[News] Low-Worth SSDs Disappearing? Three Main Producers Rumored to Enhance Costs by 50%

Low-price SSDs (Strong-state drives) might have turn out to be a factor of the previous in 2024. The three main reminiscence producers are reportedly pushing up the costs of NAND Flash, resulting in rumors of a 50% enhance in costs for all SSDs as effectively. The successive hikes in NAND Flash costs by suppliers are already starting to impression the tip market.

Trade sources cited by ctee have indicated that at the start of 2024, there’s a steady stream of reports concerning value will increase for reminiscence merchandise. Nevertheless, as of now, new transaction costs haven’t been noticed, and the scenario is being carefully monitored.

Moreover, sources cited by ctee additionally stipulate that, since reaching its lowest level in August 2023, NAND Flash costs have skilled a cumulative enhance of roughly 40% to 90%.

Beforehand, important losses in NAND Flash led producers to actively cut back manufacturing and enhance quotes. At present, producers have but returned to a break-even situation. It’s extensively anticipated inside the business that the upward development in NAND Flash costs will persist into the primary quarter of 2024. The intention is to promptly increase costs and obtain a break-even level.

In line with TrendForce’s earlier estimates, the common quarterly enhance in costs for Cell DRAM and NAND Flash (eMMC/UFS) within the first quarter of 2024 is anticipated to broaden to a variety of 18% to 23%. Moreover, it’s not dominated out that in a market characterised by restricted competitors or in conditions the place model prospects panic and interact in value chasing, the rise in costs might additional escalate.

The upward development in NAND costs has additionally led to a rise within the costs of storage merchandise within the client finish market. In line with the most recent info from the provision chain in China cited by the media outlet mydrivers, it’s reported that SSD merchandise are experiencing their first value hike in 9 quarters and producers are planning to proceed requesting value will increase after 2024 Q1.

An business supply means that NAND producers, dealing with losses, have been actively adjusting costs. Since these producers additionally produce SSDs for their very own manufacturers, their very own manufacturers must observe go well with in value will increase, doubtlessly influencing all the market.

Latest rumors have additionally claimed that the SSDs from reminiscence producers are set to extend by 50%, with some sources suggesting at the least a 30% hike. Whether or not that is an tentative value adjustment or a market-driven value surge prompted by demand stays to be carefully noticed.

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(Photograph credit score: Samsung)