Channel SSD storage prices have risen for two consecutive weeks, domestic enterprise-grade SSDs are expected to welcome incremental opportunities

① At the beginning of March, benefiting from the shortage of low-cost resources and continued price increases, the upward shift in costs boosted the prices of finished SSD products in some channels to rise for two consecutive weeks.
② Guosen Securities stated that AI opens the incremental market for SSDs, localization opens the verification window, and domestic enterprise-level SSDs welcome incremental opportunities.

According to media reports, at the beginning of March, the stock market performed differently. Benefiting from the shortage of low-cost resources and continued price increases, the upward shift in costs has boosted the prices of finished SSD products in some channels to rise for two consecutive weeks. However, due to the impact of too much low-end supply and sluggish demand, the prices of memory strips in most channels have been lowered this week; the supply of large-capacity UFS is sufficient, customer price acceptance is low, and the demand side is mainly based on a wait-and-see attitude; only industry prices remain unchanged.

According to IDC data, it is estimated that the proportion of all-flash arrays in global enterprise-level storage systems is expected to exceed 50% in 28 years, and the global enterprise-level SSD market capacity will reach US$32.4 billion. Guosen Securities said that former manufacturers continue to reduce production, and NAND prices are expected to gradually stabilize; on this basis, AI opens the incremental market for SSDs, localization opens the verification window, and domestic enterprise-level SSDs welcome incremental opportunities.

According to the Cailian theme library, among the relevant listed companies:

yingtang zhikongAgent’s memory chips cover a variety of memory devices such as DRAM, NAND flash, EMMC and SSD.

Shannon XinchuangAs a distributor of electronic components products, it has agency rights from Hynix, MTK and other companies. Its subsidiary Haipu Storage is mainly engaged in enterprise-level SSDs.

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