In the realm of client SSDs, there seems to be a short-term price equilibrium owing to calculated pricing strategies from both original and module manufacturers. With a decrease in mainstream process production and a diminishing number of high-end Client SSD suppliers, original manufacturers have gained a stronger foothold. This strategic shift is likely to result in an uptick in high-end product prices, leading to a projected 8-13% increase in PC Client SSD contract prices for the fourth quarter.

The enterprise SSD landscape has evolved with Chinese CSP operators' inventories reaching a balanced state. This balance, in conjunction with the increased demand from secondary e-commerce firms during their high season, is predicted to spur an overall procurement boost for the fourth quarter. Augmented by the rising NAND wafer prices and suppliers' steadfast negotiation positions since August, Enterprise SSD contract prices are set to increase by an estimated 5-10% month-on-month in the forthcoming quarter.

As for eMMC, the second half of the year predominantly relies on TV and smartphone shipments. However, purchasing enthusiasm has been relatively muted. Notable production reductions from original factories have affected the mainstream eMMC production process, causing a decline in inventory availability. In light of this, eMMC contract prices are projected to rise by approximately 10-15% in the fourth quarter.

Lastly, the UFS market is poised to see positive effects from the introduction of new smartphones, seasonal inventory preparations, and brand-specific market retention efforts in the next quarter. Driven by Smartphone OEMs' proclivity to fortify parts inventory, the momentum of procurement is likely to increase. Hence, UFS contract prices are anticipated to register a significant month-on-month jump of 10-15% in the fourth quarter.