Beginning in November, overall demand for spot storage continued to be sluggish last month, actual transactions were weak, channel consumer SSD and embedded eMMC prices continued to drop slightly, and industry SSD, memory stick, and LPDDR4X/5X prices generally remained flat. Although storage vendors still face high pressure on NAND resource costs, in the past six months, storage vendors have set up agents/distributors, and speculative traders, and end customers have accumulated high inventories from the top down. Facing rising capital turnover risks due to inventory backlogs, some have sought to speed up shipments at any cost, leading to a continuous decline in the trade price of eMMC products. Currently, eMMC at every capacity point in the spot market is full of low-priced products, and end customers with sufficient inventory continue to wait and see.

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