NAND flash demand remains weak despite Apple orders
Although Apple has recently started to order high-capacity NAND flash chips from Samsung Electronics, which is expected to boost the order volume of high-capacity NAND flash in June and July, recent market demand has not picked up following the news, with not any a drop in pricing, but also demand at the spot market also remaining weak, according to sources at downstream makers.
In the past, when Apple started to order NAND flash it would spur demand across the whole market, but this has not been observed this year.
NAND flash makers are reluctant to drop quotes in late May informing downstream customers that supply is still limited. Downstream makers have responded that market demand is much weaker than the supply volume.
However, some makers pointed out that May is a traditionally slow period. Current pricing is at the level it is because NAND flash prices in April saw an increase which has given makers the impression that the market will grow all the way to the third quarter, despite the weak consumer demand at present.
source
In the past, when Apple started to order NAND flash it would spur demand across the whole market, but this has not been observed this year.
NAND flash makers are reluctant to drop quotes in late May informing downstream customers that supply is still limited. Downstream makers have responded that market demand is much weaker than the supply volume.
However, some makers pointed out that May is a traditionally slow period. Current pricing is at the level it is because NAND flash prices in April saw an increase which has given makers the impression that the market will grow all the way to the third quarter, despite the weak consumer demand at present.
source
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