Consulting estimates that in the second quarter, the average price of independent mobile phone memory chips will only increase by up to 1%, and the increase in the third quarter will be extremely limited, or it will remain stable.
The average price of eMCP integrated mobile phone memory chips will decline by about 1% in the second quarter, and will continue to decline or remain unchanged in the third quarter.
Global smartphone shipments in the third quarter are expected to increase by 5-10% from the previous quarter. Therefore, the demand for memory chips is still very strong. SK hynix and Micron will actively increase the yield and capacity of new processes.
Although memory prices are relatively stable, the cost pressures facing smart phone manufacturers are still relatively large, but in order to stimulate the market, the mobile phone memory capacity is also rising, many thousands of machines are starting to have 4GB or even 6GB of memory.