DRAM
The channel weak demand, the UDIMM price in the channel keeps deducting.
However, the demand remained poor after the price decline, and the weak demand condition may extend to the coming month.
The component demand and price for the consumer market showed the negative signs to the market, the consumer dram ASP is getting lower.
In the Spot market,
In this month, the 8Gbit x8 DDR4 original Brand component declined around 5% and the 8Gbit x8 White Brand component declined more than 8%.
Around the end of this month, the Channel suppliers tend to sell at a lower price to stimulate the demand, but the demand side seems cautious and has less willing to trade.
Suppliers keep converting mobile dram to server DRAM due to the weak smartphone market, the RDIMM supply increasing may cause the demand side inventory increasing and have pressure on price negotiation in 3Q20.
The low-density eMCP price increased more than expected in 2Q20 due to supply constrain, and high-density uMCP demand is poor and limited price increasing.
NAND
The Channel SSD demand remained weak condition and it might not back to normal in May timeframe.
The leading Channel SSD module houses offered a lower price to stimulate the demand, but it didn’t increase the shipment after the price down.
The Nand component sales in April is not good, the price down to the level in Dec. 2019 timeframe.
The consumer eMMC demand is not good as well, the poor TV demand and some low price MLC wafer offered to the market influenced the low-density eMMC price.
The Smartphone market demand changed due to consumption downgrading.
Flagship model sales is getting worse and smartphone vendors are trying to provide lower spec. and lower ASP products to maintain the sales unit.
The consumption of NAND flash will be less due to lower GB content per unit.
The NAND contract price has pressure in 2H20 and the price correction might occur if further smartphone demand cut happened in 3Q20.