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Slump in Both Volume and Price Leads to Global Enterprise SSD Revenue Falling by Nearly Half, Says TrendForce

1 June 2023

This resulted in a significant 47.3% decline in Q1 revenue, reducing it to US$1.998 billion. However, after the Q1 inventory liquidation, there’s been a projected slight uptick in purchasing demand for server ODM orders in Q2. Consequently, enterprise SSD suppliers’ revenue is anticipated to revert to a growth trajectory in the second quarter.

Total NAND Flash Revenue Falls 16.1% in 1Q23 as Demand Continues to Decline, Says TrendForce

1 June 2023

TrendForce’s recent analysis reveals that purchasing momentum in the NAND Flash market has decelerated during 1Q23. Despite suppliers aggressively slashing prices to stimulate sales, the bit shipment volume of NAND Flash witnessed only a marginal growth of 2.1% over the quarter. Coupled with a 15% drop in ASP, the NAND Flash industry registered a QoQ revenue decrease of 16.1%, amounting to about US$8.63 billion. 

DRAM Industry Q1 Revenues Decline 21.2% QoQ, Marking Third Consecutive Quarter of Downturn, Says TrendForce

25 May 2023

TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to US$9.663 billion. This significant dip represents the third consecutive quarter where revenues have fallen.

Reduced Production Capacity May Become Short-Term Norm for MLCC Suppliers as Consumer Market Slumps, Says TrendForce

18 May 2023

TrendForce reports that global economic headwinds have had a significant impact on the MLCC industry, with shipments from January to April of this year totaling 1.359 trillion units.

Server Shipments to Fall an Estimated 2.85% YoY in 2023, Says TrendForce

17 May 2023

TrendForce reveals that alongside the four major CSPs reducing their procurement volumes, OEMs like Dell and HPE have also scaled back their annual shipment volume forecasts at some point between February and April, predicting YoY declines of 15% and 12%, respectively.

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