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Prices for solid-state memory will grow in the third quarter


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 Prices for solid-state memory will grow in the third quarter


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POSTER: computer news   ||    PRICES FOR SOLID-STATE MEMORY WILL GROW IN THE THIRD QUARTER

DATE:2017-08-24

Most experts agree that the shortage of production capacities will keep prices of solid-state memory at a high level until the end of 2017, at least, and TrendForce analysts do not contradict this forecast in their next publication on this topic.  In the second quarter, contract prices for NAND memory grew in a sequential comparison by between 3% and 10%, depending on the type of product, and there are no prerequisites for stopping the growth of memory prices in the third quarter.  The authors of the forecast believe that prices will go down or at least stabilize only in 2018, when production of 64- and 72-layer 3D NAND will be established in sufficient quantities.

Along the way, it is possible to estimate the market share of WDC (SanDisk), which aspires to purchase Toshiba assets.  As early as the first quarter, the alliance of these two manufacturers could receive revenue exceeding the performance of the market leader in the face of Samsung, then in the second quarter the new player could almost equal the South Korean giant.  At least, this alignment is fair in terms of revenue distribution.

Seasonal factors that contribute to the growth of demand for solid-state memory in the third quarter are the emergence of new models of smartphones and an increase in the activity of companies operating data centers, in which increasingly solid-state drives are used.


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 Prices for solid-state memory will grow in the third quarter


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