"Wukong Hot" short-term boost in industry-end SSD demand, embedded high-capacity products decline

Golden Ten Data reported on September 10 that this week, the prices of some high-capacity embedded products fell slightly; The recent situation of the industry market has stabilized, and the procurement efforts of some customers have been strengthened; The channel market is basically difficult to obtain cheap resources, the cost of finished product inventory is gradually rising, and the channel customers are more demanding on the price. This week, the prices of some high-capacity eMMCs were revised down slightly. The industry side has benefited from the “Wukong fever” to drive the increase in demand for some large-capacity SSDs, but this is only a short-term heat stimulus, and it does not represent a real recovery in consumer demand.