Is the era of 1TB for a bargain becoming history? Samsung NAND Flash chips are expected to significantly increase in price.
Are Bargain 1TB Devices Becoming a Thing of the Past? Samsung NAND Flash Chip Prices Expected to Surge
【Mobile China News】On November 2nd, Mobile China noticed that Taiwanese Economic Daily reported that several industry insiders in the semiconductor industry have stated that after Samsung raised the price of NAND Flash chips by 10% to 20% this quarter, it has decided to increase prices by 20% for the first and second quarters of next year, which far exceeds industry expectations.
This is not the first time Samsung has raised the prices of NAND Flash chips. According to China Securities, Samsung recently announced to its related customers that in the fourth quarter of 2023, the estimated contract price increase for MobileDRAM will expand to 11%-25% quarter-on-quarter; for NAND Flash, the UFS4.0 increase is about 2%, while the eMCP and uMCP increases vary, with an average increase of over 20% and a maximum increase of up to 66%.
Industry insiders pointed out that the NAND chip market is currently becoming more active, with customers gradually returning. As the global leader in memory chips, Samsung’s price increase will contribute to the positive development of overall market prices.
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In 2023, with the rise of domestic storage chip manufacturers and factors such as supply-demand imbalance in the industry, the price of storage chips has seen a significant decrease. Therefore, many domestic smartphone manufacturers have started to popularize 24GB of RAM and 1TB of storage this year, such as OnePlus, Redmi, and realme. However, starting from the second half of the year, manufacturers such as Samsung and Hynix have begun to reduce production and raise prices. With the significant reduction in production by major manufacturers, storage chip prices are expected to rise from the fourth quarter of this year to the first half of next year.
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