SSD będzie droższe
Odwrócił się trend spadku cen nośników SSD. W 2017 r. będzie drożej.

W br. ma miejsce nie oglądana od dawna w takiej skali podwyżka cen komputerowych dysków SSD. Na rynku OEM w III kw. br. ceny modeli klienckich opartych na kościach MLC wzrosły o 6-10 proc., a w IV kw. br. pójdą w górę o kolejne 6 – 9 proc. wobec III kw. – przewiduje DRAMeXchange. W I kw. 2017 r. ma być jeszcze drożej.
Stawki rosną ze względu na wzrost produkcji nowych laptopów z SSD, w sytuacji niedoborów pamięci NAND. W III kw. br. już 35-36 proc. laptopów wprowadzonych na światowy rynek miało na pokładzie nośniki SSD. Według prognozy w 2017 r. lub 2018 r. zostanie przekroczony udział 50 proc.
Duże zainteresowanie SSD pokazuje wzrost dostaw modeli klienckich w kanale sprzedaży (modele OEM oraz oferowane luzem) – w III kw. br. dostawy dysków SSD wzrosły o 15 – 20 proc. wobec II kw. br., do 32,3 mln szt. Ale ze względu na topniejące zapasy producentów w IV kw. br. przewidywany wzrost to tylko 2-3 proc. sekwencyjnie.
DRAMeXchange przewiduje, że dyski bazujące na TLC w br. wyprzedzą MLC pod względem udziału w sprzedaży. Z kolei w przyszłym roku znacznie wzrośnie popyt na nośniki z interfejsem PCIe. W 2016 r. osiągną ok. 20 proc. udziału w sprzedaży, w 2017 r. prognozowany jest wzrost do 30 – 40 proc., m.in. dzięki wejściu na ten rynek nowych graczy.
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SSD: „kontynuacja trendu bogacenia się bogatych producentów”
Podsumowano 2021 r. Dostawy SSD wzrosły o 11 proc. mimo problemów z podażą.
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Sprzedaż SSD enterprise wzrosła o 31 proc.
Nastąpił silny wzrost popytu. Jednak ceny w III kw. br. powinny spaść.
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