Contract Prices of NAND Flash Products to Drop 10% in 1Q19

Discussion in 'HardForum Tech News' started by cageymaru, Dec 18, 2018.

  1. cageymaru

    cageymaru [H]ard|News

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    DRAMeXchange is reporting that the bit output from the NAND Flash industry is higher than expected as yields for 64-layer 3D NAND production has remained steady through 2018. NAND Flash demand has remained sluggish as the shortage of Intel CPUs continues, lower-than-expected iPhone sales and the specter of a trade war that is leaving a dark cloud over the tech industry. This set of circumstances is expected to cause a 10% drop in the contract prices of NAND Flash products in 1Q19.

    Client SSD contract prices are predicted to fall 10% in 1Q19 as global notebook shipments during the same period are expected to decrease by 15% QoQ. This is despite the increasing SSD adoption rate in the PC market and upgrades. The Enterprise SSD market is expected to continue the same trend as strong competition in the sector has driven prices lower. Even the eMMC/UFS sector is expected to see a 10% contract price drop as Chinese smartphone manufacturers struggle to burn through the excess inventory.

    With regard to the demand in channel market, module makers have abundant supply this year, but as the NAND Flash prices continue to fall, module makers need to clear their inventories at the end of each month to cut loss. They even have to sell defective products to keep profitability, which is rather disruptive in the market. While major NAND Flash suppliers make a good profit this year, module makers are struggling with the worsening profitability. Looking ahead, the market situation is highly likely to remain tough for module makers in 1H19.
     
  2. nutzo

    nutzo [H]ardness Supreme

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    Sounds like good news to me.

    The lower the SSD prices, the easier it is for me to justify replacing the old spinner around the office.

    I've already upgraded most of the laptops, and I'm working on the desktops and the servers.

    Laptops/desktops are easy with the current pricing, but replacing 4TB drives in the servers is still a significant expense.
     
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  3. katanaD

    katanaD 2[H]4U

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    WHAT?!?!?!?!?

    :confused::eek:
     
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  4. cageymaru

    cageymaru [H]ard|News

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    I was hoping that someone would read that! Why are they selling defective drives? Ha ha ha!
     
  5. Chimpee

    Chimpee [H]ard|Gawd

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    Good, I want my 1TB NVME m.2 to hit in the low hundred.
     
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  6. Design1stcode2nd

    Design1stcode2nd Gawd

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    I bought my son a MX500 500gb drive earlier this year for around $125 I think and just got my daughter a 500gb 860evo for $60. I remember paying over $200 for a 960gb a while ago, I am hoping when I build in 6-8 months the prices on NVME are good. I just need fast RAM to drop as well.
     
  7. CombatChrisNC

    CombatChrisNC [H]ard|Gawd

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    I think that's already happened.

    I can't provide a link right now or anything, but I think it's close.

    Anyone willing to bet we'll see ~$90-110 2TB M.2 drives before the end of 2019?
     
  8. Chimpee

    Chimpee [H]ard|Gawd

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    I see some NVME 1 TB for around $150 from HP, but looking to see Samsung NVME to hit around $150 as well.
     
  9. CombatChrisNC

    CombatChrisNC [H]ard|Gawd

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    Check camelcamelcamel for historical black Friday/cyber Monday pricing.
     
  10. steakman1971

    steakman1971 2[H]4U

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    Good news to me. I'm keeping my eyes open for an m.2. I bought a Samsung 1TB SSD from either Walmart or Amazon around black Friday - it was much cheaper than normal. It's still sitting in the box. I'm acquiring components for my new system build.
    I got a Corsair 750GT case for $18 at an auction, 750 watt Corsair PSU (around Black Friday) and the SSD. Just need the rest...bring the price drops.
     
  11. elation

    elation Gawd

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    This news coupled with Zen 2 release sounds promising. 2019 is looking like the year to finally build out a new system!
     
  12. /dev/null

    /dev/null [H]ardForum Junkie

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    I rememer paying over $125'ish for 64GB ocz drives (most of which still work)...
     
  13. nightanole

    nightanole [H]ard|Gawd

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    Has anyone seen this new dumpster fire called micron stock? Rev was down almost 10%, the only way they kept profit per share was the buy back.