Author: EIS Release Date: Oct 20, 2020
The memory market is still in a state of oversupply in 4Q20, according to TrendForce’s latest investigations.
The Q4 memory ASP is expected to fall by about 10% QoQ.
Mobile DRAM ASP is expected to undergo a 0-5% QoQ decline in 4Q20.
Server DRAM ASP has a forecasted QoQ decline of about 15% in 4Q20.
By the end of this year, prices for mainstream 32GB modules are also projected to reach about $100-110, which is close to the previous cyclical downswing’s lowest point.
Owing to aggressive NAND demand from Chinese smartphone brands, the decline in eMMC and UFS ASP is expected to narrow to a 3-7% QoQ drop in Q4.
The continually rising supply of NAND wafers will likely result in a nearly 20% QoQ decline in wafer ASP.
Owing to weakening demand from server manufacturers, enterprise SSD ASP is expected to drop by 10-15% QoQ.
Overall NAND Flash ASP is projected to drop by about 10% in 4Q20.