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In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to limit future price increases, weaken supplier bargaining power, and push the market into a phase of capacity and inventory adjustment.
Suppliers prioritize profitable products. July NAND Wafer demand weakens, supply stays firm, price keeps rising, with future leveling likely.
Driven by telecom tenders and supply adjustments, SLC/MLC NAND prices keep rising. Demand from industrial, aerospace, and AI supports continued price strength.
US tariff measures dampen market sentiment; contract price talks extend to late Q3. SK hynix's strong Q2 results driven by AI and SSD demand, but NAND pricing remains pressured. Inventory and demand likely to stabilize in 2H25, limiting upside for price recovery.
Q3 PC-Client SSD prices are supported by commercial models replacements and limited supply, while demand of consumer models remains weak, leading to market divergence. With diminishing policy benefits, prices hike percentage matches the previous quarter. New applications create opportunities, but further growth depends on future market and end-user demand trends.
The 3Q25 contract market is stalled, with spot demand weak. For 2026, NAND Flash supply and demand are set to soften, driven by economic uncertainty and tariffs, indicating persistent price pressure.
eMMC/UFS contract prices for the third quarter of 2025 are projected to remain flat. Fading policy benefits, tariff impacts, and weak consumer demand limit upward movement. Suppliers are shifting focus to non-consumer applications for profitability, anticipating a potential price decline later in the year.
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden demand surges or major supply cuts occur, prices are unlikely to rise.
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
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