Ceny SSD spadną jeszcze bardziej w I kw. 2022 r.
Obniżki mogą wynieść nawet 10 proc. - według prognozy.

Przeceny sięgną ok. 5-10 proc. kw./kw. na dyskach klienckich SSD, oraz ok. 3-8 proc. na korporacyjnych nośnikach SSD PCIe – według prognozy.
Ceny klienckich dysków SSD pozostaną w trendzie spadkowym w I kw. 2022 r. Będą niższe o ok. 5-10 proc. w porównaniu do IV kw. 2021 r. – prognozuje TrendForce. Zanosi się więc na kolejny okres przeceny, po ok. 3 – 8 proc. spadku w IV kw. 2021 r. (kw./kw.).
Firma badawcza przewiduje, że po nowym roku spadnie popyt na notebooki zarówno w segmencie konsumenckim, jak i komercyjnym, co będzie skutkować ograniczeniem zakupów SSD przez produkcentów PC.
Nasili się również konkurencja między dostawcami SSD. WD wypuszcza produkty z pamięciami QLC, podczas gdy nośniki z QLC wprowadzają na rynek także Intel i Micron.
Według prognozy wzrośnie średnia pojemność klienckich dysków SSD – do 567 GB w 2022 r.
Mniejsze przeceny na korporacyjnych SSD
W przypadku SSD klasy enterprise, po niewielkich wzrostach cen w IV kw. 2021 r. (do +5 proc. wg TrendForce), przewidywane są obniżki dla nośników PCIe. W I kw. 2022 r. mają sięgnąć 3-8 proc. kw./kw. Stawki za dyski SSD SATA powinny natomiast utrzymać się na podobnym poziomie jak w IV kw. 2021 r.
Za przewidywane przeceny odpowiada głównie wzrost zapasów SSD u amerykańskich dostawców hiperskalowych, spowodowany mniejszą produkcją serwerów z uwagi problemy z komponentami.
Oczekuje się, że niewystarczająca dostępność niektórych podzespołów da o sobie znać także w I kw. 2022 r., a w rezultacie dostawy serwerów spadną w porównaniu z IV kw. 2021 r., przez co zmniejszy się popyt na SSD – zakłada prognoza.
Produkcja SSD PCIe wraca do normy
Z kolei po stronie podażowej problem niewystarczających mocy wytwórczych PMIC (układy scalone do zarządzania energią) został złagodzony, w związku z tym możliwości produkcyjne nośników SSD PCIe powoli wracają do normy. Według analityków zaczyna pojawiać się pole do negocjacji cenowych z dostawcami.
Jeśli chodzi o korporacyjne SSD SATA, ich podaż stała się stosunkowo niewielka, ponieważ producenci przedkładają produkcję nośników SSD PCIe o wysokiej gęstości nad SSD SATA, które mają starszy interfejs i mniejszą gęstość.
W związku z tym ceny kontraktowe modeli SATA raczej nie spadną – zdaniem TrendForce.
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To dobrodziejstwo dla AMD - twierdzą analitycy. Wskazują też inny powód, dlaczego klienci będą preferować tę markę.
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