Core Viewpoint - Kingston believes that the prices of solid-state drives (SSDs) will continue to rise, urging consumers to purchase immediately to avoid higher costs in the future [1][2][3]. Group 1: Price Trends - NAND flash prices have increased by 246% since Q1 2025, with 70% of this increase occurring in the last 60 days [1]. - The current price increase rate is unprecedented in Kingston's 29-year history [4]. - Kingston's pricing strategy has been adjusted due to NAND flash memory accounting for 90% of the material costs in SSDs [1]. Group 2: Market Demand - There is a significant supply-demand imbalance for memory modules and mechanical hard drives, leading to price increases of up to several times [1]. - While SK Hynix predicts limited growth in consumer SSD demand, Kingston anticipates that enterprise SSD demand will rise, potentially affecting consumer SSDs but to a lesser extent [1]. - Kingston plans to fill the market gap left by Micron's exit from the consumer memory and SSD market, focusing on distribution channels [5]. Group 3: Future Outlook - Kingston's business manager does not foresee a drastic price drop in the near term, despite hopes that supply shortages will not last long [5].
SSD 要买趁早 不然更贵
猿大侠·2025-12-18 04:11