Raise again! Another semiconductor sent a letter to confirm the price increase
Following the price increase of Samsung SSD, Western data has also officially sent a letter to its customers, notifying that the price of NAND flash memory and hard disk products will be adjusted.Western data said that due to the development of artificial intelligence, the demand for large -capacity hard drives continued to increase, and its mechanical hard disk (HDD) and solid -state hard disks (SSDs) both had supply shortages. Moreover, the demand for flash memory products has exceeded expectations, so this quarter will continue to adjust the price of flash memory and hard disk products, and some of these changes will take effect immediately. Western data admits that the product price will be adjusted more frequently according to market changes. Not only that, Western Data also stated that its ability to handle offers outside the plan is quite limited, so any order change needs to be notified in advance.
According to Jibang Consulting TrendForce's expectations, the supply of large-capacity hard disk products may become the main theme of 2024, of which the enterprise-level SSD is expected to rise by 20-25%in the second quarter, and the consumer-level SSD and EMMC/UFS will increase by 10 10 %-15%.
Before the price increase in the western data, Samsung also took the lead in raising the SSD price, raising the SSD price in the second quarter to up to 25%. It is reported that Samsung had only intended to increase the commercial SSD quotation by about 15%, but due to the surge in demand, Samsung decided to expand the increase. It is expected that the commercial SSD quotation will increase by 20 ~ 25%in the second quarter to reverse the decline in 2023. Samsung's share in the commercial SSD market is about 50%, which has a significant influence on price decisions.
The SSD price has continued to fall for about two years since the fall of 2021. Now the market has returned to war. In order to improve the price increase request of profit -making, memory manufacturers have also been accepted by customers.
From January to March 2024, SSD pointer products TLC 256GB wholesale price (large transaction price) was about $ 28.5 per unit, an increase of 12%from the previous season (1023). Taiwan 53.5 US dollars, an increase of 10%from the previous quarter. The price has risen in the second quarter of consecutive quarters, and the increase has expanded from the previous season (about 9%).
According to the cadres of the Japanese electronic product business company, "compared with the summer before the price fall, the price of SSD is still at a very low level. Memory manufacturers need to continue to improve their profits."
In terms of DRAM, Micron has raised Q2 offer to most customers, an increase of more than 20 %. Price negotiations are still in progress. Prior to this, due to the recent Chinese earthquake in China, Micron, Samsung, and SK Hynix have suspended the Q2 contract price negotiations, and then Micron issued prices. The industry believes that the rising demand for earthquakes will affect the second quarter contract price.
