Shulou(Shulou.com)11/24 Report--

Thank CTOnews.com netizens "see" for the clue delivery! CTOnews.com August 31, TrendForce released the latest research report. Data show that global original enterprise-level SSD revenue hit a new low in the second quarter of 2023, with only $1.5 billion (currently about 10.935 billion yuan), down 24.9 percent from the previous quarter.

Among them, Samsung has the highest revenue but has dropped 34.1% from the previous month, and its market share has reached 35.2%, while Hynix (including Solidigm) has decreased 18.3% to 24.9%. The market share of the two companies has exceeded 60%.

The third place was Meguiar (14.3%), down 1.8% from the previous month; the fourth place was the armor (13.6%), down 31.1% from the previous month; the market condition of Western Digital was poor, with revenue of only $180 million in the second quarter (CTOnews.com Note: currently about 1.312 billion yuan), down 20.0% from the previous quarter.

Analysts also said that the recent NAND Flash spot market particle quotation by the wafer contract price successfully pulled up the news, some items appear more active inquiry demand.

TrendForce survey found that the price increase is mainly due to further price increases by the original NAND Flash factory and some Chinese index module manufacturers in late August, which indicates that the original factory is no longer willing to sell goods at low prices, thus driving a short-term rise in the spot market of Wafer recently. However, as the relevant purchase orders are based on the increase in supply-side quotations, it remains to be seen whether there is actual terminal order support, so it will take some time for the price increase to be reflected in the terminal SSD market.

TrendForce analysts believe that as the seller still holds the leading role in the price rise of Wafer and other related NAND Flash products, short-term market price fluctuations are inevitable, but compared with the actual terminal demand, the buyer is still conservative or even pessimistic about the follow-up demand outlook, even if the purchase price is forced to rise, it is still difficult to stimulate the order volume to rise, so it remains to be seen whether the Wafer spot market price rise can continue.

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