Samsung Said to be Increasing NAND Pricing by 20% Per Quarter

[Denver]

NVMe SSDs are almost 50% cheaper in Europe than before. Two years ago, I could buy 1TB drive for roughly the same price as 2TB drive today. NAND plays important part in it.

Could it very well be the use of newer nand with more layers and consequently greater storage capacity/area? In my opinion, TLC SSDs have been stable at almost the same price for almost 3 years, ignoring specific promotions and defective products.

In the same period, Nand manufacturers reported losses on top of losses. Someone is making a lot of money from this.

 

[mahirzukic2]

20% is quite a chunk. Glad i bought my 4TB SN850X when i did as this could open the gates for others

I ordered my Lexar NM790 4 TB this week, 200€ nice.

 

[R0H1T]

In my opinion, TLC SSDs have been stable at almost the same price for almost 3 years, ignoring specific promotions and defective products.

That's objectively untrue, SSD prices have literally crashed in the last 3 years unless you're talking premium gen5 drives!

 

[MacZ]

Increased prices don't lead automatically to bigger revenue. Especially now when it isn't at all clear that "demand has probably stabilized" - we have been hearing that "the next quarter demand will return" for almost two years now.

I' m sure they'll be right one day, but for that the economy will have to turn for the better for large volume of people, and that is nowhere in sight.

In other news, WD is completely exiting SSD bussiness! So someone clearly didn't see the stabilized demand.

The solution is in reducing production, which will increase price per economic theory.

Also flipping off 1.4 billion customers might have created problems demand-wise and economy-of-scale-wise.

 

[Bwaze]

That's objectively untrue, SSD prices have literally crashed in the last 3 years unless you're talking premium gen5 drives!

Amazong how we suddenly view a better price per GB, something that was considered normal market behaviour in HDDs for decades and then SSDs for years and years as "price crashing".

 

[MacZ]

Amazong how we suddenly view a better price per GB, something that was considered normal market behaviour in HDDs for decades and then SSDs for years and years as "price crashing".

Yes, but notice how the price of GB for SSDs dropped while SSD increased capacity at the same time (64 GB, 128 GB, 256 GB, 512 GB etc...). Also technology 'improved' (SLC, TLC, QLC etc ...)

Here we have halving of prices across the board of the same exact products.

This is not the same phenomenon.

 

[Bwaze]

Yes, but notice how the price of GB for SSDs dropped while SSD increased capacity at the same time (64 GB, 128 GB, 256 GB, 512 GB etc...). Also technology 'improved' (SLC, TLC, QLC etc ...)

Here we have halving of prices across the board of the same exact products.

This is not the same phenomenon.

Well it's their problem nobody wanted to continue buying "faster and faster" (on paper) SSDs with stagnating capacities.

Also a first.

 

[AnotherReader]

That's objectively untrue, SSD prices have literally crashed in the last 3 years unless you're talking premium gen5 drives!

PCPartPicker makes it easy to verify this trend. This is what it shows for the 2TB 970 Evo Plus for the past two years.

 

[evernessince]

Well it's their problem nobody wanted to continue buying "faster and faster" (on paper) SSDs with stagnating capacities.

Also a first.

I think people would have been fine buying faster SSDs if they were meaningfully faster in workloads most people use. SSDs have seen large jumps is sequential reads / writes but have almost no real world performance gains.

It's nice that modern drives can hit above 10 GB/s but it's only nice the one and only time I'll be mirroring data over to it from the old SSD (assuming the drive being read from can even supply data that fast of course).

 

[R0H1T]

Amazong how we suddenly view a better price per GB, something that was considered normal market behaviour in HDDs for decades and then SSDs for years and years as "price crashing".

It is considering almost everything else is going up in price, what was the price of that new phone again which launched last month? As a consumer obviously I don't mind but it's not realistic given the pace at which SSD price have dropped in the last half decade or so. It's really only sustainable if the demand grew like it did in the "HDD" era & there was a potential competitor like Optane ~ both not gonna happen any time soon! Alternatively the middle/upper managers should have their wages slashed but we don't live in lala land so there's that

 

[Franzen4Real]

NAND prices have been consistently decreasing over an extended period, but manufacturers have not reflected this significant reduction in their product pricing.

1st half relates to NAND pricing, 2nd half relates to SSD pricing.

NAND Flash Prices Have Dropped Rapidly In Recent Quarters - And So Have SSD Prices

www.anandtech.com

 

[Denver]

1st half relates to NAND pricing, 2nd half relates to SSD pricing.

NAND Flash Prices Have Dropped Rapidly In Recent Quarters - And So Have SSD Prices

www.anandtech.com

Yeah, It would be great if the drop was as big in other countries, the Samsung 980 pro has become really cheap there.

 

[Tek-Check]

Could it very well be the use of newer nand with more layers and consequently greater storage capacity/area?

It looks the same 136L NAND. Some websites reported initial chips with 128L, but V6 gen is 136L.

In my opinion, TLC SSDs have been stable at almost the same price for almost 3 years, ignoring specific promotions and defective products.

Prices of everything were insane during the Covid crises and SSDs used the opportunity too when entire world was upgrading their tech gear. Once everybody bought new laptops, PCs and other devices, prices had to break down as the market was saturated. I mean, you can't endlessly buy SSDs every two years or so.

 

[watzupken]

I feel this is more like a scare tactic to make you go out there and buy a few SSDs. I mean they can increase prices for sure, but that does not mean that demand will increase. Given the current economic condition and insane inflation, I don't believe there is any recovery in the next year or so. I am very doubtful with the supposed metrics shared showing increasing demand. Even government metric on inflation is far from what we observe in reality.

 

[Denver]

I feel this is more like a scare tactic to make you go out there and buy a few SSDs. I mean they can increase prices for sure, but that does not mean that demand will increase. Given the current economic condition and insane inflation, I don't believe there is any recovery in the next year or so. I am very doubtful with the supposed metrics shared showing increasing demand. Even government metric on inflation is far from what we observe in reality.

They will cut production while raising prices. Once production aligns with demand, they can have more stable prices.

 

[RayneYoruka]

I'm glad we got some ssds and ram while they were good priced.. rip me getting a pair of 980 pro's this next year. Oof.

 

[Luke357]

In other news Samsung will soon be losing 20% of customers every quarter...