MarketInsightNewsletterofMemory,CPU,HDDfromQuiksol-May-23|每日看点

2023-05-19 12:20:20 来源：面包芯语

Dear valued customers and vendors, welcome to the Market Insights-Newsletter from Quiksol that delivers timely and relevant market intelligence reports from the electronics supply chain industry. We hope you could find this Market Insights valuable, and we’d love to get your feedback at Quiksol@quiksol.com.cn

Brands:Micron, Samsung, Hynix, Nanya, Kioxia, MXIC, Winbond, CPU, HDD

1. Samsung, Micron and othermemory manufactures said they would no longer sell chips at low prices thismonth, which is expected to revive the market in the future.

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2. In flash memory, there are plenty of stocks in commonparts and demand is still weak.

3. DDR5 modules are in short supply and spot prices arehigh.

4. The demand for Intel LAN chips is low, and the priceis present inverted down.

5. The CPU inventory is overstocked and most of the OEMsare dumping CPU products.

6.The shortage of GPU, some of the items are snapped upby domestic companies.

7. HDD shipments showed an overall downward trend, withthe main shipments.

1. Samsung, Micron and othermemory manufactures said they would no longer sell chips at low prices thismonth, which is expected to revive the market in the future

Customerinventory levels fell in the first quarter after a series of production cuts bythe memory manufacturers. With memory chips selling almost at cost, severalmajor memory manufactures have taken steps and refused to sell them at lowprices.

At present, for DDR4 8Gb and 16Gb, Hynix has the lowestprice. DDR4 8Gb price is around US$1.5, and DDR4 16Gb price is around US$3.0.The manufacturer has a large inventory and the demand is weak. Samsung and Micron prices are relatively stable. We can see some inquiriesin the market with a very low target price. Transaction is difficult, mostly inthe form of case to case. Demand for memory chips willlikely remain weak in the second quarter, and Nanya predicts DRAM contractprices have a chance to stabilize in the third quarter. Industry insidersbelieve that the rebound time is still unclear, but it is expected that thestorage market will start to pick up in the second half of the year.

2. In flash memory, there areplenty of stocks in common parts and demand is still weak

SSD pricesstill fell this week, but the range began to slow down significantly. Nor Flash is still an oversupply situation and there is roomfor bargaining as inventories remain high. In terms of Nand FlashMicron, 2Gb and 4Gb have inquiries, but there are fewer inquiries for generalmodels. The channel said that the market price competition is fierce, and themarket is mostly based on volume for price. Automotive items are still in shortsupply. EOL parts and low liquidity parts are with limited supply and hard tomake the deals. There is little prospect of Nand pricesfalling in the future, and everyone is waiting for a key boost to demand.

3. DDR5 modules are in shortsupply and spot prices are high

Recently, dueto the appearance of quality problems of DDR5 modules, the market whichoriginally had little inventory was suddenly in short supply. The spot traderstried to raise the price, but the customer could not accept the high price. Current prices for DDR5 and DDR4 UDIMM are at historic lows,prompting demand from customers, which has led to a marked increase in spotprices. But the customer is still unwilling to accept the high price,waiting for the manufacture lead time order. Recently,there has also been a shortage of PC modules, which has led to a slightincrease in spot market prices, but with PC and server demand still weak, it isdifficult to drive prices higher. Server module inventory level is stillhigh, the market is in a depressed state, the price is slow down, the overallmarket situation continues to show a shock trend.

The IOTG product Ethernet Controller which became a hotitem in the past 1 year, has finally been put on hold recently. The goods from Intel manufactory havecome out one after another, the big OEM customers and FDs also have got thegoods ordered before. However, since Intel raised the official price at thebeginning of October, most of the order prices of LAN chips were higher, butthe accepted price of the customers was still very low. Recently, also due to the demand is weak, leading to someof the previous red material items prices have fallen again and again. Theprice of most items from FD side is higher than the market price. For example,the item NHI350AM4, FD channel price is US$30, but the market order price isUS$25 around.

5.The CPU inventory is overstocked and most of the OEMsare dumping CPU products

In terms of CPU, the overall demand is relatively weak,and the PC market is in a loss shipment state. No matter for the mainstream CPUor some old CPU items, the price has been falling all the way. Server CPU prices are also falling all the way down, thereare some Stockholders who are clearing inventory. Overall, from last year to this year, many factories hasoverstock, in order to recover funds, they offered many stocks to the market.For the notebook and embedded CPU, the piece of the market is relativelyslightly active, whether it is EOL or some new popular items, the market hasmany orders. Like i5-1135G7,the customer demand is large, the supply situation is relatively stable, someof the goods are from major OEM manufacturers, the price is relatively betterthan the channel. Affected bythe hot of ChatGPT, some server CPU still out of stocks, such as 6334,6342,ect.

6.The shortage of GPU, some of the items are snapped upby domestic companies

Artificial intelligence has become a hot topic recently. In the trend ofartificial intelligence promoted by ChatGPT, GPU is particularly important forthe whole AI model. As the calculation basis of the whole tide of AI, GPU hasbecome the object of "grabbing" by most Internet companies, mainlyfocusing on items of A100, H100, A800, H800 and so on.

7. HDD shipments showed an overall downward trend, with the main shipmentsconcentrated in enterprise-level large-capacity hard disks

From the current situation in the second quarter, HDD shipments have been showing a downward trend, not only further reducedthan the previous quarter"s shipments, compared with the same period of theprevious year shipments are plummeting, more and more and no one buys. Althoughthere are still some demands in the market, customer TP is generally low, andit is difficult to place orders. Recently the most shipments of HDD are still concentrated in thelarge-capacity enterprise level, especially 12TB, 16TB & 18TB. The price isrelatively stable. The shipping price of 16TB is about US$215, and the shippingprice of 18TB is about US$260. There are also more shipments of othercapacities below 10TB, such as 4TB, 6TB, and 8TB are being shipped one afteranother. Colleagues in need can discuss in detail.

Average market price details are listed inthe following table.

Pls take as a reference of below 7 tables:

Table1-Dram spot price

Table2-NAND Flash spot price

Table3-Memory module spot price （DDR4）

Table4-Memory module spot price （DDR5）

Table5-SSD spot price

Table6-CPU spot price

Table7-HDD spot price

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Mr. Zhang

86-183 6275 0919 Jerry.zhang@quiksol.com.cn