PC-Client OEM SSD Contract Price 3Q25

Last Modified

2025-07-24

Update Frequency

Quarterly

Format

PDF

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.

Key Highlights

Q3 OEM client SSD prices increase, driven by enterprise refresh and tight NAND supply.
Policy tailwinds fading; consumer notebook demand remains weak.
Manufacturers focus on high-margin, advanced SSDs; promote high-capacity QLC products.
AI-related demand supports only limited market growth.
New applications—premium Chromebooks, automotive systems—boost SSD adoption.
Module makers’ higher costs prevent aggressive price competition.
Price trends will depend on global economic outlook and inventory digestion; further increases are not guaranteed.

Client SSD Prices for 3Q25 Show Same QoQ Hikes Compared with 2Q25 as Inventory Replenishment and Enterprises' Device Upgrade Demand Have Been Offset by Weakening Demand for Consumer NBs
Enterprises' Device Replacements Will Prop Up Demand in Short Term; Future Growth Potential Lies in Emerging Applications
- PC-Client OEM SSD Contract Price Update