As indicated by the survey of global market intelligence firm TrendForce, uncertainties of US tariff policy and regional conflicts have prompted a number of suppliers to decelerate their investment and wait on the fence...
As indicated by the survey of global market intelligence firm TrendForce, February saw a similar market status to that of January due to off season effects and suppliers’ excessive inventory...
Negotiations for contract prices of various products are mostly done for this quarter. Among which, enterprise SSD saw a widened reduction to 18-23% as CSPs have yet to recover their purchase dynamics...
TrendForce reports that the NAND Flash industry's revenue fell by 6.2% QoQ in 4Q24 due to continued inventory reductions by consumer electronics OEMs. Despite relatively stable demand for enterprise SSDs, overall market oversupply led to price declines. In 1Q25, the NAND Flash industry's revenue is projected to drop by more than 20% QoQ due to seasonality and suppliers' aggressive production cuts. Suppliers are actively adjusting capacity and product strategies to address market challenges.
TrendForce reports that despite enterprise SSD order growth driven by NVIDIA's H-series in 4Q24, weak demand for consumer products dampened price increases for enterprise storage, resulting in a slight 0.5% QoQ decline in NAND Flash suppliers' overall enterprise SSD revenue. Enterprise SSD revenue is projected to drop by nearly 30% QoQ in 1Q25 due to suppliers' inventory reduction strategies. Suppliers are actively adjusting their product strategies to address market changes.
