According to reports, DRAM prices in the second quarter continued to be affected by China's NDRC, and the current quotations were generally conservative. The price increase was lower than that of other application categories. The embedded memory eMCP was affected by the fall in NAND Flash prices, and the average price dropped around 1%.
According to the report, in the third quarter, with the advent of the traditional peak season, the number of smartphones in production is expected to grow by 5% to 10% from the second quarter. From the perspective of DRAM supply side, affected by the increase in production capacity of SK Hynix and Micron, it is expected to ease the tight supply situation in the third quarter. It is estimated that the third quarter contract price trend is similar to that of the second quarter, and the eMCP price is expected to be flat or Slightly lower.
On the other hand, in order to effectively consume NAND Flash production capacity, mainstream suppliers actively marketed smart phones with large-capacity eMCP and reported favorable prices to attract customers. New products released by Chinese brands Huawei, Xiaomi, OPPO and Vivo in the first half of the year It can be seen that compared with last year's mainstream 64GB+32Gb specifications, brand factories have increased their memory specifications to 128GB+48Gb this year.
The report also pointed out that due to the launch of the new iPhone and Android flagship new aircraft in the second half of the year, it is expected that the proportion of LPDDR4X will increase compared to the first half of the year. Therefore, the price and availability of LPDDR4X may not be optimistic.
