Samsung price increases 25%!
According to Korean media quoted people who have not been known as the industry, due to strong demand, Samsung Electronics will raise the price of SSD in the second quarter to up to 25%.It is reported that the commercial solid -state hard drive (SSD) has fallen into a shortage in the past two weeks. Samsung originally only intends to increase the commercial SSD quotation by about 15%, but the constant emergence of demand is unexpected, allowing Samsung SSD quotes increased by 20 ~ 25%, reversing the decline in 2023. Samsung's share in the commercial SSD market is about 50%, which has a significant influence on price decisions.
The main reason for the price increase is that SSD is being robbed. Because Nvidia, Tesla and other global science and technology giants strive to develop AI, it has prompted large factories such as Dell and Hewlett -Packard to actively buy SSDs.
"In order to expand the storage capacity, the server company ordered SSD. Recently, related orders have increased significantly, and some products have even been in short supply." Some people in the semiconductor industry said.
Although the demand for SSD has increased, the production and key parts NAND FLASH reduced production in the early stage, which led to the tightening of SSD supply at this stage, and also allowed customers to accept the price increase requirements mentioned by memory manufacturers, driving SSD prices to rise in 2 seasons, and Q2 (2024 (2024 in 2024 (2024 (2024 in 2024 April-June) may continue to rise. From January to March 2024, SSD pointer products TLC 256GB wholesale price (large transaction price) was about $ 28.5 per unit, an increase of 12%from the previous season (1023). Taiwan 53.5 US dollars, an increase of 10%from the previous quarter. The price has risen in the second quarter of consecutive quarters, and the increase has expanded from the previous season (about 9%). The wholesale price of SSD is finalized every season of memory manufacturers and buyers.
The SSD price has continued to fall for about two years since the fall of 2021. Now the market has returned to war. In order to improve the price increase request of profit -making, memory manufacturers have also been accepted by customers. The person in charge of a PC factory procurement said, "Because each memory manufacturer is in loss, the price increase is understandable."
According to the cadres of the Japanese electronic product business company, "compared with the summer before the price fall, the price of SSD is still at a very low level. Memory manufacturers need to continue to improve their profits."
Everbright Securities reported on March 31 that as of the fourth quarter of 2023, the original profits had improved very considerable improvements, and individual companies even began to restore profit. After the experience of the first quarter of 2024, it is expected that the profit margin of most companies will be comprehensively and effective.
The report of Soochow Securities on March 29 pointed out that the storage sector quotation was reviewed and found that the "elasticity of price increases" and "localization" were clear: on the one hand, the performance was redeemed in April, and the module factories attached importance to the module factory based on the low strategic low strategic low strategic low. Price library price increase brings profit scissors. On the other hand, the demand for enterprise -level SSDs is strong. The domestic core module factories have verified the downstream customers in 2023. In 2024, they entered the order harvest period and have the opportunity of curve overtaking.
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