Over the past month, trading prices of mainstream consumer-grade SSDs and UDIMMs in the channel retail segment have continued to decline. Lacking genuine buying interest, there are currently no signs of stabilization. The pressure of reverse price spreads (where spot prices fall below procurement costs) in the channel market is intensifying. Coupled with the persistent slow decline in low-end channel resources, channel vendors are offering small price concessions to actual order customers to facilitate transactions. This week, UDIMM and channel SSD prices generally continued to fall.
In the OEM SSD segment, prices remain relatively resilient due to high production costs and tight supply of certain QLC resources. Additionally, in the industrial memory module space, some memory vendors have recently engaged in price-cutting behaviors to secure shipments of SODIMMs, and their more competitive low-price advantages are putting increased shipment pressure on other vendors.
On the resource side, the earthquake that occurred yesterday in the Tohoku region of Japan drew widespread industry attention. Kioxia has clearly responded that the buildings and facilities at its Kitakami Plant are undamaged, and production activities at the plant are continuing as usual. Overall, current Flash Wafer spot prices remain high. Since memory vendors have generally accumulated certain inventory levels, they are cautious about procuring new resources unless backed by firm orders.
Recently, retail prices of some mainstream consumer-grade SSDs and UDIMMs in the trading market have continued to fall, and there are currently no signs of stabilization. Even relatively low distressed selling prices have failed to attract genuine buying interest. Some high-capacity products have seen cumulative price drops of several hundred RMB over the past month, further exacerbating the reverse price spread phenomenon in the channel market. As a result, channel customers remain reluctant to build inventory and continue to wait on the sidelines. To secure orders, channel vendors are offering certain price support to customers with actual stocking needs. This week, UDIMM and channel SSD prices generally fell again.
Although NAND resource prices in the trading market have been chaotic recently, with some resource prices still not stabilizing, on the original manufacturer side, only a few original manufacturers have released official list prices so far. Upward pricing pressure is significant, but most prices remain on an upward trend. Notably, the supply of mainstream QLC resources from certain original manufacturers has been nearly halted since the beginning of the year. As inventories are continuously depleted, memory vendors are seeking supply in the spot market to replenish stock, but resource costs remain above $0.20/GB. With memory product production costs staying high and supply of certain resources tight, OEM SSDs are showing stronger price resilience. This week, OEM SSD prices remained unchanged.
Since mid-last month, when a certain original manufacturer announced the complete discontinuation of its MLC NAND products, its overseas customers have been facing a structural supply disruption. These customers are now turning to domestic memory vendors to seek alternative supply, resulting in an increase in overseas order transfers. Based on this, overseas demand for low-capacity embedded eMMC products is relatively stronger. Demand for other products remains largely unchanged. This week, eMMC/UFS and LPDDR4X product prices remained stable.
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