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TrendForce’s latest investigations reveal that NAND Flash suppliers are expected to face mounting inventory levels and deteriorating demand for orders in 1Q25, with average contract prices forecast to decline by a QoQ of 10-15%. While wafer price declines are expected to narrow, enterprise SSD orders may offer some buffer against further price erosion. Client SSD and UFS products, on the other hand, are likely to experience continued price drops due to weak sales of consumer electronics and conservative buyer sentiment.
TrendForce’s latest investigations reveal that the DRAM market is expected to face downward pricing pressure in 1Q25 as seasonal weakness aligns with sluggish consumer demand for products like smartphones. Additionally, early stockpiling by notebook manufacturers—over potential import tariffs under the Trump administration—has further exacerbated the pricing decline.
As the market closely follows the progress of NVIDIA’s GB200 rack-mounted solution, TrendForce’s latest research indicates that the supply chain requires additional time for optimization and adjustment. This is largely due to the higher design specifications of the GB200 rack, including its requirements for high-speed interconnect interfaces and thermal design power (TDP), which significantly exceed market norms. Consequently, TrendForce projects that mass production and peak shipments are unlikely to occur until between Q2 and Q3 of 2025.
TrendForce’s latest investigations found that the enterprise SSD market experienced significant growth in 3Q24, driven by robust demand from AI-related applications. Prices surged as suppliers struggled to keep pace with market needs, pushing overall industry revenue up by an impressive 28.6% QoQ. Demand for high-capacity models was especially strong, fueled by the arrival of NVIDIA’s H-series products and sustained orders for AI training servers. As a result, the total procurement volume for enterprise SSDs rose 15% compared to the previous quarter.
According to TrendForce’s latest report, while the overall economic situation did not significantly improve in the third quarter of 2024, factors such as supply chain stocking driven by new smartphone and PC/notebook launches in the second half of the year, coupled with continued strong demand for AI server-related HPC, led to an improvement in overall wafer foundry capacity utilization compared to the second quarter.
