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ZAKER Technology news on September 26, TrendForce Consulting released a report that NAND Flash is currently in oversupply, from the second half of the year the buyer focused on destocking and significantly reduced the purchase volume, the seller opened a broken price to consolidate orders, so that the third quarter wafer price fell by 30%-35%, but all kinds of NAND Flash terminal products are still weak, the original inventory has risen sharply, resulting in the fourth quarter NAND Flash price decline expanded to 15%- 20%。
The report pointed out that the vast majority of original NAND Flash product sales will also officially enter a loss before the end of this year, which means that some suppliers are under the pressure of operating losses and may respond to reducing production to reduce losses.
Client SSDs: PC client SSD prices are expected to expand to 15%-20% in the fourth quarter.
Enterprise SSDs: Enterprise SSD prices are expected to decline 15% to 20% quarter-over-quarter in the fourth quarter.
eMMC: eMMC prices are expected to decline by approximately 13%-18% quarter-on-quarter in the fourth quarter.
UFS: UFS prices are expected to decline by about 13%-18% in the fourth quarter and may widen.
NAND Flash wafer: NAND Flash wafer prices are expected to decline by 20%-25% quarter-on-quarter in the fourth quarter.
