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TrendForce: Enterprise SSD prices expected to rise in Q4 on strong North American cloud demand
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According to a September 21 report from 财联社 citing TrendForce research, enterprise SSD prices are expected to continue rising in the fourth quarter, driven by increased demand from North American cloud service providers (CSPs). Over the past two weeks, major US-based cloud firms have raised their demand forecasts for enterprise SSDs as they accelerate deployment and expand application scenarios. The demand is not limited to high-performance TLC products; QLC products, which offer lower cost per unit capacity and higher efficiency, are a key growth driver. Based on recent shipment momentum, total enterprise SSD orders in Q4 are expected to surpass the Q3 peak, indicating a strong upward trend. This gives SSD manufacturers greater leverage in capacity allocation and pricing in the enterprise market, further supporting the price uptrend.
Source report
September 21 — According to a research report from TrendForce, demand for Enterprise SSDs from U.S.-based cloud vendors has increased over the past two weeks. This uptick is primarily attributed to major cloud service providers (CSPs) accelerating the expansion of Enterprise SSD deployment and application scenarios.
Notably, the current wave of demand is not limited to high-performance TLC products. QLC products, which offer lower unit storage costs and higher efficiency, have become the primary driver of growth.
Based on recent shipment momentum, total Enterprise SSD orders in the fourth quarter are expected to surpass the peak seen in the third quarter, indicating a strong and sustained upward trend. This has significantly enhanced manufacturers' pricing power and capacity allocation leverage in the enterprise market, further solidifying the foundation for continued price increases in Enterprise SSDs.
Source
财联社Eastern
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Enterprise SSD prices forecast to rise in Q4 on strong North American cloud demand