Halfway through the third quarter, the peak season for traditional consumer electronics showed a “poor peak season”, mainly due to the increase in storage prices in the early stages, and the demand side has been actively preparing for nearly half a year. Since the second quarter, various application terminals have partially begun to press the spare brake button. In particular, the Q3 market seemed extremely deserted, and there were even sounds of sell-offs, returns, and delays in delivery from time to time. Facing a market situation with high inventory and low demand, in September, storage manufacturers will focus on sprint performance and promote shipments. Although storage vendors try their best to stabilize prices, the urgency of shipping is clearly greater, and the psychological price of end customers is gradually declining, and buyers and sellers will have to go through a long period of tug-of-war due to obvious price differences. More seriously, due to financial pressure, individual storage vendors began revitalizing the market and stimulating shipments through aggressive price cuts for channel SSDs, memory sticks and other products last month. In the next month, storage vendors will seize this window to speed up shipments. In particular, the prices of finished storage products, which are heavily traded and competitive in the industry, will be under pressure. In terms of upstream resources, Flash Wafer and DDR pellet prices remain unchanged for the time being this week.

Halfway through the third quarter, the peak season for traditional consumer electronics showed a “poor peak season”, mainly due to the increase in storage prices in the early stages, and the demand side has been actively preparing for nearly half a year. Since the second quarter, various application terminals have partially begun to press the spare brake button. In particular, the Q3 market seemed extremely deserted, and there were even sounds of sell-offs, returns, and delays in delivery from time to time. Facing a market situation with high inventory and low demand, in September, storage manufacturers will focus on sprint performance and promote shipments. Although storage vendors try their best to stabilize prices, the urgency of shipping is clearly greater, and the psychological price of end customers is gradually declining, and buyers and sellers will have to go through a long period of tug-of-war due to obvious price differences. More seriously, due to financial pressure, individual storage vendors began revitalizing the market and stimulating shipments through aggressive price cuts for channel SSDs, memory sticks and other products last month. In the next month, storage vendors will seize this window to speed up shipments. In particular, the prices of finished storage products, which are heavily traded and competitive in the industry, will be under pressure. In terms of upstream resources, Flash Wafer and DDR particle prices have not changed for the time being this week.