Institutions: Storage product growth will slow down in Q3 2026

K-LinePoet · 2026-04-01T04:15:25+00:00

On March 27, according to reports from CFMS|MemoryS at the 2026 Flash Memory Industry Summit, the prices of storage products have experienced three consecutive quarters of significant increases. It is expected that starting from the third quarter of 2026, the price growth will slow down and gradually stabilize, with some specific product lines showing price differentiation. For customers, locking in storage capacity is more important than locking in prices. Compared to the booming AI market, the consumer market represented by smartphones is entering a painful period, with costs rising rapidly. Sales volume is expected to decrease by about 10%, with some smartphones experiencing declines of up to 30%. (Securities Times)

K-LinePoet

2026-04-01 04:15:25

On March 27, according to a reporter from CFMS|MemoryS 2026 Flash Memory Industry Summit, the prices of storage products have risen for three consecutive quarters. It is expected that starting in the third quarter of 2026, the rate of increase will slow down, gradually converge, and the online prices of some specific products will show some divergence. For customers, locking in storage production capacity is more important than locking in prices. Compared with the hot AI market, the consumer market represented by smartphones is entering a period of pain: costs are rising rapidly, and sales volume is expected to decline by about 10%, with some smartphone price drops reaching as high as 30%. (Securities Times)

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