It's good to be making NAND right now, not so good to be buying
Subject: General Tech | August 22, 2017 - 01:26 PM | Jeremy Hellstrom
Tagged: nand, bad news
The trend we have seen over 2017 is predicted to continue, with the price of NAND steadily increasing thanks to the limited supply. Over the first two quarters we have seen prices rise between 3-10% and this trend is expected to continue. The two driving factors are the coming launch of a new generation of smartphones from most manufacturers, all of which are purchasing NAND in large volumes as well as Enterprise class SSDs which are starting to see more adoption. At the same time, all manufacturers are seeing an impressive increase in their profitability, even those which are having production issues. You can see the breakdown in the article posted by Trendforce.
"We expect supply to be under strain for the rest of 2017. Relief will come later in 2018, when the manufacturing of 64- and 72-layer 3D-NAND Flash reaches maturity."
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