TrendForce has released its forecast for the global NAND flash market for the third quarter of this year. Analysts believe that prices for relevant products will either remain unchanged or slightly decrease compared to the second quarter of 2022.
Image Source: Micron
TrendForce estimates that the NAND industry will experience a glut between July and September. This is due to the ongoing pandemic, high inflation and the current geopolitical situation. Against this background, in particular, sales of smartphones have declined. In addition, demand for consumer laptops and Chromebooks equipped with solid state drives has fallen.
In this regard, prices for eMMC and UFS flash modules used in cellular devices, as well as for client SSDs, will decrease by 3-8% in the next quarter compared to the second quarter of this year. However, then the production of solid-state drives will gradually return to previous volumes. So, Kioxia and WDC are increasing the production of NAND-memory month after month.
Image Source: TrendForce
As for enterprise SSDs, orders from large data centers remain stable, and inventory levels are not too high. These factors contribute to sustainable growth, and therefore prices in the third quarter will not change.
In general, TrendForce emphasizes, the cost of NAND flash memory in the world market will decrease by 0-5% in the next quarter of the year.
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