Storage Market Gains Attention, While SSD and Memory Prices Face Short-Term Pressure

SSD Market: Inventory Reduction Remains the Main Focus

The SSD market showed a mild downward trend this week. Compared with previous years, promotional activity during the shopping season has been less aggressive. However, some brands continue to offer competitive pricing to stimulate sales and support channel partners.

At present, many distributors are prioritizing inventory clearance, leading to price adjustments across several product categories.

Price movements this week:

l NVMe PCIe 3.0 SSDs: Most capacities declined by approximately 2%-8%, while 240GB and 2TB remained stable.

l NVMe PCIe 4.0 SSDs: Most capacities declined by around 2%, except for 480GB, which remained unchanged.

l SATA SSDs: Smaller capacities remained stable, while larger capacities fell by approximately 1%-3%.

Overall, the SSD market is still focused on inventory optimization and improving cash flow.

DRAM Market: Stable Pricing with Improved Trading Activity

DRAM prices remained largely stable this week, while market trading activity showed noticeable improvement.

However, the overall supply-demand balance in the DDR4 market remains largely unchanged.

Current market observations include:

l High-capacity DDR4 products continue to face some pricing pressure.

l DDR5 demand remains relatively stable and continues to outperform DDR4.

l The DRAM market is expected to remain generally stable in the short term.

In the OEM memory market this week:

l DDR4 pricing remained stable across most capacities, with only 16GB 2666MHz modules declining by around 1%.

l DDR3 4GB modules increased by approximately 3%, while 8GB modules remained unchanged.

Market Outlook

Although the market is currently in a traditional seasonal slowdown, industry sentiment toward future demand recovery remains positive. In the near term, SSD suppliers are expected to continue focusing on inventory management, while the DRAM market is likely to maintain stable pricing and healthy inventory levels.