TrendForce predicts that the ASP of NAND Flash will continue to fall in 2Q23, though that decline may shrink to 5~10%.
Although NAND suppliers have continued to reduce production, there is still an oversupply with demand weak.
TrendForce’s expectation for Q2 is that:
Prices of PC client SSDs will drop 5~10%
The price decline of enterprise SSDs will narrow to 8~13%
eMMC prices will decline by 5~10%
UFS prices in will fall between 8~13%.
The contract prices of NAND Flash wafers will largely level out.
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