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PC-Client OEM SSD Contract Price 4Q25
Last Modified
2025-10-23
Update Frequency
Quarterly
Format
Clouds shift to enterprise SSDs amid HDD delays, tightening supply and lifting prices. AI and commercial PCs refresh keep demand firm.
Key Highlights
- Clouds pivot from delayed HDDs to enterprise SSDs; QLC density leads, lifting prices
- Suppliers keep cuts/underload, prioritize margins; client mainstream stays tight
- AI/performance laptops, education rush, easing freight support stocking
- With DRAM/CPU hikes, brands favor value SSD mixes
- Legacy Windows EoS accelerates corporate refresh
- If HDD delays persist and cloud QLC adoption widens, the upcycle may extend
Table of Contents
- Client SSD Contract Prices Have Risen by 5-10% QoQ for 4Q25 as Business NB Models Drive Demand and Surge in Enterprise SSD Orders Causes Supply Constraints
- PC-Client OEM SSD Contract Price Update
<Total Pages: 3>
Category: NAND Flash
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