According to the latest report from DRAMeXchange, the market research agency, the NAND Flash market will have tight supply in the first and second quarters of 2020. However, it is estimated that the supply and demand will be balanced in the third quarter, and the prices of major NAND Flash products will remain flat or decline slightly.
In response, DRAMeXchange analyst Ye Maosheng said that it is now a critical moment for NAND Flash bargaining in the third quarter. Since the new game console will remain available at the end of the year, the third quarter will usher in a peak of demand, coupled with the continued strength of Chromebook, retail Demand with smartphones will also rebound. However, after the countries gradually implemented the unblocking, the acute order effect derived from the epidemic began to slow down, so it is expected that the procurement side in the third quarter may adopt a conservative strategy.
For the fourth quarter, DRAMeXchange expects the contract price of NAND Flash products to continue to decline.