Like Meguiar, due to the inability to supply to China, the rising price trend of server memory will stop, and Samsung and SK Hynix are experiencing a difficult time. It is reported that Huawei has been a major customer of Samsung and SK Hynix, accounting for 3% and 12% of the sales of the two companies respectively.
In fact, the above-mentioned manufacturers concerns exist, because according to the latest report of DIGITIMES, Meguiar and other memory manufacturers have issued a warning that the decrease in demand of some enterprise customers may lead to oversupply in key markets in 2021, which means that the prices of corresponding products will continue to decline and the interests of enterprises will be eroded.
Before the implementation of the ban on September 15, Huaweis clearance of goods promoted the rise of spot price, but the contract price still did not improve. It is expected that the price will still fall in Q3 this year, and the three major markets of server, mobile and consumer grade will fall at the same time.
According to reports, server memory prices will fall by 10-15%, mobile memory by 8%, and consumer memory by up to 10%.
According to previous industry statements, the price of memory will continue to decline in 2020, and the oversupply has not been improved. The inventory level of Samsung and other companies has reached 4 months, which makes the memory price continue to decline.
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