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每周观察|预计Q3整体DRAM价格季增15%至20%,短期内DDR4仍将供不应求;Q3 NAND Flash价格季增5%至10%
TrendForce集邦· 2025-07-11 03:31
3Q25新旧世代DRAM交替,合约价走势分化,Consumer DDR4将季增逾40% 根据Tr endFor c e集邦咨询最新调查,由于三大DRAM原厂将产能转向高阶产品,并陆续宣布 PC/Se rve r用DDR4以及Mobil e用LPDDR4X进入产品生命周期末期(EOL),引发市场对旧世代 产品积极备货,叠加传统旺季备货动能, 将推升2025年第三季一般型DRAM(Conventional DRAM)价格季增10%至15%,若纳入HBM,整体DRAM涨幅将季增15%至20% 。 点击右边 阅读原文 了解更多详情 预估3Q25 NAND Flash合约价季增5%至10%,手机需求弱抑制eMMC、UFS涨幅 根据Tr endFor c e集邦咨询最新调查,NAND Fl a sh市场历经2025年上半年的减产与库存去化, 供需失衡情况已明显改善。随着原厂转移产能至高毛利产品,市场流通供给量缩减。需求面则 有企业加码AI投资,以及NVIDIA(英伟达)新一代Bl a ckwe ll芯片大量出货支撑。展望第三季 NAND Fl a sh价格走势, 预估平均合约价将季增5%至10%,但eMMC、UFS产品因 ...
NAND价格,大涨
半导体芯闻· 2025-07-09 10:07
Group 1 - The NAND Flash market has seen significant improvement in supply-demand balance due to production cuts and inventory reduction in the first half of 2025, with expectations of a 5% to 10% increase in average contract prices for the third quarter [1] - The client SSD market is expected to grow by 3% to 8% in the third quarter, driven by better-than-expected inventory reduction by OEM/ODM, a wave of upgrades due to Windows 10 support cessation, and demand from new CPU launches [1][2] - The enterprise SSD demand is anticipated to continue growing in the third quarter, supported by increasing orders from North American general server demand and strong orders from first-tier Chinese customers, with contract prices expected to rise by 5% to 10% [2] Group 2 - The mobile device segment, particularly eMMC, is expected to see flat demand in the third quarter due to previously satisfied consumer needs and reduced purchasing power, with contract prices projected to increase by 0% to 5% [2] - UFS market demand remains uncertain, with supply limited due to a focus on high-margin products, leading to a forecasted contract price increase of 0% to 5% in the third quarter [2] - The overall NAND Flash output is declining, and manufacturers are prioritizing high-margin products, which is expected to result in wafer prices increasing by 8% to 13% in the third quarter [3]
集邦咨询:预估三季度NAND Flash平均合约价季增5%至10%
news flash· 2025-07-09 04:25
Core Insights - The NAND Flash market has shown significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025 [1] - Manufacturers are shifting production capacity towards high-margin products, leading to a reduction in market supply [1] - Increased investments in AI by companies and substantial shipments of NVIDIA's new Blackwell chips are driving demand [1] - NAND Flash average contract prices are expected to rise by 5% to 10% in Q3, although eMMC and UFS products may see lower price increases due to uncertain smartphone outlook for the second half of the year [1]
研报 | 预估3Q25 NAND Flash合约价季增5%至10%,手机需求弱抑制eMMC、UFS涨幅
TrendForce集邦· 2025-07-09 04:04
TrendForce集邦咨询表示,Client SSD市场因OEM/ODM上半年去化库存情况优于预期,增强第三季 回补动能。同时Windows 10停止支持、新一代CPU推出引发的换机潮,以及中国DeepSeek一体机热 潮,皆带动Client SSD需求。此外,部分原厂积极推动大容量QLC产品,带动出货规模。综合以上因 素, 预估第三季Client SSD合约价将季增3%至8% 。 今年NVIDIA Blackwell平台出货量逐季升高,且北美地区通用型Server需求正在扩大,中国一线客户 的强劲订单动能可望延续至下半年,将激励第三季Enterprise SSD需求持续成长。然而,因订单增长 过快,部分供应链厂商交货未能跟上,加上原厂于年初下修产能, 第三季Enterprise SSD合约价将 上涨5%至10% 。 July 9, 2025 产业洞察 根据TrendForce集邦咨询最新调查,NAND Flash市场历经2025年上半年的减产与库存去化,供 需失衡情况已明显改善。随着原厂转移产能至高毛利产品,市场流通供给量缩减。需求面则有 企业加码AI投资,以及NVIDIA(英伟达)新一代Blackwel ...
警惕李鬼骗局!有骗子盯上爆火的存储芯片
芯世相· 2025-07-03 05:11
我是芯片超人花姐,入行20年,有50W+芯片行业粉丝。 有很多不方便公开发公众号的, 关于芯片买卖、关于资 源链接等, 我会分享在朋友圈 。 扫码加我本人微信 最近 , 芯片 现货市场 中 最火 的 当属 存储 芯片 。 但是在存储涨价 让 市场 躁动 的 同时 , 骗子 也开始 蠢蠢欲动 。 近期 , 有 芯片 分销商 向 我们 反映 ,自己 遭遇了 一场 芯片 分销 骗局 。 骗子 伪装成 富昌 的 业务 人员 , 以 当下 火热 的 三星 e M M C 芯片 为 饵 进行 钓鱼 , 自己 已 被骗 1 万多 美金 , 在 骗子 想要 再进行1 6 万 美金 的 大额 诈骗 时 , 发现了 端倪 ,避免了更大的损 失。 阅读本文你将了解: 这场骗局是如何发生的,骗子 又是如何 伪装成 知名 芯片 分销商的 ? 类似 的 骗局 还有 哪些 , 我们 又该 如何 防范 ? 注:本文提及的富昌人士为骗子假冒,与真正的富 昌电子( Future Electronics )没有关联。 读者应自行核实相关信息,任何依据本文内 容作出的决策及法律后果,本公司不承担任何法律责 任。 01 发生了什么? 老李所在的公司主 ...
合标产品构成专利侵权?两公司对簿公堂
Nan Fang Du Shi Bao· 2025-07-03 00:29
因两起必要专利纠纷,存储龙头江波龙全资子公司起诉另一家上市存储公司佰维存储。日前,佰维存储 发布关于公司收到《民事起诉状》的自愿性披露公告,披露上述事项。公告显示,两家公司均表态自身 履行作为专利权人的相关义务,但对于在谈判过程中佰维存储一方是否存在过错,双方却各执一词。 两项涉案专利原始申请人 均为诺基亚公司 元预知主张,涉案专利是JEDEC协会制定的eMMC标准的必要专利,所有符合eMMC标准的产品均落入 专利的保护范围,并主张佰维存储未经许可,制造、许诺销售和销售侵害了涉案专利权的产品,金震公 司销售以该产品作为零部件的手机,均构成对涉案专利权的侵犯。 公开信息显示,eMMC标准是一种主要针对手机或平板电脑等产品的内嵌式存储器标准规格。佰维存储 生产的符合该标准的产品缘何构成专利侵权? 北京清汇律师事务所主任沈泳在接受南都湾财社记者采访时对这一问题进行了解答,他表示,"标准可 以理解为同行约定好的技术规矩。例如,不同品牌的充电器,可以相互替换,就是遵循了共同的标 准",而标准必要专利就是实现某一个标准中,必然会使用的专利。 标准是行业或者国家的规定,实行标准而需要付费又是否合理?沈泳指出,这一点在过去曾 ...
Silicon Motion Announces the Addition of Jeffrey Ju as Senior Vice President of Platform & Strategy
Prnewswire· 2025-06-30 22:00
Core Insights - Silicon Motion Technology Corporation has appointed Mr. Jeffrey Ju as Senior Vice President of Platform & Strategy to enhance strategic platform development and ecosystem partnerships [1][2] - Mr. Ju will focus on engaging with top-tier customers in various markets including PC, smartphone, automotive, and server, while also strengthening global R&D capabilities [2][3] - His previous experience includes co-founding ZEKU Technology and significant roles at MediaTek, where he contributed to growing the mobile chipset business to over US$4 billion annually [3] Company Overview - Silicon Motion is a global leader in designing and marketing NAND flash controllers for solid-state storage devices, supplying more SSD controllers than any other company worldwide [4] - The company is the leading merchant supplier of eMMC and UFS embedded storage controllers used in smartphones and IoT devices, and also provides customized high-performance solutions for data centers and automotive applications [4]
中国半导体行业高质量发展创新成果榜单发布
是说芯语· 2025-06-29 13:14
(2025 年 6 月 30 日,北京)—— 中国 IC 独角兽联盟今日正式揭晓 "中国半导体行业高质量发展创新成果征 集" 活动获评榜单,涵盖领军人物、领军企业、优秀解决方案/产品三大类别,全面展现国内集成电路全产业链 的创新实力与发展成果。本次榜单聚焦设计、制造、封装、测试、材料、装备等关键环节,旨在通过标杆示范 推动行业技术突破与生态协同,助力中国半导体产业实现高质量发展。 一、领军人物:技术创新与产业变革的核心驱动力 三、优秀解决方案 / 产品:技术突破与市场落地的双重验证 榜单涵盖十大创新产品与解决方案,覆盖 AI 芯片、存储技术、汽车电子等热门领域,展现技术产业化的深度 融合。 1、北京安声科技有限公司 2024-2025中国智能耳机全链路最佳解决方案--智能耳机全链路 2、江苏神州半导体科技有限公司 榜单评选出十位在技术研发、企业管理与产业协同中表现突出的领军人物,他们凭借前瞻性战略布局与技术突 破,为行业发展注入新动能。 二、领军企业:全产业链协同发展的标杆力量 榜单表彰十家在细分领域具有领先地位的企业,其技术创新与市场表现为行业树立典范。 1、海世高半导体科技(苏州)有限公司 总经理 曹龙吉 ...
国内存储龙头起纠纷,江波龙诉佰维!
是说芯语· 2025-06-25 23:10
Core Viewpoint - The article discusses a patent dispute between two leading companies in the domestic storage industry, Shenzhen Jiangbolong Electronics Co., Ltd. and Shenzhen Baiwei Storage Technology Co., Ltd., highlighting the implications for the industry and the ongoing trends in patent litigation and technology competition [1][2]. Group 1: Patent Dispute Details - Jiangbolong's subsidiary, Yuan Yuzhi Technology, filed a lawsuit against Baiwei Storage for patent infringement, seeking compensation of 1.21685 million yuan [1]. - The patents in question relate to core technologies for eMMC storage devices, originally owned by Nokia and later transferred to Jiangbolong's affiliates [1]. - Baiwei Storage asserts its compliance with FRAND principles during negotiations and claims insufficient legal basis for the lawsuit [1]. Group 2: Financial Impact and Industry Trends - The amount in dispute represents only 0.79% of Baiwei Storage's Q1 2025 revenue of 1.543 billion yuan, indicating a limited immediate financial impact [2]. - The eMMC technology at the center of the dispute is a mainstream solution in the embedded storage market, with Baiwei Storage's revenue in AI edge storage exceeding 1 billion yuan in 2024, reflecting a 294% year-on-year growth [2]. Group 3: Legal Considerations - The case may focus on three key legal issues: whether the implementation of standard-essential patents constitutes infringement, the reasonableness of licensing fees under FRAND principles, and the conditions for applying injunctions [3]. - Baiwei Storage plans to file for a declaration of patent invalidity and continue developing high-end products like LPDDR5X and PCIe5.0 [3].
2025 MWC 上海|德明利交出“国产存储新答卷”
半导体行业观察· 2025-06-20 00:44
公众号记得加星标⭐️,第一时间看推送不会错过。 6月18日,上海世界移动通信大会(MWC 2025)在上海新国际博览中心盛大启幕。德明利 以"智存无界,全栈智能"为主题首秀MWC,携嵌入式存储全栈解决方案亮相,全面展现其在 智能终端、工业控制等领域的深度布局。 AI驱动存储升级,德明利顺势而上 在本届MWC围绕5G、AI+等热点展开的行业对话中,德明利嵌入式销售总监王天益在接受采访时指 出:"AI应用爆发性增长推动存储需求向低能耗、高集成度演进。"这直接带动了如LPDDR、UFS等 嵌入式存储产品的需求激增。这一趋势在德明利的业绩中得到充分体现:公司2024年嵌入式存储业务 实现营收8.43亿元,同比增长高达1730.6%,占公司总营收的17.7%。目前,其嵌入式产品已成功进 入多家知名企业的供应链体系,并在品牌终端和行业客户方面均取得了重要突破。 紧抓需求, 嵌入式存储产品矩阵亮相MWC 展会现场,德明利展示了面向不同应用场景的嵌入式产品: 面向AI终端(如AIPC、AI手机、智能穿戴等),重点展出了高性能、低功耗、大容量的eMMC、 UFS、LPDDR4X/5/5X等嵌入式存储产品,满足移动智能终端的多样 ...