三星小容量eMMC

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存储又双叒涨价了,这次啥情况?
芯世相· 2025-05-15 07:12
Core Viewpoint - The storage chip market is experiencing significant price increases, particularly for DDR4 and Samsung's small-capacity eMMC chips, with prices reportedly doubling in less than two months [3][11]. Group 1: Current Price Trends - The most notable price increases are observed in DDR4 and Samsung's small-capacity eMMC chips [3]. - Samsung's 8GB eMMC chip price rose from approximately $1.9 in early March to around $3.65-$3.8 currently, marking a substantial increase [8]. - DDR4 prices have also surged, with an 8GB DDR4 chip increasing from $1.15-$1.25 in late 2022 to $3.00 now, reflecting a significant rise [10]. Group 2: Price Increase Timeline - Samsung's small-capacity eMMC began to show price increases after October 2022, with a notable spike post-Chinese New Year [8]. - DDR4 prices remained low in November and December 2022 but began to rise sharply in February and March 2023, continuing to increase thereafter [9]. Group 3: Reasons for Price Increases - The price surge for eMMC is primarily driven by Samsung's announcement of potential production halts for MLC NAND, leading to increased demand from manufacturers [11]. - For DDR4, speculation about the major manufacturers (Samsung, SK Hynix, Micron) ceasing production by 2025 has fueled price increases, compounded by supply reductions and market speculation [12][13]. - Reports of manufacturers notifying clients about DDR4 production halts have further intensified the price hikes, despite some denials from Samsung [13]. Group 4: Market Outlook - The overall market for storage chips is showing signs of recovery, with consistent price increases and positive news from manufacturers regarding DRAM and NAND [13].