Although the price of original factory resources has generally remained strong since Q2 this year, the mainstream 512 Gb TLC and 1 Tb QLC wafer trade prices have slowly declined since mid-late March. Up to now, the cumulative decline in trade prices for individual wafers has fallen by nearly 20%, and the price difference between the original resource shipping price and the trade price continues to widen. In terms of LPDDR, compared to eMMC, LP4X/5X has recently been under greater pressure from rising resource costs. In particular, finished LP4X products with a capacity of 48 GB or more are seriously inverted. However, customer capacity reduction has long been the norm, and shipping high-capacity LP products is relatively more difficult. Prices for 48Gb and 64Gb LP4X products have been lowered this week. However, as resource prices continue to rise, the price of LPDDR wafers from overseas manufacturers has reached 2 US dollars/Gb, making it difficult for individual storage vendors to accept the current high prices.

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