The decline in SSD prices will boost the penetration of notebook SSDs by 50% in 2018
According to a survey by DRAMeXchange, the SSD market was affected by the low season effect of the first quarter, resulting in a noticeable decline in demand for PC OEM pulls compared to the fourth quarter of last year, together with SSD suppliers promoting 64/72 layers. 3D-SSD new products through price cuts to increase PC OEM plant willingness to import, the first quarter mainstream capacity PC-Client OEM SSD contract price price, in the SATA-SSD part of the previous quarter fell 3-5%; while the PCIe-SSD part A 4-6% fall, ending the gains over the past year or so.
Looking into the SSD market conditions in the second quarter, in the 64/72-storey 3D production capacity increase, but the demand-side growth is still weak, SSD will still slightly oversupply, DRAMeXchange expects the second quarter mainstream capacity contract prices will continue to decline.
Chen Hao, an associate researcher of DRAMeXchange, pointed out that last year's SSD prices were soaring. SSD purchases by PC OEMs in the second half of 2017 were more conservative than originally planned, making the average NB SSD loading rate in 2017 only 45%, lower than originally expected. After this year's SSD price reversal, the NB SSD loading rate will exceed the 50% mark. In addition, the decline in the SSD contract price will also drive the SSD mainstream capacity of the PC OEM market to 256GB. As for the 512GB specification, it is difficult to touch the sweet spot level this year, and it is estimated that it will be between 2019 and 2020. Become mainstream.
Looking into the SSD market conditions in the second quarter, in the 64/72-storey 3D production capacity increase, but the demand-side growth is still weak, SSD will still slightly oversupply, DRAMeXchange expects the second quarter mainstream capacity contract prices will continue to decline.
Chen Hao, an associate researcher of DRAMeXchange, pointed out that last year's SSD prices were soaring. SSD purchases by PC OEMs in the second half of 2017 were more conservative than originally planned, making the average NB SSD loading rate in 2017 only 45%, lower than originally expected. After this year's SSD price reversal, the NB SSD loading rate will exceed the 50% mark. In addition, the decline in the SSD contract price will also drive the SSD mainstream capacity of the PC OEM market to 256GB. As for the 512GB specification, it is difficult to touch the sweet spot level this year, and it is estimated that it will be between 2019 and 2020. Become mainstream.