According to Wall Street news reports, supply chain upstream and downstream leading companies revealed that by samsung and other storage original factory production cuts as well as domestic flash memory leading storage particle production capacity is insufficient, the impact of memory and flash memory components purchasing costs gradually rise.
According to the report, compared with the previous low level, the domestic memory downstream leading flash memory procurement cost has risen by nearly 20%, and the memory procurement cost has risen by about 30%. The ensuing impact, that is, from the fourth quarter of this year, the impact of rising costs of storage components will gradually be transmitted to the consumer side, notebook computers, phones and other end products may face price increases.
Also this morning, @ digital chat station also said in an article, “the upstream engaged in a riotous operation”, and bluntly said that memory and storage “the era of the price of cabbage to the past”. According to him, this means that the starting price of some new flagship models will rise by 300-500 RMB. In addition, @DigitalChat said in response to a comment from a user that “this (memory) bonus is a phase.”
It was previously reported that the Korean media Business Korea had claimed in a report earlier this month, Samsung internally that the current NAND Flash supply price is too low, the company plans to start in the fourth quarter of this year, raise the contract price of NAND Flash products, the rate of increase of more than 10%, is expected to be the fastest this month, the new contract will be the use of the new price.
The new contract is expected to adopt the new price this month at the earliest.
▲ Source: Business Korea
Since the beginning of this year, Samsung has been pursuing a production reduction strategy, Samsung’s wafer production has dropped significantly by 40 percent, the initial production cuts were mainly focused on the DRAM field, and then Samsung began to start to significantly reduce the production of NAND Flash business in the second half of the year, and is now trying to promote the normalization of the price of NAND.
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