⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Xiaomi Sees Memory Price Increases Easing in H2, but Storage Costs Staying Elevated - $Micron Tech(MU.US) $Sandisk(SNDK.US) $SK Hynix(SKHY.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗫𝗶𝗮𝗼𝗺𝗶 expects memory price increases may moderate during 𝗛𝟮 𝟮𝟬𝟮𝟲.➤ Continued upward pressure could keep 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 𝗰𝗼𝘀𝘁𝘀 elevated.➤ Xiaomi maintains long-standing relationships with 𝗳𝗶𝘃𝗲 𝗺𝗮𝗷𝗼𝗿 𝗺𝗲𝗺𝗼𝗿𝘆 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿𝘀.➤ Company is adjusting its 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗺𝗶𝘅 and release cadence.➤ Strategy aims to increase 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗲𝘀 amid higher component costs.➤ Xiaomi plans a new 𝗳𝗹𝗮𝗴𝘀𝗵𝗶𝗽 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 launch during H2.➤ Xiaomi Auto's 𝗣𝗲𝗻𝗴𝗰𝗵𝗲𝗻𝗴 𝘀𝗲𝗿𝗶𝗲𝘀 is also expected in H2.➤ Management remains 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 in Xiaomi's H2 financial performance.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Persistent memory costs could pressure 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗵𝗮𝗿𝗱𝘄𝗮𝗿𝗲 𝗺𝗮𝗿𝗴𝗶𝗻𝘀.➤ Higher ASPs could help Xiaomi 𝗼𝗳𝗳𝘀𝗲𝘁 rising component expenses.➤ New smartphone and auto launches could become key 𝗛𝟮 𝗴𝗿𝗼𝘄𝘁𝗵 𝗱𝗿𝗶𝘃𝗲𝗿𝘀.The copyright of this article belongs to the original author/organization.
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