DRAM
Computing and consumer DRAM Spot price raising significantly
The consumer demand increased, especially the demand from wifi6, IP cam, and IoT-related applications.
The insufficient support to the market is quite obvious, 2Gb DDR3 and 4Gb DDR3 demand fulfillment rate is less than 70% this quarter.
As mentioned last month, the consumer DRAM ASP hike this month.
In the spot market, 2Gb DDR3 spot price raised more than 25% and 4Gb DDR3 has more than 35% increased within this month.
The 8Gb DDR4 spot price raised around 10% this month, the actual demand from the market is not outstanding, but the supply is insufficient.
The contract price would increase more than expected this quarter and the following quarters.
The demand from PC and certain US datacenter customers is good and the smartphone demand is relatively strong this quarter.
Both UDIMM and RDIMM contract price may increase close to mid single digit this quarter.
Some customers are willing to take the upside deal this quarter and we could expect another 10%+ ASP up next quarter.
NAND
Channel SSD ASP keeps increasing and OEM client SSD ASP decline less than expected
The PC demand is strong, especially from NB and Chromebook.
The Chromebook shipment could increase more than 40% this year, and NB may remain in strong demand as last year, especially in the 1H21.
As the NB SSD attaching ratio increasing, the SSD demand is stronger than expected.
The client side is requesting more volume support from the suppliers, the client OEM SSD price decline around 5% QoQ this quarter.
The low density cSSD such as 128GB and 256GB ASP declined much less than the high density cSSD.
The Channel market demand is stable, some module houses are willing to bank Raw Nand wafer at the current price.
This month, some lower 256G TLC ASP adjusted to the normal level, and 512G TLC price is relatively stable.
In conclusion, the NAND Flash market is at oversupply at the current stage, but the demand gets improving and the oversupply gap is getting less.