Shulou(Shulou.com)12/24 Report--

CTOnews.com news on December 20, Ji Bang Consulting recently released a report predicting that Mobile DRAM and NAND Flash (eMMC / UFS) will grow by 18-23% month-on-month in the first quarter of 2024, and do not rule out further increases.

Jibang Consulting said that production plans for China's smartphone OEM remained robust in the first quarter of 2024, as the clear rise in memory prices led buyers to actively expand demand to build safe and relatively low inventory levels.

Ji Bang Consulting believes that the reduction in inventory of both buyers and sellers, coupled with the effect of the original factory production reduction, these two major factors contributed to this wave of strong rise in smartphone memory prices.

Jibang Consulting believes that the demand gap for smartphone storage in the first quarter of next year is still large, and the original factory has no plans to increase production capacity, and the price increase trend will continue in the foreseeable future.

The original address of the report is attached to CTOnews.com, which can be read in depth by interested users.

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