Solid-state drive SSDs have experienced significant price increases in NAND since 2017, and have seen a significant increase in NAND capacity investment and weak demand for consumer products. This has caused seasonal fluctuations. In the first quarter of 2018, the market transmitted audio frequencies. The industry expects that the trend of price decline will continue to In the second quarter, but with the weak SSD prices, it is expected to help NB manufacturers increase the SSD loading rate, and will become the mainstream specification in 2018. In the third quarter, it will be expected that the supply and demand will return to health after the consumer product demand recovers. Water level.
Due to the impact of declining demand for smartphones and tablet PCs in the first quarter, NAND Flash purchase demand has decreased by more than two digits in the traditional off-season. However, in recent years, semiconductor manufacturers have continued to bet resources to expand NAND Flash, and 3D NAND Flash production capacity and yield have continued to increase. The 64/72-layer SSD new products, including SK Hynix, Toshiba, Micron, and Intel, have begun to increase in volume, making the NANDFlash market entering an oversupply situation.
According to the industry, with the overall NAND Flash offer, the first quarter of 2018 fell about 5% to 10% from the fourth quarter of 2017, maintaining the end of the price trend for about a year. It is reported that recently the SSD suppliers are promoting new 64/72-layer 3D-SSD products, and will reduce the price to speed up the introduction of PC OEMs.
With March prices still flat to slightly lower, the industry believes that it will be worthwhile to further observe the price reduction of end products. The willingness of major OEMs to adopt new SSDs and mobile phones with NAND Flash will help increase market penetration and accelerate To increase product capacity, including the SSD price reversal in 2018, the NB market will have an SSD loading rate expected to exceed 50%.
On the other hand, after the contract price of SSD started to decline in the first quarter, it is expected to drive the PC market to adopt SSD mainstream capacity to 256GB. As for the 512GB spec, it will be expected to become the mainstream between 2019 and 2020.
Apacer’s general manager Zhang Jialu also pointed out that since NandFlash prices have risen sharply since the previous year, the price increase has caused customer demand to fall too much, and upstream manufacturers have increased their investment in process, causing oversupply in the near term, but as the market price cuts and 3DTLC output increase, long-term Looking at the market development will be healthy, and the cost is expected to continue to decline, making the trend of adopting SSDs for notebooks and laptops products will become more common. It is optimistic that SSD will continue to be the mainstream of future applications.
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