Nadpodaż SSD. Ceny pójdą w dół
Mniejsze zapotrzebowanie na sprzęt ograniczy ceny SSD, jednak nie dotyczy to wszystkich nośników - według prognozy.

Producenci PC będą potrzebować mniej nośników klienckich, natomiast zwiększona podaż SSD dla przedsiębiorstw nieuchronnie zaostrzy konkurencję – twierdzi TrendForce
Ceny SSD spadną w III kw. br. nawet o 8 proc. wobec II kw. br. – przewiduje TrendForce. Firma wskazuje na nadpodaż na rynku NAND Flash. Jej zdaniem doprowadzi do tego spadek popytu na elektronikę użytkową, taką jak laptopy i mniejszym zapotrzebowaniem na pamięci chińskich marek smartfonów z powodu pandemii i rosnącej inflacji.
Oczekuje się, że ceny klienkich nośników SSD zmniejszą się o ok. 3-8 proc. w III kw. br. Powodem jest mniejszy niż w 2021 r. popyt na laptopy i chęć ograniczenia zapasów sprzętu przez marki PC.
„Zamiar redukcji zapasów jest oczywisty. Zamówienia w szczycie sezonu mogą spaść poniżej poziomu z ubiegłego roku” – twierdzi TrendForce.
Jednocześnie zauważa, że w miarę powrotu dostawców SSD do normalnej mocy produkcyjnej, podaż klienckich SSD nadal rośnie.
SSD dla przedsiębiorstw: wzrost sprzedaży i… konkurencja cenowa
W przypadku SSD dla przedsiębiorstw wzrost cen odnotowany w II kw. br. wyhamuje, nie przewiduje się jednak spadku w III kw. br. Wynika to z tego, że zamówienia na nośniki półprzewodnikowe do hiperskalowych centrów danych pozostają wysokie, a w porównaniu z innymi produktami zapasy dysków SSD klasy enterprise w ocenie analityków „są rozsądne”.
Co więcej, można oczekiwać, że globalne zakupy dysków SSD dla przedsiębiorstw wzrosną o 10 proc. kw/kw w III kw. 2022 r. Jednak zwiększona podaż nieuchronnie zaostrzy konkurencję cenową – przewiduje TrendForce.
Ze względu na szybko słabnący popyt na inne produkty końcowe, dyski SSD dla przedsiębiorstw są obecnie preferowaną kategorią sprzedaży dla wszystkich producentów – stwierdza raport.
Prognoza cen produktów NAND flash na II i III kw. 2022 r.

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