시장이 다시 차근차근 악재해소하고 반등하는게 많아진것 같네요

시장이 다시 차근차근 악재해소하고 반등하는게
많아진것 같네요


SSD prices continue to rise

Recently, there has been a shortage of enterprise SSDs in the NAND flash product market. This is believed to be mainly due to the significant increase in demand due to the AI boom and the construction of large-scale data centers by global technology giants. SSD supply is in short supply for memory devices. As a result, major memory manufacturers have begun to take measures.

1. Samsung Electronics raises prices for corporate SSDs

Frequent news of a shortage of enterprise SSDs over the past two weeks has prompted major memory manufacturer Samsung to consider increasing the price of enterprise SSDs by 25%.

According to a Business Korea report on April 2, Samsung Electronics was rumored to raise prices of enterprise SSDs by 20 to 25 percent in the second quarter to reverse the downward trend after 2023. Initially, Samsung planned to raise prices by about 15 percent. From the previous quarter. However, due to higher-than-expected demand, the company decided to expand the price increase. Samsung is expected to have a big influence on pricing, as it controls about half of the enterprise SSD market.

Samsung Electronics topped the global SSD market with a 41.7 percent share, followed by SK Hynix (33.2 percent), Micron (10.8 percent), Kioxia (9.4 percent) and Western Digital (9.4 percent), according to a March 7 TrendForce survey

2. Consumer SSD prices continue to rise.

Meanwhile, new news is coming to the consumer SSD market. According to a Nikkei report on April 2, the wholesale price (bulk trading price) of TLC 256GB, a benchmark SSD product, was about $28.5 per unit in the January-March period, up 12% from the previous quarter (October-December 2023).

High-capacity SSDs (512GB) cost $53.5 per unit, up 10% from the previous quarter. Prices rose for the second consecutive quarter, increasing growth compared to a 9% increase in the previous quarter. Wholesale SSD prices are determined once every season between memory manufacturers and buyers.

Most buyers are willing to accept requests from memory manufacturers for price increases for profit. Price increases are understandable given that different memory manufacturers are losing money, according to Nikki, citing procurement managers at certain PC manufacturers.

Since the second quarter of 2023, SSD prices have begun to rise due to increased market demand and NAND flash memory manufacturers' production-cutting strategies, experiencing a significant increase in a relatively short period of time.

3. Industry urges supply to meet SSD demand

As global technology giants such as NVIDIA and Tesla accelerated their expansion in the artificial intelligence (AI) field, market demand for storage devices surged significantly. Major server companies such as Dell Technologies and Hewlett-Packard Enterprise (HPE) are competing for SSDs. According to the industry, server operators recently placed emergency orders to expand memory capacity, and manufacturers are also considering increasing production in the face of a shortage of some products.

According to a report by The Electric in mid-March, Samsung Electronics' Xi'an NAND flash plant in China resumed operation at a rate of around 70%, considering the memory manufacturers' moves. Samsung Electronics reduced its plant utilization rate to 20-30% in the second half of 2023, the lowest since 2022, when memory prices and demand began to fall.

NAND flash leader Kioxia plans to increase production by adjusting its production cuts strategy, which began in 2022. Kioxia expects NAND plant utilization to recover to about 90% by March 2024, depending on demand.

On March 27, Micron announced the groundbreaking ceremony for a new packaging and testing plant in Xi'an. The new plant will begin production in the second half of the year 25, gradually in line with market demand.


https://www.trendforce.com/news/2024/04/09/news-ssd-prices-keep-rising/?fbclid=IwAR3_0LHUOH9kf5R5e1HaKZ4kFnbx-L_zlS5xIIMVfmPw7MBndrughmdOa2U