On August 18, a source broke the news that they had received more accurate news that Samsung had ordered to suspend the quotation of the sixth-generation V-NAND mature process of memory chips, and stop shipments of those below US$1.6. This may mean that the memory chip market is about to usher in a comprehensive price increase.
From the end of 2022, the prices of memory chips and memory chips will drop all the way. Among them, part of the reason is the rise of domestic manufacturers such as Yangtze River Storage, and part of the reason is the serious imbalance between supply and demand in the entire market, with supply far exceeding demand. Thanks to the sharp drop in product prices of upstream manufacturers, consumers can buy two 8GB DDR4 3200 frequency memory sticks for less than 200 yuan during this year’s 618 promotion period, and Yangtze Memory’s 1TB PCIe 3.0 solid-state drive is only It takes over 200 yuan. As for Samsung's flagship 990 Pro solid-state drive, the price of 2TB is below 1,000 yuan, which can be called a cut in half.
However, the sharp drop in the price of memory chips has also had a great impact on manufacturers, and many companies have turned from profits to losses. For example, Hynix, a South Korean memory chip giant, has a total revenue of 40.9 billion yuan in the second quarter of 2023, a year-on-year decrease of 47%, an operating loss of 16.1 billion yuan, and a net loss of 16.7 billion yuan. Renminbi, also turned from profit to loss, with an operating loss rate of 39% and a net loss rate of 41% in the second quarter of 2023. At the same time, Micron Technology suffered another loss from March to May this year. Its chief executive Sanjay Mehrotra predicted: "The supply and demand environment will remain severe for some time".
About Samsung：
Samsung Semiconductor's business aims to achieve excellence as a long life, energy saving and eco-friendly light source supplier in displays and lighting applications. Samsung's advanced semiconductor manufacturing expertise serves as a strong foundation to deliver state-of-the-art LED devices. Samsung offers LED based lighting solutions in the form of back light units in display panels, exterior and dashboard lighting in automotives, lighting packages and engines with and without integrated optics, and drivers.
Samsung related products：
- Accessories
- LED Drivers
- LED Emitters - Infrared, UV, Visible
- LED Lighting - COBs, Engines, Modules, Strips
- LED Lighting - Color
- LED Lighting - White
- Memory
- RF Transceiver Modules and Modems