The storage market is now polarized: DDR4 memory prices have skyrocketed by 220%, while SSD prices have stabilized

The memory module market experiences severe fluctuations

The global DRAM market is undergoing structural changes, with DDR4 memory prices surging by over 200% in three months. The spot price of 16GB DDR4 3200MHz has soared from $3.97 at the beginning of April to $12.8, presenting a rare phenomenon of price inversion with DDR5. According to Huaqiang North Market, the retail price of DDR4 16GB memory modules has exceeded 250 yuan, and 32GB products have surpassed 500 yuan, with some models seeing a daily increase of up to 70 yuan. This is mainly due to Samsung, SK Hynix, and Micron, the three major players, successively discontinuing DDR4 production and shifting their capacity to DDR5 and HBM memory.

Domestic storage industry embraces opportunities

The production cuts by international manufacturers have created a window of opportunity for local enterprises. However, there are signs of "having a price but no market" for DDR4 at the channel end. It is expected that there will still be a 10% increase in contract prices in the third quarter.

The solid-state drive (SSD) market is operating steadily

Compared to the frenzied surge in memory prices, the SSD market has exhibited relative stability. PCIe 4.0 products remain the mainstream choice, with enterprise-level SSD demand experiencing significant growth driven by AI. In the consumer market, cost-effective models such as Etron H20 and J20 continue to sell well.

Future trend prediction

Analysts point out that the high volatility of DDR4 prices will continue until the end of the year, while the penetration rate of DDR5 is expected to exceed the 40% threshold in Q1 2026. The adoption of QLC technology in the SSD sector is accelerating, and enterprise-level products with a capacity of 122.88TB have been commercially launched, driving a revolution in storage density.