![]() ![]() This is expected to lead to an approximate 15% QoQ decline in the average price of enterprise SSDs in the third quarter, which may further result in a lackluster revenue performance for the peak season. Server customers still maintain high inventory levels, and their purchasing momentum remains insufficient. Meanwhile, vendors have once again reduced capacity utilization to slow down inventory growth. This continues to put pressure on the purchasing volume of enterprise SSDs, and annual bit volume is expected to be lower than last year. Consequently, global enterprise SSD revenue hit an all-time low in the second quarter, totaling just $1,500 million-a QoQ decrease of 24.9%.ĭemand for AI servers remains strong in the third quarter, while orders and shipment momentum for general-purpose servers have yet to show signs of recovery. These factors have resulted in enterprise SSD orders falling below expectations. In North America, some clients have postponed mass production timelines for new server platforms while ramping up investments in AI servers. ![]() Currently, CSPs in China have reported a decline in cloud orders compared to last year, leading to a subsequent decrease in annual procurement volumes for enterprise SSDs. TrendForce research reveals that, due to the impacts of high inflation and economic downturn, CSPs are adopting more conservative strategies when it comes to capital expenditure and consistently reducing their annual server demand forecasts.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |