eMMC/UFS contract prices for the third quarter of 2025 are projected to remain flat. Fading policy benefits, tariff impacts, and weak consumer demand limit upward movement. Suppliers are shifting focus to non-consumer applications for profitability, anticipating a potential price decline later in the year.

Key Highlights

• Diminished policy incentives and expired tariff benefits, leading to insufficient market demand.
• Soft consumer product sales, making average selling price improvement challenging.
• Suppliers prioritizing higher-margin products and facing certain memory component shortages.
• For eMMC, mainstream large-capacity price upside is limited, though MLC products still show some increase.
• For UFS, weak smartphone demand is not sufficiently offset by growth in automotive or wearable applications.
• Supply-demand pressures favor buyers; suppliers are shifting focus to non-consumer segments like AI, server, and automotive for profitability.
• Prices are anticipated to soften in the subsequent quarter.

Table of Contents

1. With US Tariff Grace Period Ending and Effect of China's Subsidy Program Fading, Peak Season Has Turned Lackluster, and Prices of eMMC and UFS Products Have Stayed Mostly Flat
2. eMMC: Room for Price Increase Is Limited for High-Capacity Products as Effect of China's Subsidy Program Fades; Prices of MLC-Based Products Continue to Climb
3. UFS: With Peak Season Being Lackluster, Demand from Automotive Segment Is Unable to Compensate for Decline in Smartphone Segment
4. Searching for Profits, NAND Flash Market Is Shifting Focus to Other Applications Besides Consumer Products as Pressures from Supply and Demand Sides Intertwine
   • eMMC/UFS Contract Price Update

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