Flash chip will fall by 30% in the second half

A number of market financial research institutes have recently given predictions that the current almost stable memory market will set off a storm of price cuts in the second half of the year due to various factors such as market supply and demand and vendor product guidance. Goldman Sachs recently lowered the investment rating of flash memory chip giant Micron Technology from "neutral" to "sell", showing that it is not optimistic about the future of flash memory chip market, and boldly predicts flash memory chips in the next three quarters. Quotes will plunge 30%.

In this regard, the industry and other institutions also hold similar views, and gave reasons to believe that weak market demand is the main reason for the decline in the price of flash memory chips.

According to news from the Taiwanese industrial chain, demand for flash memory chips for PCs, servers, and graphics cards in the third quarter of this year all showed a declining trend, and this trend may continue until the end of 2015.

Analysts from Morgan Stanley added that the guiding consumption of the manufacturer's products is also not obvious.

Taking Microsoft's upcoming Windows 10 operating system as an example, the published specifications of the computer hardware do not have an essential improvement on the memory capacity specification. This side reduces the user's desire to upgrade and hits the memory product demand.

At the same time, the iPhone with huge sales volume will usher in new products in the second half of this year. It was rumored that it will upgrade to 2GB of memory, although this will increase the demand for flash memory chips of the corresponding specifications, but it will also suppress the shipments of other smartphones. This will offset the demand for flash memory chips in the entire market. Too much improvement.

In addition, for electronics manufacturing and consumption in China, the market supply and demand relationship of flash memory chips still shows excess inventory. It is reported that a large Chinese manufacturer canceled a large number of chip orders several weeks ago.