2018 is a year of rapid growth in 3D NAND production capacity. This is mainly due to the fact that Flash original Samsung, Toshiba, SK Hynix, and Micron have rapidly increased the proportion of 64-layer 3D NAND production, and compared with 2D NAND technology, 64-layer 256Gb and 512Gb Widely used in the market, the price of high-capacity NAND Flash related products continues to decline.
Secondly, Flash original Samsung builds Xi'an Phase II, Toshiba Plus invests in Fab6, SK Hynix builds M15, and Micron expands Fab10's new phase III plant.
At the same time, China’s three major storage bases, Changjiang Storage, Jinhua, Fujian, and Hefei Changxin New Plant will soon be trial production. The NAND Flash capacity competition is imminent, and the subsequent increase in NAND Flash production capacity has also brought certain pressure on the market.
This week (May 8) High-capacity SSD prices continue to decline, Of which 240GB prices fell to 44 dollars, the price has returned to the historical low reached in 2016.
The 480GB price is lowered to $86, and the 120GB price is maintained at about $27.
Although SSD has experienced price increases for some time, with Flash's original NAND Flash technology quickly switching from 2D to 3D, market prices have continued to decline. Currently, SSD has been adjusted back to the price level in the first half of 2016.
It is expected that the follow-up will continue the downward trend, stimulate the overall market demand for SSDs to re-enter the fast-growing channel, and increase the penetration rate of SSDs in the consumer PC market.
