Storage prices have risen, some people are happy and some are worried! Since August last year, under the production reduction and cargo control operations of the upstream original factory, the storage ** has been forcibly raised, and the rise has continued until now. For most industry players, this situation is naturally welcome, but there is also another different voice in the market: it is not a good thing to raise prices too aggressively.
Why are there two different attitudes when storage prices rise? With this problem, after more than a year, Sunde Information once again visited Huaqiangbei, which is known as "China's first electronic street", and visited storage-related industries under the leadership of friends to understand their views on the current situation and the future. withLast visitIn contrast, today's Huaqiangbei has obviously returned to the lively and prosperous market rhythm of the past, and along the way, there is an endless stream of pedestrians on the streets, walking in a hurry, and from time to time there will be a few foreigners. Looking at the stalls in the market from the outside, it was also crowded, and most of the customers gathered in front of the counter were talking and negotiating with the boss.
The first stop we chose was SEG Electronics Market, mainly surveyed the brands and installers who do PC, and they all said that it is difficult to do business now, especially the installers are now completely dependent on the business of regular customers to maintain. When it comes to storage price increases, brands say that most customers will choose SSDs with relatively small capacity when expanding the capacity of their devices, unlike the previous storage price reduction, which can be arbitrarily purchased large-capacity hard drives, after all, the previous 2TB** can only be bought 1TB now.
A nearby boss who has just installed more than 60 computers for a company said that most of the storage combinations installed now are 16GB memory, 128GB solid state drives and 1TB mechanical hard disks, of which solid state drives are used to install systems, and mechanical hard disks are used to store data. Customers also know that SSDs will be better in terms of speed and performance, but now that the price has increased so much, many customers find it difficult to accept.
As a storage brand, from the company's point of view, the price increase of storage is a good thing, but it is not a good thing for the brand to rise too fast. On the one hand, the original storage factory is unwilling to continue to lose money, and after the production reduction, it has offered a big move to control the goods, forcibly and continuously pulled up**, but in terms of factories and brands closer to the terminal market, they have not obviously felt the recovery of terminal demand, and they dare not pull it too high, which leads to the situation of "flour is more expensive than bread". On the other hand, some big brands seem to have taken advantage of this time to start seizing the market, relying on the advantage of a large number of low-price inventory before, ** did not rise too much. For example, due to the rising cost, the products of many domestic brands are not far behind the price of a brand with the highest market share. When asked how to deal with this situation, the other party explained that now it is only lying flat, ** upside down is so serious, and the demand has not recovered, and the big factories are grabbing the market at this time, so they can only maintain the flow and wait for the opportunity to appear. When it comes to the view of the future, the other party is more optimistic, believing that AI will indeed stimulate a wave of replacement demand, and it is expected to usher in a new wave. And now the original factory has a firm attitude of controlling the price increase, and it will still rise in the future, but it is not sure whether the increase will rise in a straight line or in a wave-like state. For the current market situation made a summary, to the market division, the original factory is located in the upstream, the first business is located in the midstream, the factory and brand are located in the downstream, now the storage price increase is the most beneficial is the upstream and midstream, and because the demand has not come up, the downstream industry is in a dilemma. Finally, Sund Information found smart wearables in the market, especially smart watches, Bluetooth headsets and speakers This kind of product appears most frequently in the stall, and asked**, most of the smart watches are more than 20 to 100 yuan, and there are rarely more than 200, the so-called fifth generation and sixth generation of Huaqiangbei AirPods are almost below 200 yuan, and there are many people who inquire in front of the counter. Some bosses revealed that these products are also sold very well, after all, they are cheap. Perhaps, these products with small unit prices will also bring a wave of trends in the Huaqiangbei electronics market, and there is a lot to be done in storing various products.