Samsung’s dependence on global NAND memory production has become a serious threat with the US’s new customs tax plans. The production facility in China, China, the production facility in China, meets about 40 percent of total NAND production. Most of this production is exported to the US market. Therefore, the planned tax increase may directly affect both production costs and final product prices.
Within the scope of the new Tax regime, 25 percent additional customs duties will be provided to Chinese semiconductor products. This increase is expected to create upward pressure on the prices of NAND -containing consumer products. The costs of products such as SSD, USB memory and memory card will be directly affected by these taxes. This may force manufacturers either to undertake costs or to raise prices.
The tariff of customs planned by the United States can suppress Samsung’s Chinese production
Analysts predict that NAND costs may increase an average of $ 10 to $ 15 per device. This can make price increases more visible, especially in low -cost devices. However, prices reflected on consumers may be higher than this increase.
Although Samsung is largely dependent on China in NAND production, it continues to produce drama only in South Korea. Therefore, the drama will not be affected by the US taxes of China. However, although not as much as NAND throughout the sector, drama prices can be increased by 8 percent by the end of the year. This can especially affect price policies in products such as computer and smartphone.
On the other hand, the situation for Samsung’s rival Sk Hynix is more risky. The company’s factory in China, China (Wuxi), meets a significant portion of drama production. Additional tax policies to be implemented by the USA to China may cause greater deterioration in SK Hynix’s cost structure. Thus, competition conditions in the sector can be reshaped.
Samsung’s Xi’an facility has a 286 -layer V9 Nand NAND production process that offers higher efficiency. This transition is expected to be completed in the second half of 2025. However, the tariffs that the US will put into practice may extend the return time of these investments. It can also adversely affect production planning and capacity usage rates.
NAND Memory is a fundamental component used especially on SSD disks. In recent years, the increasing demand for data centers, game consoles and portable devices has created growth opportunities for NAND manufacturers. However, these tax regulations may cause uncertainties in the supply chain in the short term. This may affect both the plans of manufacturers and the purchasing preferences of consumers.
However, the effect of these developments may not be limited to prices. The decrease in production for the US market may lead to stock restrictions and supply delays in some products. Especially in segments such as portable SSDs and corporate storage solutions, supply constraints may be on the agenda. In addition, the shift of production processes to different countries is among the options evaluated.
Large manufacturers such as Samsung can make plans to increase production capacities outside China in the long run. However, since such structural changes cannot be implemented in a short time, price and supply fluctuations in recent memory products may be inevitable. In the light of all these developments, price stability in the field of consumer electronics is expected to be under pressure for 2025.