NAND快闪记忆体（2026）：人工智慧和硬碟短缺推动价格上涨

人工智慧的快速发展正推动企业级固态硬碟（SSD）需求的爆炸性成长，抵消了消费市场的疲软。同时，硬碟供应短缺正促使市场转向高容量QLC固态硬碟。儘管比特数不断增长，但供应结构仍然紧张，导致价格持续上涨，并显着改变了市场结构。

主要亮点

• 消费需求疲软：全球经济逆风和通货膨胀抑制了消费性电子产品的更新换代需求，从而限制了NAND​​快闪记忆体市场的成长。
• 企业需求爆炸性成长：人工智慧的快速发展正推动资料中心对运算和储存的需求激增，这是NAND快闪记忆体成长的关键推动因素。
• 硬碟严重短缺：近线硬碟的供应严重落后于需求，导致交货週期延长，造成严重的储存短缺。
• 企业级固态硬碟替代：资料中心和云端服务供应商 (CSP) 正被迫采用高密度 QLC 企业级固态硬碟来取代硬碟。
• 结构性供应限制：NAND 快闪记忆体的产能扩张有限，虽然製程微缩推动了位元数的增加，但良率和验证方面的挑战限制了高密度固态硬碟的供应。
• 结构性供应短缺展望：预计 NAND 快闪记忆体市场在 2026 年仍将处于供应短缺状态，导致价格持续上涨，并为整个产业带来结构性变革时期。

范例视图

本报告分析了2026年NAND快闪记忆体市场趋势，并总结了供需趋势、市场因素分析以及供应商格局。

目录

• 2026 年 NAND 快闪记忆体市场供需趋势及结构性定价挑战
• 伺服器储存细分
• 供应侧分析：随着供应商控制产能扩张并专注于製程改进，2026 年 NAND 快闪记忆体位成长将放缓
• 主要 NAND 快闪记忆体供应商的位元成长率
• 人工智慧和储存供应短缺将引发 NAND 快闪记忆体产业的超级週期
• 供应、需求和交付率
• 由于供应限制，预计 2026 年价格将继续上涨
• 2026 年季度混合价格趋势

'2026 NAND Flash: AI' drives explosive enterprise SSD demand, offsetting weak consumer markets. HDD shortages compel a shift to high-capacity QLC SSDs. Despite bit growth, supply for these remains structurally tight, ensuring sustained price increases and a significant market pivot.

Key Highlights:

• Weak Consumer Demand: Global economic headwinds and inflation limit consumer electronics upgrades, offering minimal NAND Flash growth.
• Explosive Enterprise Demand: AI's rapid advancement fuels surging data center computing and storage needs, becoming the primary NAND Flash driver.
• Severe HDD Supply Shortage: Nearline HDD supply critically lags demand, with extended lead times creating a substantial storage gap.
• Enterprise SSDs as Replacement: Data centers and CSPs are compelled to adopt high-capacity QLC enterprise SSDs to substitute for HDDs.
• Structural Supply Tightness: NAND Flash capacity expansion is limited; while process upgrades boost bit output, high-capacity SSDs face yield and validation challenges, constraining supply.
• Undersupplied Market Outlook: Overall, 2026 NAND Flash faces undersupply, ensuring sustained price increases and marking a significant structural industry transformation.

SAMPLE VIEW

Table of Contents

• 1. Supply-Demand Dynamics and Structural Pricing Challenges in the NAND Flash Market in 2026
• 2. Server Storage Breakdown
• 3. Supply-Side Analysis: NAND Flash Bit Growth Will Be Modest in 2026 as Suppliers Limit Capacity Expansions and Instead Concentrate on Process Upgrades
• 4. NAND Flash Suppliers' Respective Supply Bit Growth Rates
• 5. Supercycle Introduced for NAND Flash Industry as Shortages Related to AI and Storage Actuate Explosive Growth in Demand
• 6. Supply, Demand, and Fulfilment Rate
• 7. Prices to Continue Rising in 2026 under Short Supply
• 8. Quarterly Blended Prices for 2026