02/22/2025, 05:30 AM UTC
存储市场，又变天了？The Storage Market: Another Winter Approaching?
➀ 自2021年第三季度以来，包括NAND和DRAM在内的存储市场受到了严重冲击，DRAM价格下跌了57%，NAND价格下跌了55%；
➁ 由于AI的兴起和AI芯片对HBM的需求，市场在2023年下半年开始复苏；
➂ 然而，温暖的季节并没有持续太久，到2025年初，存储市场似乎又迎来了另一个冬天；p>
➃ 预计2025年上半年NAND价格仍将低迷，但由于AI服务器需求的持续增长，预计SSD的位出货量将在下半年增加；
➄ DRAM价格预计将在2025年第一季度明显下降，主要由于消费者需求疲软和DDR4内存模块供应过剩；
➅ 预计DRAM行业未来将转向DDR5和HBM，因为这些技术在数据中心和AI应用中变得越来越重要。
➀ The storage market, including NAND and DRAM, has been severely impacted since the third quarter of 2021, with DRAM prices falling by 57% and NAND prices by 55%;
➁ The market began to recover in the second half of 2023, driven by the rise of AI and the demand for HBM in AI chips;
➂ However, the warm season did not last long, and the storage market seems to be facing another winter at the beginning of 2025;
➃ NAND prices are expected to remain low in the first half of 2025, but SSD shipments are expected to increase in the second half due to growing demand for AI servers;
➄ DRAM prices are also expected to decline significantly in the first quarter of 2025, mainly due to weak consumer demand and excess supply of DDR4 memory modules;
➅ The DRAM industry is expected to shift its focus to DDR5 and HBM in the future, as these technologies are becoming increasingly important in data centers and AI applications.
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