As original manufacturers shift production capacity to high-layer 3D processes, niche NAND Flash prices remain hovering at high levels. Influenced by buyers' cost pressures and supply discrepancies, price growth for low-capacity SLC has slowed significantly, whereas high-capacity SLC maintains its momentum, backed by rigid demand in automotive and networking applications. Meanwhile, due to extremely scarce supply and a hard price ceiling, MLC has entered a flat consolidation phase overall.

Key Highlights

• Overall Market Conditions & Structural Factors: Driven by manufacturers reallocation of resources, the niche market remains supported; however, accumulating cost pressures on buyers have slowed price momentum, leading to market divergence.
• SLC Dynamic Divergence: Price growth for low-capacity products has slowed significantly due to sufficient supply from Chinese manufacturers and alignment with basic applications. Conversely, high-capacity items maintain strong upward momentum, driven by rigid demand in automotive, high-end networking, and industrial control sectors.
• MLC High-Level Consolidation: With extremely scarce supply serving mainly legacy platforms, downstream buyers face difficulties passing on costs, resulting in low willingness to chase higher prices and keeping prices stalled in high-level consolidation.
• Outlook Divergence: Divergence will intensify in the fourth quarter. High-capacity SLC items are expected to maintain upward momentum, while MLC will remain locked in a stable, high-level pattern under dual pressures.

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