For client SSDs, weak demand continues to suppress price increases. The price gap between QLC and TLC products has led more PC buyers to opt for QLC. The the Q3 price increase for PC client SSDs is expected to be 3–8%.
On the enterprise front, server OEM orders are rising sharply a in Q3 and the price increase for enterprise SSDs in is expected to be 15-20%.
For eMMC, the third quarter lacks significant demand drivers which is expected to result in minimal price increases, with contract prices remaining roughly flat.
For UFS, ample buyer inventories and weak market demand, means Q3 UFS contract prices are expected to rise by 3–8%.
