During the 618 Shopping Festival in 2023, purchasedramMemory andnandFlashUsers are undoubtedly the most benefited, because the ** of storage products has really fallen to the "cabbage price", which may have dropped by about 50% compared with a year ago. However, starting in the fourth quarter of 2023,Memory chipsThe ** is starting to pick up, and according to Trendforce, as of nowdramMemory andnandFlashThe contract price has risen by about 18%-23%. Trendforce also expects that by the end of 2024,dramwithnandFlashComponents will be about 60% or even more, mainly due to:Chipsdue to the cyclical nature of the industry. In the trough period, manufacturers lose serious money, but in the peak period, they can make crazy money.
2022-2023 is consideredMemory chipsof the downward cycle, while domesticMemory chipsThe rise of the ** monopoly has also broken the ** monopoly to a certain extent, leading to the worldMemory chips**Substantially**. According to the data, only in 2023,Micron、skHynixwithSamsungStorage may have lost more than 150 billion yuan due to sluggish demand and overstocked inventory, which had to reduce prices**. However, judging by the current situation,Memory chipsThe market has survived the cold winter. Although these big manufacturers have suffered heavy losses, they have barely survived this trough, and there are often some manufacturers who can't survive and go out of business before, but this time everyone was able to persevere.
After a cold winter, here comes the restMemory chipsThe upward stage of the cycle, so the price increase has become the survival way for major manufacturers to earn back losses. Previous yearsChipsThe cycle is also like this, so it is not difficult to understand that about 60% of the price increase this year. The Chinese market will inevitably become the focus of these big players, because China is the largest in the worldChipsmarket, imported by China in 2021-2022ChipsThe amount of imports exceeded 400 billion US dollars, and even last year, the value of imports reached about 350 billion US dollars. This $350 billionChipsMedium,Memory chipsIt accounts for nearly one-third, about $120 billion. As long as the ** increase is 50%, China will need to pay an extra 500-60 billion US dollars, that is, more than 400 billion yuan. This is just enough to make up for the 150 billion yuan lost by the manufacturers, so the Chinese market will be an important target for these manufacturers to reap the profits.
Next, let's look at the countryMemory chipsCan manufacturers expand production capacity, increase market share, increase the volume to control, and prevent the success of these foreign giants' harvesting plans.
InMemory chipsmarket, domesticMemory chipsManufacturers are gradually rising, and gradually breaking the monopoly of foreign enterprises. In the past, domestic manufacturers mainly relied on importsChips, but with the promotion of national policies and technological innovation, domesticMemory chipsStart gaining more recognition and market share. This trend is important for domesticMemory chipsFor manufacturers, it is both an opportunity and a challenge.
In terms of opportunities, domesticMemory chipsManufacturers have the opportunity to compete with foreign manufacturers by expanding production capacity and improving their technical level, and then occupy a place in the market. With the support of national policies, domesticMemory chipsEnterprises can get more resources and funds to promote the further development of R&D and production. Moreover, the leading enterprises in the domestic market are also actively laying out and striving to develop their ownChipstechnology to improve product quality and performance. If you can provide competitive products and have an advantage in the world, then the Chinese market will become domesticMemory chipsA significant opportunity for businesses to achieve rapid growth.
However, the challenges are also not to be ignored. Currently domesticMemory chipsThe technical level and production scale of the enterprise are still relatively lagging behind foreign giants, and they are facing huge catch-up pressure. Foreign companies have more mature technology and production lines, and at the same time, they have established a strong brand influence and a wide range of customer groups in the market. On **, domesticMemory chipsIf enterprises want to compete with foreign giants, there is no obvious advantage, because foreign companies have more advantages in scale effect and first-chain management, and can better control costs. In addition, technical barriers and patent protection in the international market have also brought certain challenges to domestic enterprises.
Therefore, domesticMemory chipsEnterprises need to develop technology, expand production capacity, and expand production capacityCost controlwithMarketingand so on, to speed up the pace of development. At the same time, the policy environment should also be optimized to provide more support and protection for the countryMemory chipsEnterprises create a better development platform, so that they can gain more voice and competitive advantage in the market competition.
By passingMemory chipsThe analysis of the market can be seenMemory chipsThe ** volatility is caused byChipsdetermined by the cyclical nature of the industry. At present, this cycle is in an upward phase, and manufacturers are raising prices to make up for previous losses. However, at the same time as the price increase, domesticMemory chipsBusinesses also face opportunities and challenges. DomesticMemory chipsEnterprises need to increase their efforts in technology research and development and market expansion to improve their competitiveness. At the same time, ** should also increase support for the domesticMemory chipsBusinesses provide a better environment and opportunities.
For the average user,Memory chipsThere may be some financial pressure. However, when considering purchasing storage products, we should also focus on the performance and quality of the product, not just **. The products of the first-class enterprises tend to have better performance andReliability, which can bring users a better experience. Therefore, when buying storage products, we should make a reasonable choice according to our needs and budget, not only focusing on the best but also the quality and performance of the product.
In short,Memory chipsThe volatility of the market gives us a lot to think about. DomesticMemory chipsEnterprises should seize the opportunity to increase technological innovation and market expansion to improve their competitiveness. At the same time, it should also provide better policy and environmental support for the countryMemory chipsEnterprises create better development opportunities. For ordinary users, we should pay attention to performance and quality when choosing storage products, and reasonably balance the relationship between performance and performance. Only with the joint efforts of all parties can China be promotedMemory chipsThe healthy development of the industry to achieve long-term stability and benign market competition.