2025年9月存储市场洞察报告

M a r k e tI n s i g h t s R e p o r t 闪德资讯存储市场洞察报告 目录 存储市场洞察报告·2025年9月...............................................................................................1 1.PMI指数运行情况..................................................................................................................................................2 图一、欧元区制造业指数PMI......................................................................................................................2图二、美国制造业指数PMI...........................................................................................................................3图三、韩国制造业指数PMI...........................................................................................................................4图四、日本制造业指数PMI...........................................................................................................................5图五、9月国内制造业指数PMI..................................................................................................................5 2.国内电子信息制造业进出口情况.....................................................................................................................6 图六、8月份国内电子相关进出口商品量及增长情况.........................................................................6图七、8月广东省电子相关产品贸易进出口总值及增长情况...........................................................7 二、存储供应链............................................................................................................................7 1.原厂企业动态...........................................................................................................................................................72.芯片设计市场........................................................................................................................................................133.存储主控市场........................................................................................................................................................144.封测市场.................................................................................................................................................................155.PCB市场..................................................................................................................................................................176.模组厂市场.............................................................................................................................................................177.机构跟踪.................................................................................................................................................................19 三、国内现货市场.....................................................................................................................24 FLASH颗粒市场........................................................................................................................................................26 图十、近半年Flash闪存颗粒市场合约价趋势图...............................................................................26 SSD固态市场..............................................................................................................................................................27 DRAM内存市场........................................................................................................................................................28 图十五、近半年国内USB市场渠道报价趋势图..................................................................................30图十六、近半年国内TF市场报价趋势图...............................................................................................30图十七、近半年国内UDP市场报价趋势图..........................................................................................31 金士顿............................................................................................................................................................................32 图十八、9月金士顿SSD产品现货市场价格走势图.........................................................................32图十九、9月金士顿内存条产品现货市场价格走势图......................................................................33 四、应用市场..............................................................................................................................34 PC市场..........................................................................................................................................................................34手机市场........................................................................................................................................................................37智能眼镜........................................................................................................................................................................39服务器市场...................................................................................................................................................................40 图二十、9月存储企业上新产品合集....................................................................................