Yesterday morning, the spot price of DRAM exchange of the state-owned flash memory chip research organization of China Taiwan's famous state-owned flash memory chip reveals that all price arrows have turned upwards, and the prices of dynamic memory chips, flash memory chips, and memory cards have all increased. Shanghai Xujiahui Pacific Digital City, a computer assembly stall owner said, “Yesterday, Kingston’s 3G 2G memory has gone up by 10 yuan, and it’s almost 7% higher.†The change in the price of storage chips was directly caused by the suspension of a Toshiba factory after the earthquake. Because it is the world's second largest flash chip giant, nand flash memory (which is a better storage solution than hard disk drives, is particularly evident in low-capacity applications with no more than 4GB) and accounts for 1/3 of the global market. Downstream terminal manufacturers will suffer. This product covers mobile phones, MP3s, digital cameras and many other mobile terminals. For example, Apple iPad2 uses Toshiba flash memory. However, the day before yesterday, Toshiba and partner Sandisk have clarified that shipments will not be affected. What is the immediate reaction of local companies closely associated with this brand, such as Patriot, Netac, and Meizu? “The earthquake will certainly affect the industry, but there are direct and indirect points.†Patriot president Qu Jingdong told the newspaper last night that the direct impact is of course the supply problem. At present, there is no real crisis. He said that as a mature consumer electronics brand, the upstream supply system of the Patriots is very stable. Japanese companies are only one of them. Cooperation between South Korea and China Taiwan is also very close. As of now, no tension has been felt. However, he admits that since the earthquake brought a certain panic and caused the market supply relationship to fluctuate, the price of flash memory has indeed increased a lot. The company has already considered coping strategies. The position of an insider in Shenzhen Netac is almost exactly the same. She said that the company's storage chip supplier is not limited to Toshiba, Samsung, LG, Taiwan's enterprises have a supply, in addition, some from the United States Kingston. With multiple suppliers, not only can we get more favorable prices, but we can also disperse the upstream risks. The source said that after the financial crisis, price fluctuations were relatively large. When Apple products sold last year, there was a shortage of goods in the upstream. She admitted that Netac is currently discussing whether to increase the stocking. "Like stocks, the price of flash memory has gone up and down." Qu Jingdong said that the impact should only be short-term. In the medium to long-term, flash memory prices will return to normal fluctuations. Jibang Technology stressed that even if there is no earthquake, because the current peak season has arrived, there is room for improvement in the upstream price. It is only the earthquake that stimulates related companies to actively stock their goods, which in turn drives up prices. In response to this trend, Zhao Bin, Marketing Manager of Zhongguancun Electronic Mall, stated that according to his judgment, this round of price increase is expected to end in 1 to 2 weeks, and the impact will not be too great. Because compared to a few years ago, there were many sources of inventory, and the supply was adequate. The current price hikes used panic and there was speculation. Polyurethane Thermoplastic Series Products
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