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

cageymaru

Fully [H]
Joined
Apr 10, 2003
Messages
19,989
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.
 

nutzo

Supreme [H]ardness
Joined
Feb 15, 2004
Messages
7,380
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.
 

Chimpee

[H]ard|Gawd
Joined
Jul 6, 2015
Messages
1,606
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.
Good, I want my 1TB NVME m.2 to hit in the low hundred.
 
Joined
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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.
 

CombatChrisNC

[H]ard|Gawd
Joined
Apr 3, 2013
Messages
1,140
Good, I want my 1TB NVME m.2 to hit in the low hundred.
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?
 

Chimpee

[H]ard|Gawd
Joined
Jul 6, 2015
Messages
1,606
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?
I see some NVME 1 TB for around $150 from HP, but looking to see Samsung NVME to hit around $150 as well.
 

steakman1971

2[H]4U
Joined
Nov 22, 2005
Messages
2,433
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.
 

elation

Gawd
Joined
Feb 4, 2003
Messages
792
This news coupled with Zen 2 release sounds promising. 2019 is looking like the year to finally build out a new system!
 

/dev/null

[H]F Junkie
Joined
Mar 31, 2001
Messages
14,844
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.
I rememer paying over $125'ish for 64GB ocz drives (most of which still work)...
 

nightanole

[H]ard|Gawd
Joined
Feb 16, 2003
Messages
2,013
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.
 
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