Samsung Electronics expects DRAM shipments to grow, SSD prices may be affected

According to news on May 24, the SSD market may usher in major changes, and major manufacturers in the industry have begun to take action.

According to Korean media "Pulse", Samsung Electronics expects DRAM shipments in the second quarter to increase by about 15%-20% compared with the first quarter of last year, and to decrease by 10% compared with the previous quarter. Relatively outstanding.

Due to market recovery, SK Hynix’s losses reached 5 trillion won in the last quarter, but it is now expected to turn around. Market expectations are for 20% growth, but the company expects second-quarter shipments to grow by 30%-50%.

As the prices of other brands of NAND flash memory gradually increase, Yangtze Memory has also begun to reduce its discount strategy. The editor learned that Yangtze Memory's original flash memory has officially started to increase prices, with an increase of about 3-5%. For example, the price of 256G has increased by 4-5 US dollars (approximately RMB 28-35 yuan).

The supply chain stated that as the frequency of production cuts by major manufacturers increases, coupled with the surge in storage demand from artificial intelligence, the prices of storage products such as SSDs will rise in the short term. While price increases are a good thing for manufacturers, the final increase should be determined based on market reaction.

As the industry changes, the SSD market is about to face a comprehensive price increase. Shipment growth expectations from major players such as Samsung Electronics and SK Hynix, as well as price adjustments from Yangtze Memory, indicate this trend. However, the extent of future price increases remains to be determined by market reaction and impact. Regardless, this change will further shape the landscape of the storage industry.

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