The price of domestic SSD solid-state hard drives continued to fall, and they quickly seized the market, which made the memory chips of the United States and South Korea deeply anxious. Micron had followed up a round before, but due to serious losses, Micron chose to back down. A few days ago, South Korea’s second largest memory chip company SK Hynix chose to follow up, which will lead to a new round of price wars for SSDs.
Domestic solid-state hard disks are aggressively attacking, relying on ultra-low prices to quickly seize the market. In the ranking of the best-selling solid-state hard disks on an e-commerce platform, domestic solid-state hard disks have already ranked the top two on the best-selling list, and Japanese and Korean solid-state hard disks are far behind. far behind.
China's memory chips quickly seized the market, which put huge pressure on memory chip companies in the United States and South Korea. Micron chose to follow up before, but Micron played a trick. The memory chip particles participating in the price war are QLC particles, which have a short service life. , Consumers will naturally not buy Micron's solid-state hard drives after seeing it clearly, coupled with Micron's serious losses--the first quarter revenue was only 4 billion U.S. dollars and the loss was as high as 2.3 billion U.S. dollars. Micron quickly notified dealers not to cut prices.
The fierce offensive of China's memory chips has greatly affected South Korea's memory chip sales. Earlier it was reported that Samsung's memory chip inventory was as high as 340 billion yuan, and South Korea's chip exports to China plummeted by 40%. This made South Korea feel a new feeling Huge pressure, but in order to reduce losses, they would rather decline sales than lower prices.
Until recently, SK Hynix, the second largest storage chip company in South Korea, chose to follow up. SK Hynix learned from Micron’s lessons and participated in the price war for TLC particles with better performance. However, industry insiders pointed out that SK Hynix actually played some tricks. , the main control chip is not a chip from a well-known manufacturer, but a main control chip customized by Hongxinyu. In fact, there is still some gap with the well-known main control chip.
From the current point of view, SK Hynix has not met expectations. Not many consumers buy SK Hynix SSDs, and many consumers still buy domestic SSDs. This is obviously not a good thing for SK Hynix, and the inventory is still It is reported that the sales growth of SK hynix is relatively limited.
Consumers are not interested in SK hynix's solid-state drives because the quality of the custom-made main control chips selected by SK hynix is still a little flawed. Reviewers pointed out that this kind of solid-state drives often cannot read hardware information, showing that the customized main control The chip quality is weak, causing consumers to be dissatisfied and not to pay for it.
The domestic solid-state hard drive uses TLC particles with better technology, and the main control chip is more reliable, which has established a good reputation. Therefore, more and more domestic consumers choose domestic solid-state hard drives. Did not meet expectations.
The reality of the market shows that domestic consumers prefer domestic solid-state drives, which is of course related to the lower price of domestic solid-state drives, which is further boosting the market share of domestic memory chips. It seems that there is nothing they can do, they can only sit back and watch Chinese memory chips quickly seize the market.
The excellent performance of domestic solid-state drives proves that domestic consumers are still willing to support domestic chips as long as domestic chips meet the expected technical performance. It is difficult for them to compete with domestic memory chips.