According to the industry, Samsung Electronics is considering increasing the quotations of its own-brand SSD products from the first quarter of 2022. At the same time, some brand suppliers have reduced their prices by nearly as much as possible in order to attract more orders when terminal demand is sluggish. 10%, leading to mixed market sentiment.

According to the “Electronic Times” report, sources said that Samsung’s factory in Xi’an, China, may reduce its NAND flash memory output by 40% due to the city’s tightening of epidemic control, which may directly damage its consumer SSD and universal flash memory (UFS). The assembly of the equipment has prompted Samsung to consider increasing its SSD offer.

Another memory giant Micron Technology also announced that due to Xi'an's stricter epidemic prevention and control measures, its DRAM packaging and testing capacity in the city has decreased, which will affect its shipments to DRAM customers. Micron has asked its global supply partners to help meet the needs of DRAM customers.

Sources said that the production cuts of the world's two major memory suppliers were originally expected to prevent the price of memory chips from falling, if it did not push up their quotations. However, under the current sluggish market demand, some memory module brand suppliers have lowered their prices for SSDs by 3-5 yuan per unit in January to attract more orders from Chinese customers, especially distributors there.

Nevertheless, the source said that if Samsung raises SSD prices as reported in the report, it is expected that this segment will see a wave of price increases in the first quarter of 2022, and added that the price trend of SSDs may change in mid-January. To make it clearer, brand suppliers in the United States and Europe are expected to gradually resume purchasing after the holiday.

With the supply variables brought about by Xi’an epidemic control, memory supply chain participants believe that the price of DRAM in the first quarter of 2022 will have more positive changes than the price of NAND flash memory chips, but long-term control may also shrink NAND flash memory. The decline.