The memory market has been ups and downs in the past two years. Prices have gone up and down. Everyone's life has not been easy. However, in the past year or so, the overall price of the memory market has been declining. Although it is not easy to return to the low point in early 2016. Realistic, but at least it didn’t continue to skyrocket.
Kingston is aggressively bargaining
According to Bopantang statistics, the total shipment volume of the top 11 memory brands in the mainland fell by about 6% month-on-month in August 2018. National channels and e-commerce demand remained average, and prices continued to fall.
Kingston still occupies an absolute market dominance, with monthly shipments of about 5.7 million, a month-on-month increase of about 17%. Later, ADATA and Kintek both declined.
Market insiders said that the current demand for domestic games has begun to decline, and Kingston has begun to cut prices, seriously squeezing other brands. Kingston is likely to continue to be strong in the next few months, suppressing the development and profits of other brands, in order to consolidate its market leadership right.
Judging from the price trend of in Jingdong Mall, the prices of many Kingston products are indeed continuing to decline. For example, the most popular Hackergod DDR4-2400 8GB was as high as 969 yuan from October to November last year, and now it has reached 499 yuan, especially in the past month, it has dropped by 100 yuan.
Although Samsung Electronics , the leader of DRAM memory particles, is unwilling to increase production, the industry situation is general and memory prices are expected to decrease in the fourth quarter of this year.
Samsung believes that memory prices will not drop
Regarding the news that insufficient demand for memory chips may lead to memory price cuts, Kim Qin-nam, Samsung’s CEO in charge of memory chips, foundry and other businesses, said that there will be no major changes in memory demand at the end of this year, and that memory chip demand will continue to be strong in 2019. , denying the possibility of memory chip price cuts from the side.
South Korean media reported that Kim Ki-nam, vice president of Samsung Electronics and CEO of Device Solutions Division, was interviewed by reporters when he attended a company event recently and was asked about the declining demand for memory chips. He said, "At least before the Q4 quarter of this year, the market demand for memory chips will not be high." What big changes will there be? "
So will the strong demand in the memory market in 2019 end? Jin Qinan predicts that memory market demand will remain strong next year. Samsung Electronics’ chip business operating profit reached US$10.2 billion in the second quarter of this year, a year-on-year increase of 44%.
While Samsung denied the decline in memory demand, investment banks such as Goldman Sachs and Stifel Nicolaus warned that the memory chip market would deteriorate into 2019, believing that the fundamental growth of DRAM memory and NAND flash memory was weak. This move caused Micron stock prices to fall continuously. , the stock price fell 12% this week.
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