Shulou(Shulou.com)11/24 Report--

Morgan Stanley (Morgan Stanley) Securities warned that weak demand will lead to a faster decline in memory prices in the second half of the year, including three major memory.

The three major memories are dynamic random access memory (DRAM), coded flash memory (NOR Flash) and storage flash memory (NAND Flash).

The report points out that due to weak demand and high inventory levels from manufacturers and clients, the memory supply chain will face tremendous destocking pressure, resulting in a further decline in prices in the second half of the year, and will be more serious than the market expected.

For Chinese Taiwan factories, Morgan Stanley believes that, in addition to Wang Hong, Huabang Power, South Asia Branch, Li Jianchang, etc., which are inferior to the market, even the original relatively optimistic mass association, the evaluation turned to neutral. Although Groupon has strong growth momentum in Chinese mainland, the NAND business cycle is unlikely to recover quickly in the short term due to high inventories and the deterioration of the NAND price environment.

The report points out that the industry believes that SK and Samsung have stopped producing 1Gb and 2Gb memory and reduced DDR3 production. However, due to the weak market outlook for CMOS image sensors, Samsung is using CIS capacity to produce DDR3, making the supply of special DRAM even worse. In the long run, SK and Samsung will not give up the DRAM market, but will move to DDR4 to focus on 4Gb products.

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