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Korea shelling causes NAND price increase

Posted: 10 Nov 2010 ?? ?Print Version ?Bookmark and Share

Keywords:NAND? flash? SSDs? market report ?

Tensions caused by the shelling of a South Korea military base by North Korea caused a price increase for some high-density NAND flash memory parts and solid-state drives (SSDs), Westwood Marketing LLC reports.

A survey of NAND prices on Nov. 26 showed that prices of 8-Gbit and 128-Gbit densities increased significantly while middle-range densities increased modestly. While low-density legacy device prices have already been rising for several months due to shrinking supply, the increase in 128-Gbit prices can be attributed to rising tensions on the Korean Peninsula, the market analyst explained.

The shelling caused the death of four people, and tensions in Korea have been on the rise since it happened. If the situation worsens into a "hot war" between North Korea and South Korea, 50 percent of the world's NAND production could be at risk, Westwood Marketing noted.

Bob Witkow, president, Westwood Marketing, said his firm has been focused on the acceleration of NAND price erosion since Samsung, Toshiba and SanDisk announced increased capex budgets and new fab construction several months ago.

"We forecast accelerated price erosion and a 'fire sale' in December," Witkow said. "Everything was falling into place until those doggone North Koreans decided to upset the apple cart." Witkow said lower NAND prices lead to greater and wider adoption, while higher prices slow growth.

Prices for legacy 8-bit NAND parts have been on the rise because major DRAM vendors are shifting production lines to produce more advanced parts, tightening the supply of older parts, according to Westwood Marketing.

- Dylan McGrath
EE Times

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