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Quantity increase price decreases, the group may revenue minus 37%, kin-shing poon said NAND price reduction space is limited

2023-06-12      分类:行业动态

Group may consolidated revenue of 3.202 billion yuan (nt, similarly hereinafter), month of nearly 4.91%, and 37.22% reduction; Accumulated in the first five months of consolidated revenue of 16.647 billion yuan, year minus 40.77%.

Group executive kin-shing poon said the environment due to the global economic situation is not good, terminal customers and consumers to cut spending, the outlook for global customers for the future needs a more conservative attitude, dare not active preparation or substantial upgrade product specifications, let originally forecast should be in the traditional peak season in the third quarter, remains to be seen system customer material demand; In addition, upstream suppliers have faced huge losses, to reduce the price of space is very limited, the only variable is still on the demand side of kinetic energy.

Kin-shing poon, points out that group may decline in revenue, though, but the NAND storage shipments in fact about 30% of the annual total number of bits, in other words, all sorts of NAND application for NAND price are relatively cheap, continues to improve storage capacity, on the whole NAND balance between supply and demand will help.

Kin-shing poon added, although the current market demand slowdown, but group of associated research and development and technology investment is still maintaining the existing pace, contain the recent exposure of PCIe 5.0 DRAM - Less client PS5031 - E31T SSD controller, as well as the support of 3600 mt/s speed of 3 d NAND PCIe 4.0 DRAM - Less client PS5027 - E27T, SSD controller will be group to master the next wave of boom back to warm the best weapon.


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