12-04-2017, 10:59 PM
https://press.trendforce.com/press/20171120-3024.html
Quote:DRAMeXchange, a division of TrendForce, reports a growing demand for NAND Flash under the influence of traditional peak season and increasing demand for smartphones and SSD from servers and data centers. The gap between supply and demand is larger compared with the previous quarter. However, the contract price of all product lines increased no more than 0-6% in this third quarter after a long period of continuous price increase, and the current price is approaching the highest level that OEM factories can afford.
As for Q4, the market demand is expected to increase slower except for smartphones’ surging demand. In addition, the price is expected to remain the same or have only slight rise since 64/72-layer 3D-NAND devices have been put into mass production and applied to SSD product lines, gradually driving the market towards a balance between supply and demand. NAND flash manufacturers are expected to maintain their high revenue in the fourth quarter as the prices are still high. But the market is expected to turn to oversupply in 2018, as the 64/72-layer 3D-NAND development matures and brings an off-season in the first half of the year.