Second quarter eMMC/UFS price drop: Attracting mobile phone manufacturers to use large memory

The TrendForce Storage Research Survey pointed out that although demand for smartphones and notebook computers has improved compared to the first quarter, it is still unable to offset the growth in supply of 3D NAND Flash production capacity and improved yield, making suppliers more competitive. High inventory pressure, had to adjust prices further downwards.

DRAMeXchange pointed out that in order to increase the storage capacity of mid-to-high-end smartphones, suppliers are magnified the price correction rate of high-capacity UFS (128/256GB) to attract the original models equipped with 64/128GB eMMC/UFS to increase the carrying capacity. In terms of terms, the contract price of eMMC fell by 1-5% in the second quarter, and UFS decreased by 5-15%.

According to DRAMeXchange, looking at the third quarter eMMC/UFS price trend, although NAND Flash supply growth will be higher than in the second quarter, but in the traditional peak season of demand and Apple's new machine stocking demand double support, the market supply and demand will remain tight, the price The decline forecast will converge to within 5%. As for the price trend in the fourth quarter, the price stability is still maintained.