PC-Client OEM SSD Contract Price 1Q26

Last Modified

2026-01-20

Update Frequency

Quarterly

Format

PDF

In Q1 2026, robust Server and AI demand crowded out Client SSD capacity as suppliers prioritized high-margin enterprise products. Coupled with low OEM inventory and replacement cycle needs, contract prices surged significantly. Tight supply is expected to persist, though rising costs may dampen PC shipments.

Key Highlights

Capacity Crowding Out: Suppliers prioritized high-margin Server and AI orders, causing a severe squeeze on Client SSD availability and creating tight supply conditions.
Price Surge: Driven by Windows 10 replacement cycles and inventory restocking, strong demand triggered a sharp rise in contract prices across all specifications despite the off-season.
Market Outlook: The upward price trend is expected to continue into the next quarter. However, soaring BOM costs may force OEMs to hike prices or downgrade specs, negatively impacting consumer interest and accelerating the decline in PC shipments.

Client SSD Contract Prices Surge as Increasing Demand Related to Servers and AI Has Resulted in Production Capacity Crunch
- Client SSD Contract Price Update