DRAM
The retail market gets better in the May timeframe compared with poor April demand, but the market is not back to normal yet.
Channel suppliers are expecting good demand on June 18th event, we will monitor the influence of this event.
The 8Gbit DDR4 original brand component ASP declined 5% this month and the white brand component reduced around 10% during the same period.
The retailed module price declined more than 10% as well.
Regarding the consumer market, the demand is still weak and the price declined significant.
The market price is much lower than the official offering. 4Gbit DDR3 is lower than $1.5, and some distributors are dumping components at low price.
RDIMM price increased limited this month, some monthly price remained flat in this month due to sufficient supply.
As mentioned last month, the RDIMM supply increasing will be a negative impact on the ASP upturn trend.
In addition, some order cut happened in the 3Q20, including the smartphone and server market.
We are expecting the RDIMM price in 3Q20 might be relatively flat compared with 2Q20, and it could be worse if demand shrinks more serious than the current expectation.
NAND
The smartphone vendor cut some 3Q20 demand, and the additional order cut may occur in the coming month.
The retailed consumer demand is weak and spot eMMC price keeps declining and much lower than the official price, which from the major suppliers.
The channel SSD market demand gets better in May timeframe, but the ASP declined more than 10% this month.
The suppliers are able to fulfill customer demand in this month, and some wafer shipped to the market in this month from the leading supplier since last year.
However, some vendors still insisted on their wafer selling price to module house in 2Q and 3Q timeframe, they like to increase the selling price.
Regarding the OEM SSD market, suppliers are trying to raise the price, but the demand side is expecting to squeeze the price.
We are expecting relatively fat price in the third quarter compared with the second quarter, and ASP could decline if 3Q20 demand weaker than projection.
