Dynamics of the Storage Market: DDR4 Stabilizes, LPDDR4X Rises, Tariff Policies Attract Attention
Recently, the storage market has shown multi-dimensional changes. The DDR4 market is gradually becoming rational, the price of LPDDR4X continues to rise, the price of embedded products fluctuates significantly, and coupled with the extension of Sino-US tariff policies, the market pattern has become more complex.
DDR Series: DDR4 Stabilizes, DDR5 Rises Slightly
In the consumer DDR4 market, due to some original manufacturers delaying their discontinuation plans, although high-priced particles in the trade sector have declined, there has been no panic selling, and the overall market tends to be rational. After a short-term correction last week, the price of DDR4 memory modules in the channel has stabilized. In the industry market, the supply of high-spec DDR4 resources is still limited, and some customers are considering downgrading production.
Price data shows that the prices of mainstream DDR4 particles remained unchanged this week, and the prices of specifications such as DDR4 16Gb 3200 and 8Gb 3200 were the same as last week. For DDR5, the price of 16Gb Major rose slightly by 2.13%, from 4.70 to 4.80, while the prices of other DDR5 particles remained stable.
LPDDR4X and Embedded Products: Tight Supply Pushes Up Prices
LPDDR4X is under significant short-term delivery pressure, and the tight supply of finished products is difficult to improve. Storage manufacturers mostly conclude small orders, which drives the actual transaction price to continue to rise. Price data shows that all specifications of LPDDR4X have increased significantly: 48Gb rose by 10.22%, from 18.60 to 20.50; 96Gb rose by 6.67%, from 30.00 to 32.00; 64Gb, 32Gb, and 16Gb rose by 6.38%, 5.19%, and 2.56% respectively.
In the embedded field, due to the sharp rise in the price of MLC NAND resources, most manufacturers have raised the prices of low-capacity eMMC products. The price of 8GB eMMC 5.1 rose by 14.29% this week, from 2.80 to 3.20. If the price of low-capacity MLC NAND continues to rise, 8/16/32GB eMMC may have a comprehensive price inversion with 64GB eMMC. At present, mainstream customers have obtained part of 8GB eMMC supply, and the short-term shortage has been slightly alleviated, but the cost pressure still exists.
SSD and Policies: Stable Prices, Tariff Impact to Be Observed
The prices of SSDs in the channel and industry markets are generally stable. The prices of SSDs with various specifications of SATA 3 and PCIe 3.0/4.0 interfaces this week are the same as last week, with no obvious fluctuations.
In terms of policies, the Sino-US joint statement announced that the two sides’ tariffs will be extended for another 90 days. Earlier, Trump mentioned imposing a 100% tariff on imported semiconductor products, and only enterprises that build factories in the United States or promise to build factories can be exempted. Storage original manufacturers such as Samsung, SK Hynix, and Micron may be eligible for exemption due to their layout in the United States. The final policy implementation and impact still need to be observed.
Data Overview: Price Changes of Some Products This Week
The game between supply and demand in the storage market continues. Short-term price fluctuations are greatly affected by the supply side, and subsequent changes in tariff policies may add new variables to the market.