๊ฒŒ์‹œ๋จ: Sep 20, 2023 15:33
"With large orders in hand, storage chip manufacturers have increased their Q4 contract prices, with increases of more than 10% on average. From the industry supply side, some manufacturers have reduced their chip investment and lowered their capital expenditure and capacity expansion expectations for 2023. CITIC Securities expects that the supply growth rate in 2023 will be lower than the demand growth rate, and the supply and demand will gradually reach balance, which will help restore inventory. It is expected that the bottom of the storage sector cycle will be seen in the second half of 2023."

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
SMM ํฌํ† ๋ฅ˜ ์˜คํ›„ ๊ฑฐ๋ž˜ ๋…ผํ‰ (9์›” 2์ผ)
6์‹œ๊ฐ„ ์ „
SMM ํฌํ† ๋ฅ˜ ์˜คํ›„ ๊ฑฐ๋ž˜ ๋…ผํ‰ (9์›” 2์ผ)
๋” ๋ณด๊ธฐ
SMM ํฌํ† ๋ฅ˜ ์˜คํ›„ ๊ฑฐ๋ž˜ ๋…ผํ‰ (9์›” 2์ผ)
SMM ํฌํ† ๋ฅ˜ ์˜คํ›„ ๊ฑฐ๋ž˜ ๋…ผํ‰ (9์›” 2์ผ)
6์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ์„ธ, ํ•˜๋ฅ˜ ๊ด€๋ง ์‹ฌ๋ฆฌ ๊ฐ•ํ•ด [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
10์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ์„ธ, ํ•˜๋ฅ˜ ๊ด€๋ง ์‹ฌ๋ฆฌ ๊ฐ•ํ•ด [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ์„ธ, ํ•˜๋ฅ˜ ๊ด€๋ง ์‹ฌ๋ฆฌ ๊ฐ•ํ•ด [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ์„ธ, ํ•˜๋ฅ˜ ๊ด€๋ง ์‹ฌ๋ฆฌ ๊ฐ•ํ•ด [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
[SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ: ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ์„ธ, ํ•˜๋ฅ˜ ๊ด€๋ง ์‹ฌ๋ฆฌ ๊ฐ•ํ•จ] ์ „๋ฐ˜์ ์œผ๋กœ ์ด์ „ ๊ธ‰๋“ฑ ์ดํ›„ ํฌํ† ๋ฅ˜ ์‹œ์žฅ์€ ์ฐจ๋ณ„ํ™”๋œ ์กฐ์ • ๊ตญ๋ฉด์— ์ง„์ž…ํ–ˆ์Šต๋‹ˆ๋‹ค. ๋””์Šคํ”„๋กœ์Š˜๊ณผ ํ„ฐ๋ธ€์€ ๊ณ ์ ์—์„œ ํ•˜๋ฝํ–ˆ๊ณ , ํ™€๋ฎด๊ณผ ์—๋ฅด๋ธ€์€ ๊ณ„์†ํ•ด์„œ ์ƒ์Šน๋ถ„์„ ๋”ฐ๋ผ์žก์•˜์œผ๋ฉฐ, ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด์€ ํšก๋ณด์„ธ๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. ํ•˜๋ฅ˜์˜ ์‹ค์ œ ๊ตฌ๋งค ์†๋„๋Š” ์ „๋ฐ˜์ ์œผ๋กœ ์‹ ์ค‘ํ•œ ํƒœ๋„๋ฅผ ์œ ์ง€ํ•˜๋ฉฐ ๊ฑฐ๋ž˜๊ฐ€ ๊ต์ฐฉ ์ƒํƒœ์— ๋น ์กŒ์Šต๋‹ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ์ œํ’ˆ์€ ์‹œ์žฅ ๊ฑฐ๋ž˜ ์ •์ฒด์˜ ์˜ํ–ฅ์œผ๋กœ ํšก๋ณด์„ธ๋ฅผ ์ด์–ด๊ฐˆ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค. ์ค‘ํฌํ† ๋ฅ˜ ์ œํ’ˆ์€ ์ถ”์„ธ๊ฐ€ ์—‡๊ฐˆ๋ฆฌ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ํ™€๋ฎด๊ณผ ์—๋ฅด๋ธ€์€ ๊ณต๊ธ‰ ๋ถ€์กฑ์— ํž˜์ž…์–ด ๊ฒฌ์กฐํ•œ ํ๋ฆ„์„ ์œ ์ง€ํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์€ ๋ฐ˜๋ฉด, ๋””์Šคํ”„๋กœ์Š˜๊ณผ ํ„ฐ๋ธ€์€ ๊ณ ์ ์—์„œ ํšก๋ณดํ•  ๊ฒƒ์œผ๋กœ ๋ณด์ž…๋‹ˆ๋‹ค.
10์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ์˜ค์ „ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ์‚ฐํ™”๋ฌผ์€ ์˜คํ›„ ๋“ค์–ด ์ƒ์Šนํญ์ด ์ถ•์†Œ๋˜๋ฉฐ ์†Œํญ ์กฐ์ •์„ ๋ณด์˜€๊ณ , ๊ธˆ์†์€ ๊ฑฐ๋ž˜๊ฐ€ ์ ์–ด ๋ณดํ•ฉ์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ, ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ ๋ฌผ๋Ÿ‰์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ์„ ์••๋ฐ•ํ–ˆ๋‹ค.
14์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ์˜ค์ „ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ์‚ฐํ™”๋ฌผ์€ ์˜คํ›„ ๋“ค์–ด ์ƒ์Šนํญ์ด ์ถ•์†Œ๋˜๋ฉฐ ์†Œํญ ์กฐ์ •์„ ๋ณด์˜€๊ณ , ๊ธˆ์†์€ ๊ฑฐ๋ž˜๊ฐ€ ์ ์–ด ๋ณดํ•ฉ์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ, ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ ๋ฌผ๋Ÿ‰์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ์„ ์••๋ฐ•ํ–ˆ๋‹ค.
๋” ๋ณด๊ธฐ
[SMM ํฌํ† ๋ฅ˜ ์˜ค์ „ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ์‚ฐํ™”๋ฌผ์€ ์˜คํ›„ ๋“ค์–ด ์ƒ์Šนํญ์ด ์ถ•์†Œ๋˜๋ฉฐ ์†Œํญ ์กฐ์ •์„ ๋ณด์˜€๊ณ , ๊ธˆ์†์€ ๊ฑฐ๋ž˜๊ฐ€ ์ ์–ด ๋ณดํ•ฉ์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ, ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ ๋ฌผ๋Ÿ‰์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ์„ ์••๋ฐ•ํ–ˆ๋‹ค.
[SMM ํฌํ† ๋ฅ˜ ์˜ค์ „ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ์‚ฐํ™”๋ฌผ์€ ์˜คํ›„ ๋“ค์–ด ์ƒ์Šนํญ์ด ์ถ•์†Œ๋˜๋ฉฐ ์†Œํญ ์กฐ์ •์„ ๋ณด์˜€๊ณ , ๊ธˆ์†์€ ๊ฑฐ๋ž˜๊ฐ€ ์ ์–ด ๋ณดํ•ฉ์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ, ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ ๋ฌผ๋Ÿ‰์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ์„ ์••๋ฐ•ํ–ˆ๋‹ค.
[ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ์‚ฐํ™”๋ฌผ ์˜คํ›„ ์ƒ์Šนํญ ์ถ•์†Œ ๋ฐ ์†Œํญ ์กฐ์ •, ๊ธˆ์† ๋ณดํ•ฉ์„ธ ๋ฐ ๊ฑฐ๋ž˜ ๋“œ๋ฌพ, ์ž์„ฑ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ๋ถ„ ์ถœํ•˜๋กœ ํ˜„๋ฌผ ์ฃผ๋ฌธ ์••๋ฐ•] ํ˜„์žฌ ๋™๋‚จ์•„์‹œ์•„ ํฌํ† ๋ฅ˜ ์ด์˜จํก์ฐฉ๊ด‘ ๊ณต๊ธ‰์ด ์ด์ „๋ณด๋‹ค ์†Œํญ ๊ฐ์†Œํ–ˆ๊ณ , ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ์ด ์ƒ์Šนํ•˜๊ธฐ ์‹œ์ž‘ํ–ˆ์œผ๋ฉฐ, ํฌํ† ๋ฅ˜ ์›๊ด‘ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ ์ „๋ฐ˜์ด ์˜ค๋ฅด๊ธฐ ์‹œ์ž‘ํ–ˆ๋‹ค.
14์‹œ๊ฐ„ ์ „