For the memory market next year, including South Asia Branch, Powerchip, Winbond and ADATA, it is agreed that DRAM will remain relatively stable next year, but the relative pressure of storage flash memory (NAND Flash) will increase due to increased supply.
Li Peiyu, general manager of South Asia Branch, said that from the supply and demand side analysis of DRAM market conditions, the overall demand, in addition to personal computers affected by Intel processor out of stock variables, the current server, mobile phone market is still very healthy, consumer electronics demand is not bad.
Li Peiyu stressed that the international situation will be the biggest variable in this season and even next year. However, the DRAM supplier side rationally controls the output, and the demand outlook is not pessimistic. It is estimated that the price will not fall sharply next year, and it should show a slow downward trend.
Wei Li Chairman Chen Libai said that DRAM will continue to hold steady due to limited production of major chip makers next year; NAND Flash is not closed by major arms races. It is expected that prices will fall by no less than this year, and NAND Flash upstream manufacturers are expected to have next year. More than half are not profitable.
Zhan Dongyi, general manager of Winbond, also stressed that the expansion of memory applications, with the increase in edge computing requirements, coupled with AI (artificial intelligence) and 5G, to make more products smarter, add dynamism to the memory industry.
However, Shiyan Technology is still conservative. It believes that international variables will increase, DRAM supply will increase, and NAND Flash will increase even more. It is estimated that DRAM will fall by at least 30% and NAND Flash will fall more next year. Therefore, stocking has been greatly reduced to avoid falling prices. risk.
