Industry Report: Samsung SSD Prices Rise Another 10%, Retail Increases Expected in Coming Weeks

Deep News04-24

The solid-state drive market is experiencing a new wave of price increases. Samsung Electronics and Kingston have successively raised SSD prices by over 10%. Coupled with expectations that NAND Flash contract prices will surge by over 70% quarter-on-quarter in Q2, consumer-grade SSD prices are projected to continue climbing over the next several weeks.

According to media reports, Samsung Electronics has notified distribution channels of a price increase exceeding 10% for its SSDs. Kingston has also adjusted prices for its entire SSD product line starting this week, with increases of at least 10%. Taking the Samsung 990 PRO 1TB as an example, its current price is approximately $300 to $330. Following this adjustment, the price may rise to the $330 to $360 range, setting a new record high.

The report indicates that, given the leading market positions of Samsung Electronics and Kingston, this price adjustment is expected to prompt other market participants to revise their pricing expectations upwards. Retail SSD prices are likely to experience another round of increases on top of already elevated levels. Notably, this marks the second round of SSD price hikes this month. Samsung Electronics and Western Digital had previously implemented significant price increases for high-end M.2 SSDs, with hikes of up to 100%, pushing the price of 8TB SSDs in some regions beyond $4,000.

Regarding the market transmission path, a report from Guru3D suggests this price adjustment is expected to initially impact the wholesale level. Distributors will face higher costs when restocking. As existing inventory is gradually sold out and new shipments are settled at the updated price structure, retail prices will subsequently follow suit. Consumer-facing SSD prices are likely to rise steadily in the coming weeks.

This is the second price increase implemented by Samsung Electronics this month. Just weeks ago, Samsung and Western Digital raised prices for high-end M.2 products, with prices reacting almost immediately in multiple regions. Currently, the price for 8TB SSDs on the market has exceeded $4,000, a significant increase compared to prices a year ago.

For comparison, the price for a similar 1TB SSD last year was under $100. Current mainstream product prices have now risen to over $300, representing an increase of approximately three to four times.

Analyzing the channel transmission mechanism, Guru3D points out that the direct impact of SSD price adjustments is typically first felt at the wholesale level, where distributors bear higher costs during replenishment. Subsequently, as old inventory is cleared and goods reflecting the new price system enter the supply chain, retail prices begin to rise, creating a dynamic of gradually increasing prices.

Underlying this round of SSD price hikes are deeper supply and demand changes in the NAND Flash market. According to TrendForce, NAND Flash demand continues to be driven by artificial intelligence and data center businesses. The upward price trend has spread across the entire product line, with NAND Flash contract prices forecast to increase by 70% to 75% quarter-on-quarter in the second quarter of 2026.

TrendForce also notes that market buyers generally anticipate further upside potential for client SSD prices, even though PC demand has not shown significant recovery yet. Furthermore, buyer concerns that server demand might absorb available capacity are driving active inventory replenishment, further intensifying supply-demand tensions.

Due to the dominant industry positions of Samsung and Kingston, their pricing signals often set a precedent for the entire market. Price increases from other manufacturers are expected to materialize gradually over the next few weeks.

Against the backdrop of continuously rising SSD prices, issues with counterfeit products have begun to surface. Citing a report from the German tech media ComputerBase by TechRadar, an Austrian consumer purchased two Samsung 990 Pro drives from a retailer, both of which were verified to be counterfeit.

ComputerBase highlights that in the current market environment, counterfeit products offer substantial profit margins. As genuine product prices rise sharply, the difficulty for consumers in identifying authentic products during purchase increases correspondingly, making market risks a point of concern.

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