In order to increase the storage capacity of high-end and high-end smartphones, suppliers have stepped up their price adjustment on high-capacity UFS (128GB/256GB) to attract original models with 64GB/128GB eMMC/UFS to increase memory capacity. In fact, the contract price of eMMC fell by 0% to 5% in the second quarter, while the UFS decreased by 5% to 15%.
Looking at the price trend of eMMC/UFS in the third quarter, the total supply of NAND Flash will be higher than the second quarter. The demand side will have the advent of the traditional peak season and the demand for new Apple machines. Therefore, it is expected that the price decline will converge to 5%. Within. As for the price trend in the fourth quarter, we still maintain the view that the price is stable, but the price shocks need to further observe the sales status of the Apple iPhone.
According to product trends, the Semiconductor Research Center of Chiangbang Consulting has analyzed that chip makers such as Qualcomm and MediaTek have all supported UFS at the mid-end and above. APs also include Samsung, SK Hynix, Toshiba, and Micron. Therefore, high-end mobile phones have UFS memory will grow further, but the penetration rate of UFS memory in mid-range or mid-range phones is still insufficient.
At present, eMCP is used in mid-range handsets, and the speed of uMCP to replace eMCP is the focus of observation. However, due to uncertain demand, AP vendors promote negative attitudes, support is still insufficient, and users have little experience with the difference in specifications. The willingness of mobile phone OEMs to convert to uMCP specifications is not high.
However, as major manufacturers are actively deploying 5G technology, which will increase the demand for mobile phone product performance, more AP products will be added to support uMCP in the second half of the year, and some will also be applied to mid-range models.