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市場調查報告書
商品編碼
2102906

SLC NAND 價格飆升：2026 年下半年全球供不應求和替代品湧現

SLC NAND Price Surge: Global Capacity Gap & Substitution Wave in 2H 2026
出版日期: | 出版商: TrendForce | 英文 7 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

隨著主要記憶體廠商將產能重新分配給高附加價值的先進工藝，成熟節點的產能正面臨大幅萎縮。這種結構性轉變導致傳統晶片嚴重供不應求，迫使工業和汽車行業的客戶因MLC嚴重缺貨而轉向SLC作為替代方案。在需求外溢和供應中斷的雙重壓力下，預計SLC價格將在下半年大幅結構性上漲，市場動態也將從銷售主導轉向價格主導。

主要亮點

  • 生產能力結構性轉變：國際主要記憶體公司將資本投資重新分配到高附加價值的先進製程上，導致成熟節點記憶體晶片的產能大幅下降並停滯不前。
  • 跨類別替代：主流晶片的極端短缺和價格飆升迫使工業和汽車客戶轉向特定的替代晶片，進一步加劇了供不應求。
  • 強勁的細分市場需求：邊緣運算、先進網路、汽車電子和企業伺服器經歷快速成長，為高可靠性儲存的強勁需求奠定了基礎。
  • 價格將分兩個階段上漲：第三季是旺季，由於產能凍結和訂單重新分配，預計價格將出現爆炸性成長；而第四季隨著庫存觸底，預計價格將保持上漲趨勢。
  • 價值鏈策略轉型：市場價值正爆炸性成長，台灣製造商可望透過認證挑戰保持主導。籌資策略需要從成本最小化轉向確保長期供應合約。

目錄

  • 1.MLC產能不足將促使轉向SLC，導致2026年下半年價格大幅上漲。
    • 傳統NAND快閃記憶體體製程趨勢
  • 2.供不應求的影響蔓延，MLC 價格達到峰值，對 4Gb 和 8Gb SLC 產品的需求轉變。
  • 3.重新評估供應商的全球價值結構與策略
簡介目錄
Product Code: TRi-0118

As memory giants realign capacity toward high-value advanced processes, mature node capacity faces severe compression. This structural shift has caused severe shortages in legacy chips, compelling industrial and automotive customers to adopt SLC as an alternative amid critical MLC deficits. Under the twin pressures of demand spillover and supply disruptions, SLC prices are expected to witness an explosive, structural rally in 2H, shifting the market dynamics from shipment-driven to price-driven.

Key Highlights

  • Structural Capacity Shift: International memory giants have realigned their capital expenditure toward high-value advanced processes, causing severe capacity reduction and stagnation in mature-node storage chips.
  • Cross-Category Substitution: Extreme shortages and soaring prices of mainstream chips have forced industrial and automotive clients to substitute with specific alternative chips, exacerbating the supply deficit.
  • Robust Niche Demand: Edge computing, advanced networking, automotive electronics, and enterprise servers are booming, constructing an irreplaceable baseline of rigid demand for high-reliability storage.
  • Two-Stage Price Surge: Entering the peak season, the third quarter will witness explosive growth due to frozen capacity and order redirection, while the fourth quarter will maintain an upward trajectory as inventories bottom out.
  • Supply Chain Strategic Shift: Market value will experience exponential growth, with Taiwanese manufacturers maintaining leadership via certification barriers. Procurement must shift from cost minimization to securing long-term supply agreements.

Table of Contents

  • 1. MLC Production Capacity Shortage Drives Shift to SLC, Fueling Strong Price Surges in 2H26
    • Legacy NAND Flash Process Trend
  • 2. MLC Prices Peak as Shortage Effect Spills Over, Triggering a Demand Shift to 4Gb and 8Gb SLC Products
  • 3. Reevaluation on Global Value Structure and Strategies among Suppliers