Core Viewpoint - The storage market is experiencing a significant supply-demand imbalance, driven by enterprise-level and AI applications absorbing NAND Flash capacity, leading to a freeze in supply for the consumer market [1] Group 1: Market Dynamics - Due to insufficient NAND quotas and soaring costs, multiple PC and notebook OEMs are adjusting their 2026 product specifications, reducing 512GB SSDs to 256GB and 1TB to 512GB [1] - The shortage level reported by storage module manufacturers is unprecedented, with many companies indicating that their inventory can only last until the first quarter of 2026, and some manufacturers will have no products to deliver starting in March [1] - After the second quarter of 2026, material shortages are expected to become a widespread issue [1] Group 2: Industry Outlook - Leading module manufacturers still hold original factory contract reserves, but these can only support demand for the first half of the year, with market conditions expected to tighten further in the second half [1] - The recovery in the consumer market remains uncertain; if storage prices force PC and mobile device prices to increase, demand may reverse again [1] - Manufacturers are opting to control production and maintain supply tightness to stabilize prices [1]
NAND缺货潮加速恶化 新品SSD容量恐下修
Ge Long Hui·2025-12-10 03:10