Storage Market Sees Tight Supply and Rising Prices

According to CFM’s flash memory market report, the storage market has recently experienced tight supply and rising prices across the board:

Flash wafer prices have remained stable, while DDR chips, channel SSDs, and memory modules have all seen significant price increases;

Due to upstream manufacturers controlling supply, shortages of some resources, and increased urgent orders from industrial and consumer sectors, manufacturers are generally strictly controlling supply and continuously raising prices. In particular, LPDDR4X is facing a supply gap due to adjustments in older production lines, further driving up prices. Overall, the market sentiment is bullish.

 

DDR:

DDR4 16Gb 3200 increased by 7.14% to $30.00,

DDR4 16Gb eTT increased by 4.00% to $7.80,

DDR4 8Gb 3200 increased by 10.00% to $11.00,

DDR4 8Gb eTT increased by 12.50% to $4.50,

DDR4 4Gb eTT increased by 2.38% to $1.72,

DDR5 24Gb Major increased by 4.00% to $26.00,

DDR5 16Gb Major increased by 5.56% to $19.00,

DDR5 16Gb eTT increased by 16.67% to $10.50.

 

 

SSD (Channel Market):

Channel SSD 120GB SATA increased by 32.65% to $13.00,

Channel SSD 240GB SATA increased by 35.71% to $19.00,

Channel SSD 480GB SATA increased by 28.57% to $36.00,

Channel SSD 256GB PCIe 3.0 increased by 29.73% to $24.00,

Channel SSD 512GB PCIe 3.0 increased by 29.03% to $40.00,

Channel SSD 1TB PCIe 3.0 increased by 29.31% to $75.00,

Channel SSD 512GB PCIe 4.0 increased by 25.00% to… $45.00

Channel SSD 1TB PCIe 4.0 increased by 26.98% to $80.00

Channel SSD 2TB PCIe 4.0 increased by 30.43% to $150.00

 

 

SSD (Industry Market):

OEM SSD 256GB SATA increased by 5.26% to $30.00,

OEM SSD 512GB SATA increased by 6.25% to $51.00,

OEM SSD 1TB SATA increased by 14.46% to $95.00,

OEM SSD 256GB PCIe 3.0 increased by 6.45% to $33.00,

OEM SSD 512GB PCIe 3.0 increased by 5.88% to $54.00,

OEM SSD 1TB PCIe 3.0 increased by 16.28% to $100.00,

OEM SSD 512GB PCIe 4.0 increased by 3.57% to $58.00,

OEM SSD 1TB PCIe 4.0 increased… Price increased by 16.67% to $105.00,

OEM SSD 2TB PCIe 4.0 rose 17.82% to $205.00.

 

 

Memory Modules (Channel Market):

DDR4 UDIMM 8GB 3200 increased by 25.00% to $30.00;

DDR4 UDIMM 16GB 3200 increased by 22.22% to $55.00;

DDR4 UDIMM 32GB 3200 increased by 15.79% to $110.00;

DDR5 UDIMM 16GB 5600 increased by 47.78% to $60.00;

DDR5 UDIMM 16GB 6000 increased by 44.44% to $65.00;

DDR5 UDIMM 32GB 5600 increased by 42.68% to $117.00;

DDR5 UDIMM 32GB 6000 increased by 41.18% to… $120.00;

 

 

LPDDR:

LPDDR4X 96Gb increased by 17.65% to $60.00,

LPDDR4X 64Gb increased by 20.00% to $48.00,

LPDDR4X 48Gb increased by 18.18% to $39.00,

LPDDR4X 32Gb increased by 22.88% to $29.00,

LPDDR4X 16Gb increased by 19.72% to $17.00.

 

 

eMCP:

eMCP (eMMC + LPDDR4X) 64GB+32Gb increased by 19.38% to $38.20,

eMCP (eMMC + LPDDR4X) 128GB+32Gb increased by 19.74% to $45.50,

eMCP (eMMC + LPDDR4X) 128GB+48Gb increased by 16.67% to $56.00.

 

 

uMCP:

uMCP (LPDDR4X + UFS2.2) 4GB+128GB: Up 20.51% to $47.00,

uMCP (LPDDR4X + UFS2.2) 6GB+128GB: Up 16.33% to $57.00,

uMCP (LPDDR4X + UFS2.2) 8GB+128GB: Up 20.00% to $66.00,

uMCP (LPDDR4X + UFS2.2) 8GB+256GB: Up 14.29% to $80.00.

 

(Data source: CFM Flash Market)