Enterprise SSD purchasing capacity is rising, and the price is expected to increase by more than 10% in the third quarter From TrendForce
The following is the Enterprise SSD purchasing capacity is rising, and the price is expected to increase by more than 10% in the third quarter From TrendForce recommended by recordtrend.com. And this article belongs to the classification: TrendForce.
Trendforce Jibang consulting said that since the second quarter of this year, thanks to the upward growth of server shipment, the purchase volume of enterprise SSD has also increased at the same time. Among them, the growth of 8tb capacity of data center is the most obvious. It is estimated that this growth trend will continue to the third quarter. However, due to the shortage of wafer OEM capacity, SSD related parts may be in short supply. As a result, trendforce has increased the quarterly increase of enterprise SSD contract price in the third quarter from the original forecast of 5-10% to 10-15%.
Trendforce further pointed out that the strong demand for enterprise SSD in the third quarter was mainly due to the end of inventory adjustment for North American data center customers and the continuous expansion of storage capacity, as well as the increase of information budget for servers and other related information of government agencies and small and medium-sized enterprises around the world, which led to the order volume rising quarter by quarter. In addition, with the mass production of the new generation of Intel and AMD platforms, the demand for data computing and storage increases, which makes SSD capacity tend to be mainly 4 / 8tb, enabling data center customers to optimize the construction cost by increasing the capacity density.
Samsung ranks first in the supply of enterprise SSD and will take the lead in product pricing
From the perspective of suppliers, only Samsung is expected to expand the market share of its enterprise SSD products in the face of insufficient supply of some parts. The main reason is that the proportion of Samsung’s self-made parts is better than that of other suppliers, so the SSD supply elasticity is higher. In terms of the volume of shipping space, Samsung’s supply share in the North American data center is expected to exceed 50% in the third quarter, which will further consolidate its price leading ability.
However, due to the shortage of PMIC supply, Intel still has production bottlenecks. In addition, it tends to order QLC products, which leads to a decline in the market share of TLC products; As for kioxia, SK Hynix and other companies, although the market share has increased with the gradual introduction of products by customers, there is still a gap with Samsung.
As for the PC client SSD part, with the current demand for pen and TV continues to strengthen, but the supply of SSD controller IC is still tight, trendforce Jibang consulting expects that the contract price of client SSD will still rise slightly in the third quarter, with a rise of about 3-8% in the quarter. However, the conversion rate of the original manufacturing process has not slowed down. The 176 layer products will still be supplied in the third quarter, and the upstream supply position will also increase quarter by quarter.
Read more: trendforce: in the second quarter of 2021, the quotation of client SSD for pen and TV increased by 3-8% in the quarter, But there is still pressure on DRAM price in the second half of the year trendforce: it is estimated that the global LCD monitor shipment will reach 150 million in 2021, with an annual growth rate of 8.6% trendforce: the overall DRAM quarterly increase will expand to 18-23% in the second quarter of 2021 : NAND flash is still oversupplied in the first quarter of 2021, with an estimated quarterly decline of about 10-15%. Trendforce: the top ten SSD module manufacturers in the world in 2019. Trendforce: after the acquisition of Xilinx, AMD will become the fourth largest IC design manufacturer in the world. Trendforce: memory is still oversupplied in the fourth quarter, The average price will drop by nearly 10% TrendForce: the Chinese mainland panel factory has the advantage of capacity, and the display panel market share will be half TrendForce in 2021. It is estimated that the global notebook computer shipments will exceed 180 million units in 2020, and the server output in the fourth quarter of TrendForce:2020 will still be weak. The price of server DRAM will be extended to 13%~18%TrendForce: the demand for video cards will continue to grow. The price of graphics DRAM is easy to rise but difficult to fall in the fourth quarter
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