Phison expects this quarter «correction» of prices on flash memory type NAND
In the opinion of management of the company Phison Electronics, which leads the source, the prices for flash-memory of type NAND, which has grown rapidly in recent months, most likely this quarter will decline. However, in the third quarter prices will start to rise again owing to the market demand of the final product. In particular, it would affect the approach of the new models of smartphones Apple.
The reason for the current growth of prices in Phison see in the transition from production of planar memory to memory 3D NAND and associated with that limit supplies.
A limited supply of microchips is forcing manufacturers drives actively promote models of smaller volume. For example, it is alleged that distributors, particularly in China, began to promote SSD 96 GB SSD instead of 128 GB. In the segment, eMMC, there is a lack of modules 8 GB and 4 GB.
In the period from may to June, the transition to 3D NAND memory will be more fluid that will help reduce the deficit. It is projected that in the fourth quarter of 2017 on a 64-layer 3D NAND memory will account for more than 50% of the total issue.