3Q25 SSD Datasheet

Last Modified

2025-08-21

Update Frequency

Quarterly

Format

EXCEL

SSD Datasheet provides you with latest SSD density and shipment forecast in PC, server, disk on module and MID market.

Key Highlights

In 3Q25, NAND Flash output contracted due to production cuts and advanced processes, keeping the market tightly balanced.
Consumer NB demand slows due to China's subsidy phase-out and US tariff impacts; meanwhile, commercial NB demand remains robust, driving client SSD needs.
Specific capacities see slight price adjustments, but overall prices rise by 5-10% QoQ, similar to the previous quarter.
4Q25 pricing will depend on the holiday season’s ability to clear channel inventories; otherwise, prices may correct again.
With SSD attach rate in NBs at 100%, growth in average content per box over the next two years will be limited, driven mainly by DIY enthusiasts, gamers, and professionals.
Retail SSD market is impacted as consumers no longer need to replace HDDs with SSDs.
Adoption of PCIe 5.0 SSDs remains low due to overkill in performance and high costs, primarily serving professional content creators.
QLC products are key for profitability due to low costs and high density; expected to constitute 35% of client SSD shipments in 2025 and 45% in 2026.