DRAM
US Datacenter demand remained strong and some demand trigged by COVID-19.
We saw some US Datacenter demand increased due to this event, especially Tier2 Datacenter.
The RDIMM price increased more than expected in 2Q20 due to continued strong demand and the supply-constrained.
NB market remained healthy at the current stage, the COVID-19 brought the Work from Home and online class demand.
However, the UDIMM price is increasing in 2Q20 also, but not as much as RDIMM price.
The overall Smartphone market is not well due to COVID-19, even we saw China March sales back to normal.
Smartphone Vendors are lower down the Smartphone Spec. in order to sell more units to remain their shipment target.
PoP and xMCP 2Q20 ASP is not increasing a lot like PC or server market, the weak market status constrained the ASP growth.
For the leading China xMCP customers, their xMCP price in 2Q20 could be flat with 1Q20.
The DRAM Spot market is good in the beginning 10 days, the trading volume is limited after the 2nd week of Mar., the channel market demand is weak and the spot price declined.
The x8 8Gbit DDR4 original component is trading at around $3.68 with 8% increased compared with the end of Feb.
The x8 8Gbit DDR4 white brand component is trading around $3.1 with 30%+ increased compared with the end of Feb.
The x16 4Gbit DDR3 original component price dropped a lot in the 2nd half of March, the consumer demand is weak due to COVID-19 in European and US market.
NAND
The demand for NAND Flash is changing because of the lockdown of COVID-19.
eSSD demand is strong and under shortage condition, the demand is increasing because of COVID-19.
The client OEM SSD price is not increasing as much as previous projection in 2Q20, some vendors’ value PCIe selling price is much lower than the market leader and forced the market leader to adjust their price.
The smartphone market is slow and keeps hearing order cut in 2Q20.
However, Apple still maintains strong component preparation and hasn’t cut orders yet.
The smartphone related memory pricing might increase limited in 2Q20 due to weak demand.
The Channel SSD market demand is poor after the middle of March, the SSD retail market selling price declined in the 2nd half of March.
In addition, the eMMC for consumer market price increased limited due to poor demand in 2Q20.