DRAM
Weak smartphone market and Server RDIMM demand reduced in this quarter
RDIMM demand is strong this year, but the RDIMM price might decline around high single-digit in this quarter, and it could be lower as US Datacenter is requesting more price cut with relatedly high inventory level and obviously oversupply market situation.
Smartphone Discrete LPDDR4x PoP demand is not good in 3Q20, and the price declined in this quarter.
Moreover, LPDDR4x made xMCP price deduction is significant as well. The customer has high pressure to have a better cost structure due to the serious shipment declined this year.
Channel UDIMM demand is good and the price is stable in this month, some channel distributors have intention to raise the module price in August timeframe.
The Spot 8G DDR4 x8 original component price decline around 8% in this month, it could be lower and not easy to rebound in next month.
NAND
Channel SSD demand back to normal, online education demand boost
Channel SSD demand increased compared with the June timeframe.
However, the selling price is not good, and not easy to raise the price.
In addition, the channel inventory is at a healthy level but has less willing to banking inventory due to weak perspective about the market in the future.
Chromebook demand is good this year and we are expecting demand upside again in this quarter due to the COVID-19 event.
Based on the key component preparation, the shipment quality could be more than double compared with last year, but some component such as CPU, LCD backlight and driver ic seems shortage at the current stage.
In this quarter, eMMC demand increased more than expected, but ASP still declined at high single-digit under the current oversupply market.
The smartphone market stay weak and eSSD overall demand decreased compared with last quarter.
PC OEM cSSD ASP might decline more the expected in this quarter, suppliers are seeking help from PC OEMs to consume more bit.
3Q20 eSSD overall demand declined compared with 2Q20, the ASP also deducted followed with Intel’s price adjust.
LPDDR4x made xMCP ASP declined around 10%, the UFS demand shrank a lot in this quarter, the ASP might decline more than expected because the demand side is requesting a lower price to have better BOM cost structure.