According to previous years, Double 11 shopping savings were an important window for traditional 3C sprint sales. However, SSDs, which are one of the important components for channel PC sets/DIY assembly, have increased drastically in the past half year following resource price increases in the fourth quarter of last year. Although Q2 prices turned down due to off-season demand, the cumulative increase in the previous period was too high, and there is still a clear gap between the current price level and the price level before the price increase last year. Meanwhile, in mid-late Q3 this year, individual channel storage vendors took the lead in cutting prices to ease pressure on performance, but this is just one example that did not slow down the overall market. After the National Day holiday, some small manufacturers joined the price reduction ranks one after another, and sales pressure in the domestic market gradually increased. Recently, more storage vendors have passively followed low prices to drive shipments. At the same time, resource prices have also loosened. Under the influence of multiple factors, channel SSD prices have been drastically lowered across the board this week. Q4 is the final point for storage vendors to achieve their annual performance targets. Facing weak market demand and competitive pressure from the industry, Q4 shipments will also become more difficult, and profit squeeze will gradually become apparent.

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