10/17/2024, 01:17 PM UTC
TrendForce预测：第四季度NAND价格将下跌10%以上10%+ fall in Q4 NAND price, predicts TrendForce
➀ TrendForce预测第四季度NAND合同价格将再次下跌10%以上；➁ 由于人工智能的实际应用场景有限，PC客户端固态硬盘合同价格预计将下降5-10%；➂ 由于人工智能服务器的部署延迟，第四季度服务器OEM订单明显下降；➃ 智能手机和笔记本电脑制造商正在采取库存减少策略，预计第四季度eMMC和UFS价格将下降8-13%。➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.
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