2025年8月闪德资讯存储市场洞察报告

M a r k e tI n s i g h t s R e p o r t 闪德资讯存储市场洞察报告 目录 一、宏观经济................................................................................................................................2 图一、欧元区制造业指数PMI......................................................................................................................2图二、美国制造业指数PMI...........................................................................................................................3图三、韩国制造业指数PMI...........................................................................................................................4图四、日本制造业指数PMI...........................................................................................................................5图五、8月国内制造业指数PMI..................................................................................................................5 2.国内电子信息制造业进出口情况.....................................................................................................................6 图六、7月份国内电子相关进出口商品量及增长情况.........................................................................6图七、7月广东省电子相关产品贸易进出口总值及增长情况...........................................................7 二、上游市场................................................................................................................................7 1.机构跟踪....................................................................................................................................................................72.原厂企业动态...........................................................................................................................................................93.半导体材料.............................................................................................................................................................154.晶圆代工市场........................................................................................................................................................165.存储主控市场........................................................................................................................................................186.封测市场.................................................................................................................................................................197.PCB市场..................................................................................................................................................................208.模组厂市场.............................................................................................................................................................22 三、国内现货市场.....................................................................................................................25 FLASH颗粒市场........................................................................................................................................................27 图十、近半年Flash闪存颗粒市场合约价趋势图...............................................................................27 SSD固态市场..............................................................................................................................................................28 DRAM内存市场........................................................................................................................................................29 图十五、近半年国内USB市场渠道报价趋势图..................................................................................31图十六、近半年国内TF市场报价趋势图...............................................................................................31图十七、近半年国内UDP市场报价趋势图..........................................................................................32 金士顿............................................................................................................................................................................33 图十八、8月金士顿SSD产品现货市场价格走势图.........................................................................33图十九、8月金士顿内存条产品现货市场价格走势图......................................................................34 四、应用市场..............................................................................................................................35 PC市场..........................................................................................................................................................................35手机市场........................................................................................................................................................................38智能眼镜........................................................................................................................................................................40服务器市场...................................................................................................................................................................43 六、行业政策............................................................