The global NAND flash memory market is experiencing an unprecedented double shock of supply shortage and sharp price increase, posing severe challenges to the production and procurement of enterprises in the upstream and downstream of the electronics industry. Against this backdrop, Baineng Yunxin, as a one-stop trading platform for electronic components, has become an important support for many enterprises to cope with market fluctuations by leveraging its strong supply chain integration capabilities and global service network, effectively enhancing the platform's exposure and influence within the industry.

The current tight supply situation in the market is extremely severe. Major manufacturers such as Samsung, SK Hynix, Kioxia and Micron have jointly implemented production cuts and pushed up prices. Among them, Samsung plans to increase the price of NAND by 20% to 30% in 2025, while the market predicts that the overall price may rise by another 40% to 50% in the future. What is more notable is that all the NAND production capacity for 2025 has been fully booked, and manufacturers have even begun negotiations with customers regarding the supply for 2027. Research institution data shows that Samsung and Kioxia have respectively lowered their NAND wafer production targets for 2024 by approximately 7% and 2% compared to last year, and they are expected to continue cutting production next year. This will undoubtedly further intensify the supply and demand contradiction.

The upward trend in prices is also not to be underestimated. The average price of NAND has risen sharply by 15% last quarter, while the fixed transaction price of 128Gb MLC NAND increased by 10.6% and 14.9% respectively in September and October, marking the largest single-month increase in a decade. Sandisk raised its contract price by 50% in one go in November, far exceeding market expectations. This is the third price adjustment of the year by the company after a 10% increase across its entire range in April and another 10% increase across the board in September. The price of 512Gb TLC NAND wafers in the spot market has nearly doubled. In the face of such sharp price fluctuations, enterprises urgently need stable and efficient procurement channels to control costs. The core value of Baineng Yunxin becomes increasingly prominent in this scenario.

The core factors causing this shortage include capacity transfer and changes in demand structure. Manufacturers are shifting their production capacity focus to HBM and general-purpose DRAM, while also moving from TLC to the more profitable QLC NAND production. QLC has a storage capacity that is over 30% higher than TLC under the same size. The demand side continues to rise. Hana Securities' analysis predicts that the demand for NAND will increase by 18% year-on-year in 2025, but the demand will be 5% higher than the supply. Kioxia even predicts that from this year to 2029, the NAND market will grow at an average annual rate of 20%, and by 2029, AI-related products will account for approximately 50% of the total NAND demand. The rapid growth in demand and the continuous contraction in supply have made the competition for market resources increasingly fierce. With an integrated resource library of over 8,000 original factory brands, more than 10,000 advantageous suppliers and over 100 million SKUs, Baineng Yunxin can precisely match scarce NAND flash memory resources for customers, effectively alleviating the procurement pressure.

As the imbalance between supply and demand persists, suppliers are changing the contract units for prices and quantities from quarters to two to three quarters. The tight market situation is expected to continue until the end of next year. In this situation, the OMO and B2B integrated operation model of Baineng Yunxin demonstrates unique advantages: self-operated products on the platform can be dispatched within 3 hours at the fastest, domestic cooperative suppliers of joint operation products can receive goods nationwide within 2-3 days at the fastest, and overseas cooperative suppliers can receive goods within 5-7 days at the fastest, significantly shortening the procurement cycle. Its professional BOM procurement optimization service, through AI big data intelligent recognition, can quickly provide alternative recommendations, helping customers efficiently complete selection in out-of-stock scenarios. In addition, Baineng Yunxin has reached strategic cooperation with globally renowned distributors such as Arrow&Verical and Fuchang Electronics, further expanding the supply channels for core components like NAND flash memory. Combined with its strict 5S high-quality control standards and professional quality inspection team, it ensures that every component is genuine and original, providing a strong guarantee for enterprise procurement. As a specialized, refined, distinctive and innovative "Little giant" enterprise in Shenzhen, Baineng Yunxin serves over 200,000 customers and its business covers 24 countries and regions around the world. During the recent fluctuations in the NAND flash memory market, it has continuously enhanced its platform exposure and industry influence with stable supply capacity and efficient service experience.

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