News The NAND market faced a 6.2% revenue loss in Q4 24 — forecast projects a further 20% hit in Q1 25

[Admin]

TrendForce reports that the NAND flash industry suffered a 6% revenue drop in Q4 24 and is expected to plummet by 20% further in Q1 25.

The NAND market faced a 6.2% revenue loss in Q4 24 — forecast projects a further 20% hit in Q1 25 : Read more

 

[George³]

Wait a minute, why are they blaming us consumers and not the greedy prices, which should have become more affordable long ago, and the capacity should have moved up to 16TB, or more. After all, everyone is profiting from supercomputers for "AI" training, the bubble, and consumers are left in a dead end.

 

[Stomx]

Exactly. I have screenshot somewhere from Dec 2023 with the prices for 4TB NVMe SSD around $160 which you can not find anywhere even today

 

[AkroZ]

Several previous quarters have an insane grow of 26% to 30% by quarter. Losing 10% in this quarter is not so troublesome.
NAND market is tied to the PC market, as all tied markets in PC have serious inflated prices, notably in GPU but also in storage, the consumer is waiting for the market to stabilize.
Conclusion: prices are too high,

 

[thesyndrome]

The logical thing to do would be to lower prices to clear stock and engender good will among consumers.

Instead they are looking to move to HBM in the enterprise sector to chase the dragon of 'constantly increasing profits year over year', which is a mad concept.