集邦咨询：消费性电子产品需求疲软 2024年第四季NAND Flash营收季减6.2%

智通财经2025-03-03

智通财经APP获悉，根据TrendForce集邦咨询最新调查，2024年第四季因PC、智能手机等消费性电子产品厂商持续去化库存，供应链大幅调整采购订单，造成NAND Flash价格反转向下，平均销售价格季减4%，整体出货位元也下滑2%，整体产业营收为165.2亿美元，较2024年第三季减少6.2%。分析2025年第一季市况，尽管供应商已开始积极减产，仍难以避免传统淡季效应，包括Server等各项...

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fourth quarter of 2024","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":0.9},"content_text":"智通财经APP获悉，根据TrendForce集邦咨询最新调查，2024年第四季因PC、智能手机等消费性电子产品厂商持续去化库存，供应链大幅调整采购订单，造成NAND Flash价格反转向下，平均销售价格季减4%，整体出货位元也下滑2%，整体产业营收为165.2亿美元，较2024年第三季减少6.2%。分析2025年第一季市况，尽管供应商已开始积极减产，仍难以避免传统淡季效应，包括Server等各项终端产品备货速度已放缓，预估在订单量、合约价皆大幅衰退的情况下，第一季NAND Flash整体产业营收可能季减高达20%。然而，随着减产加上价格于第一季逐步触底，预期NAND Flash产业下半年可望重回上升轨道。三星(Sumsung)细究各供应商2024年第四季营收情况，第一名的Samsung(三星)受消费性电子产品需求疲软影响，NAND Flash营收较前一季减少9.7%，为56亿美元。未来Samsung将专注于开发Enterprise SSD，并积极调整投产计划，以应对市场变化。SK集团(SK Group-含SK hynix和Solidigm)SK Group [SK集团，含SK hynix(SK海力士)和Solidigm(思得)]受整体市场订单下修影响，2024年第四季出货无法达到先前设定的成长目标，营收季减6.6%、达33.9亿美元，位居第二名。SK接下来将随市场需求动态调整产能，以达到利润最大化，并希望通过HBM、DRAM及Enterprise SSD产品，成为全方位AI生态系统需求的存储器供应商。铠侠(Kioxia )营收第三名的Kioxia(铠侠)，由于Enterprise SSD出货增加抵销智能手机、PC产品需求疲软的冲击，2024年第四季营收达26.6亿美元，仅季减0.2%。该公司除了增加NAND Flash产品层数，也将大幅改善传输速度，积极以现有设备满足技术升级需求。美光(Micron)Micron(美光)在Enterprise SSD出货表现亮眼，但仍不敌消费需求低迷，2024年第四季NAND 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