Recently, the overall price increase trend of NAND flash memory has begun to appear. First, SanDisk announced that it will increase prices by more than 10% starting from April 1, and all channels and consumer products are no exception. Subsequently, Micron revealed that it would increase the purchase price for channel dealers, and Samsung Electronics and SK Hynix are likely to follow suit in April.
The latest news from the channel stated that,In the face of overall price increases by foreign flash memory manufacturers, the retail brand of Yangtze River Storage will also increase its channel delivery price from April. The specific extent is unknown, but it may exceed 10%.
According to CFM flash memory market quotations, starting from February, the prices of SSD and small-capacity eMMC in some channels have begun to rise.
Regarding this wave of flash memory price increases, CFM flash memory market analysis believes that,As the demand for storage in various fields increases, it is extremely important for the storage market to maintain reasonable and stable prices. This will help drive customers to upgrade to large capacities, thereby promoting the continued development of the storage industry.
at the same time,Samsung, SK Hynix, etc. all took production reduction measures at the beginning of this year, the annual output is expected to decrease by more than 10%, which has had a significant impact on the entire global flash memory market. Flash memory supply has begun to tighten and price increases are inevitable.
At the recently held CFM|MemoryS2025 Flash Memory Market Summit, large-capacity storage has become one of the industry trends, especiallyIn enterprise-level applications, 32TB SSD has been mass-produced and rolled out on a large scale, and the demand for 64TB and 128TB is also increasing rapidly. PCIe5.0 SSD will also accelerate its popularity. It is expected that the proportion will reach about 30% this year and increase to about 50% next year.
At the same time, in the field of AIPC and AI mobile phones, the demand for storage capacity of terminal equipment will also increase significantly. The demand is very strong, especially for AThe proportion of I mobile phones will rapidly increase from about 10% in 2024 to about 30% in 2025 and about 50% in 2026.
It is worth mentioning that the emergence of DeepSeek has greatly reduced the demand for GPU computing power, which is conducive to promoting the inclusiveness of AI and giving more users the opportunity to deploy and experience large AI models in the cloud and locally. This has also greatly promoted further demand for storage.
During the summit, Yangtze Storage also announced the next generation enterprise-level SSDPE511.Supports PCIe5.0 for the first time, adds 16TB and 32TB capacity for the first time, adds E3.S interface form for the first time, and improves overall performance by 100%, in line with industry trend development.