Q1 NAND contract prices will be down 10-15%, says TrendForce, on the back of mounting inventory levels and deteriorating demand.

Contract prices of wafers are projected to fall by a QoQ of 13-18% in 1Q25—with the potential for steeper declines.

Clearing existing client SSD inventory remains a top priority in 1H25 for upstream suppliers. TrendForce forecasts a QoQ drop of 13-18% for contract prices of client SSD in 1Q25.

On the supply side, some suppliers are shifting focus to high-capacity products (>60 TB) to meet anticipated demand next year, leading to price reductions for 16 TB and 30 TB inventory—potentially at significant levels. As a result, contract prices of enterprise SSD are expected to decline by a QoQ of 5-10% in 1Q25.

As for eMMC products, smartphone manufacturers are expected to prioritise inventory digestion and favour lower-priced module products in 1Q25. . eMMC prices are forecast to drop by a QoQ of 13-18% in 1Q25.

While UFS adoption continues to grow in premium smartphones and automotive electronics, overall weak smartphone demand is expected to persist in 1Q25. TrendForce estimates contract prices of UFS will decline by a QoQ of 13-18% in 1Q25.

By: DocMemory
Copyright © 2023 CST, Inc. All Rights Reserved