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eMMC/UFS Contract Price 4Q25

Last Modified

2025-10-23

Update Frequency

Quarterly

Format

PDF

Supply bottlenecks and migration curb NAND output; enterprise SSD crowds out eMMC/UFS, lifting prices into next year.

Key Highlights

End demand weak; smartphones/tablets miss peak, new uses still small
Node shifts and supply bottlenecks cut bit output
HDD delays push CSPs to enterprise SSD, squeezing eMMC/UFS supply
Sellers hold pricing power; eMMC outpaces UFS
Uptrend likely extends into next year despite softer demand

Table of Contents

Supply Chain Bottlenecks Become More Severe, Squeezing NAND Flash Production Capacity and Resulting in Across-the-Board Price Hikes of 5-10%
eMMC: Suppliers’ Process Upgrades Impact Output, and Their Prioritization of Enterprise SSD Orders Is Also Having Pronounced Constraining Effect on Supply of Other NAND Flash Products
UFS: Tight Supply Has Offset Weak End-Product Demand, Leading to Modest Price Hikes
As Tight Supply Drives Prices Upward, Market Concern Is Now on Slumping Demand
- MMC/UFS Contract Price Update

<Total Pages: 3>

MMC/UFS Contract Price Update

Category: DRAM , NAND Flash

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