On December 31, Jinshi Data News, according to the latest survey by TrendForce Seto Consulting, NAND Flash suppliers in the first quarter of 2025 will face challenges such as continuous rise in inventory, declining order demand, and an average contract price decline of 10% to 15%. Among them, the decline in wafer prices will converge. In terms of module products, due to stable Enterprise SSD orders, it is expected to buffer the downward trend of contract prices; Client SSD and UFS will continue to explore due to weak demand for consumer terminal products and conservative buyer purchasing intentions. Price.
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Institutions: It is expected that NAND Flash prices will drop by over 10% in the first quarter of next year.
On December 31, Jinshi Data News, according to the latest survey by TrendForce Seto Consulting, NAND Flash suppliers in the first quarter of 2025 will face challenges such as continuous rise in inventory, declining order demand, and an average contract price decline of 10% to 15%. Among them, the decline in wafer prices will converge. In terms of module products, due to stable Enterprise SSD orders, it is expected to buffer the downward trend of contract prices; Client SSD and UFS will continue to explore due to weak demand for consumer terminal products and conservative buyer purchasing intentions. Price.