Enterprise SSD Contract Price 3Q25

Last Modified

2025-08-01

Update Frequency

Quarterly

Format

PDF

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.

Key Highlights

Strong AI and general server demand push enterprise SSD prices up, mainly led by North American and Chinese CSPs.
Tight supply of key components supports price hikes, yet inventory clearance and cautious outlook limit increases.
North American AI server deployments and general-purpose server construction drive parallel SSD demand; Chinese CSPs ramp up self-sufficiency via domestic SSDs.
In-house SSD development spreads to US AI storage firms, marking a shift towards customized high-performance solutions and impacting standard products.
Short-term pricing benefits from demand, but long-term, self-built trends and inventory pressure restrain further increases.
OEMs will face diminishing pricing power and may resort to price adjustments, with the market entering a phase of capacity and stock optimization.

Surge of AI and General-Purpose Server Orders Ascended Enterprise SSD Prices by 4-6%
Chinese CSPs' In-House SSD Solutions Account for Nearly 20%; YMTC’s NAND Flash Serves as Key Factor
- Enterprise SSD Contract Price Update