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According to TrendForce research, NAND Flash contract pricing increased by approximately 3-8% in 2Q22 due to Kioxia’s raw material contamination incident. However, consumer demand remained sluggish, resulting in weaker bits demand in laptops, chromebooks, TVs, and smartphones and leading to a rise in client inventory levels. Enterprise SSD purchasing has maintained strong momentum, offsetting sluggish consumer demand. In 2Q22, supplier bit shipments decreased by 1.3% QoQ, while ASP increased by 2.3%. Overall NAND Flash industry revenue reached US$18.12 billion, growing 1.1% QoQ.
According to TrendForce investigations, 2H22 smartphone production planning was quite conservative as brands gave priority to adjusting distribution channel inventory. At the same time, weak market demand worsened on the back of China's pandemic controls and brands were forced to lower their production targets. As a whole, production volume dropped 6% in Q2, even though volume had always grown in previous second quarters. Global output was only roughly 292 million units, a 5% annual decline compared with the production performance in the same period in 2021 when a second wave of pandemic outbreaks occurred in South Asia and Southeast Asia.
Spurred by pandemic-induced lifestyle changes in the past two years, demand for distance education grew and sales of electronic products boomed, driving the growth of DRAM module shipments. According to TrendForce statistics, overall 2021 sales in the global DRAM module market reached US$18.1 billion, with an annual growth rate of approximately 7%. Due to different business strategies employed by each module house, revenue distribution among module houses varied.
According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages. Manufacturers also give priority to meeting the needs of server customers due to the high pricing of enterprise SSD. In the second quarter, overall revenue of the enterprise SSD market increased by 31.3% to US$7.32 billion.
According to TrendForce, as technology and materials evolve, the penetration rate of OLED folding mobile phones is estimated to reach 1.1% in 2022. While mobile phone brands successive launch new flagship folding devices, penetration rate is expected to exceed 2.5% post-2024 driven by improved specifications and increasingly competitive pricing. In addition, there is an opportunity to provide a breath of fresh air to a market steeped in sluggish consumer sentiment led by inflation and drive folding mobile phones into the mainstream.
