{"id":3876,"date":"2026-02-27T15:55:26","date_gmt":"2026-02-27T07:55:26","guid":{"rendered":"https:\/\/oretonstorage.com\/?p=3876"},"modified":"2026-02-27T15:55:26","modified_gmt":"2026-02-27T07:55:26","slug":"analise-do-mercado-de-nand-do-ciclo-de-precos-de-ssd-2026","status":"publish","type":"post","link":"https:\/\/oretonstorage.com\/pt\/blog\/analise-do-mercado-de-nand-do-ciclo-de-precos-de-ssd-2026","title":{"rendered":"O mercado de SSDs est\u00e1 entrando em um novo ciclo de pre\u00e7os?"},"content":{"rendered":"<p data-start=\"211\" data-end=\"576\">Ap\u00f3s anos de queda geral nos pre\u00e7os das SSDs, o mercado de armazenamento sofreu uma mudan\u00e7a dr\u00e1stica. A partir de 2025 e at\u00e9 2026, os pre\u00e7os das SSDs e do flash NAND n\u00e3o s\u00f3 pararam de cair, como est\u00e3o subindo constantemente. Isso tem implica\u00e7\u00f5es profundas para OEMs, distribuidores e criadores de sistemas que antes confiavam em quedas previs\u00edveis de pre\u00e7os como uma suposi\u00e7\u00e3o de planejamento.<\/p>\n<hr data-start=\"578\" data-end=\"581\" \/>\n<h2 data-start=\"583\" data-end=\"618\"><strong data-start=\"586\" data-end=\"618\">1. Como os pre\u00e7os come\u00e7aram a subir<\/strong><\/h2>\n<p data-start=\"620\" data-end=\"978\">No primeiro semestre de 2025, os principais fornecedores de mem\u00f3ria come\u00e7aram a reduzir a produ\u00e7\u00e3o de flash NAND ap\u00f3s longos per\u00edodos de excesso de capacidade e pre\u00e7os baixos. Isso se deveu, em parte, ao ac\u00famulo de estoque anterior que esgotou os estoques excedentes e levou os fabricantes a cortar a oferta para estabilizar os pre\u00e7os. Com a recupera\u00e7\u00e3o da demanda dos consumidores e dos data centers, os pre\u00e7os aumentaram.<\/p>\n<p data-start=\"980\" data-end=\"1215\">De acordo com a TrendForce, esperava-se que os pre\u00e7os dos SSDs para clientes aumentassem em <strong data-start=\"1048\" data-end=\"1070\">3-8% no in\u00edcio de 2025<\/strong> com o reabastecimento dos estoques e os cortes na produ\u00e7\u00e3o, marcando o fim das tend\u00eancias prolongadas de queda de pre\u00e7os.<\/p>\n<hr data-start=\"1217\" data-end=\"1220\" \/>\n<h2 data-start=\"1222\" data-end=\"1273\"><strong data-start=\"1225\" data-end=\"1273\">2. A demanda por IA exacerbou a press\u00e3o sobre a oferta<\/strong><\/h2>\n<p data-start=\"1275\" data-end=\"1657\">O que realmente acelerou a mudan\u00e7a de pre\u00e7os no final de 2025 e em 2026 foi a explosiva <strong data-start=\"1360\" data-end=\"1395\">Demanda por flash NAND impulsionada por IA<\/strong>. As implementa\u00e7\u00f5es de SSDs em data centers e empresas aumentaram \u00e0 medida que a infraestrutura necess\u00e1ria para cargas de trabalho de treinamento e infer\u00eancia de IA se expande rapidamente. Essa demanda elevada agora compete diretamente com a produ\u00e7\u00e3o tradicional de SSDs para consumidores e OEMs pelo mesmo suprimento de NAND.<\/p>\n<p data-start=\"1659\" data-end=\"1905\">Relat\u00f3rios do setor indicam que os pre\u00e7os contratuais do flash NAND no primeiro trimestre de 2026 devem aumentar <strong data-start=\"1772\" data-end=\"1803\">33-38% trimestre a trimestre<\/strong>, A SSD do cliente est\u00e1 aumentando os pre\u00e7os <strong data-start=\"1835\" data-end=\"1847\">acima de 40%<\/strong> no mesmo per\u00edodo.<\/p>\n<p data-start=\"1907\" data-end=\"2147\">Os executivos da Kingston at\u00e9 observaram que o pre\u00e7o do wafer NAND sofreu um <strong data-start=\"1976\" data-end=\"2008\">Aumento de 246% em rela\u00e7\u00e3o ao ano anterior<\/strong>, A demanda por mem\u00f3ria de IA foi de cerca de 1,5 bilh\u00e3o de d\u00f3lares, impulsionada em grande parte pela oferta restrita e pela crescente prioriza\u00e7\u00e3o dos mercados de servidores e de mem\u00f3ria de IA.<\/p>\n<hr data-start=\"2149\" data-end=\"2152\" \/>\n<h2 data-start=\"2154\" data-end=\"2196\"><strong data-start=\"2157\" data-end=\"2196\">3. Mudan\u00e7as estruturais no fornecimento de SSD<\/strong><\/h2>\n<p data-start=\"2198\" data-end=\"2264\">V\u00e1rios fatores estruturais est\u00e3o refor\u00e7ando essa nova tend\u00eancia de pre\u00e7os:<\/p>\n<p data-start=\"2266\" data-end=\"2622\"><strong data-start=\"2266\" data-end=\"2314\">- Realoca\u00e7\u00e3o de suprimentos para segmentos de alto valor<\/strong><br data-start=\"2314\" data-end=\"2317\" \/>Os fabricantes est\u00e3o redirecionando mais capacidade de produ\u00e7\u00e3o para produtos de mem\u00f3ria de alta qualidade, como HBM e SSDs corporativos, em detrimento da NAND de cliente convencional, onde residem os componentes de SSD. Isso intensifica a escassez e sustenta pre\u00e7os mais altos para o estoque de SSDs para clientes.<\/p>\n<p data-start=\"2624\" data-end=\"2956\"><strong data-start=\"2624\" data-end=\"2656\">- Limites de capacidade de produ\u00e7\u00e3o<\/strong><br data-start=\"2656\" data-end=\"2659\" \/>A constru\u00e7\u00e3o de novas f\u00e1bricas de NAND 3D \u00e9 cara e demorada. Mesmo quando a expans\u00e3o est\u00e1 em andamento, a nova capacidade pode n\u00e3o come\u00e7ar a produzir de forma significativa at\u00e9 2027-2028. Os analistas afirmam que grande parte da produ\u00e7\u00e3o de 2026 j\u00e1 est\u00e1 esgotada, o que sugere uma fase de oferta restrita de v\u00e1rios anos.<\/p>\n<p data-start=\"2958\" data-end=\"3282\"><strong data-start=\"2958\" data-end=\"2990\">- Estrutura de demanda polarizada<\/strong><br data-start=\"2990\" data-end=\"2993\" \/>A demanda por SSDs empresariais - especialmente aquelas otimizadas para IA e cargas de trabalho de data center - agora rivaliza ou excede os segmentos tradicionais, como smartphones ou PCs. Isso mudou o equil\u00edbrio do mercado e a press\u00e3o sobre os pre\u00e7os para os produtos flash NAND em geral.<\/p>\n<hr data-start=\"3284\" data-end=\"3287\" \/>\n<h2 data-start=\"3289\" data-end=\"3335\"><strong data-start=\"3292\" data-end=\"3335\">4. Tend\u00eancias de pre\u00e7os: O que aconteceu at\u00e9 agora<\/strong><\/h2>\n<p data-start=\"3337\" data-end=\"3401\">Os pre\u00e7os no mundo real j\u00e1 refletiram essas press\u00f5es de oferta:<\/p>\n<ul data-start=\"3403\" data-end=\"3773\">\n<li data-start=\"3403\" data-end=\"3556\">\n<p data-start=\"3405\" data-end=\"3556\">Alguns modelos de SSD tiveram um aumento acentuado nos pre\u00e7os anunciados, com relatos de <strong data-start=\"3473\" data-end=\"3495\">aumento de at\u00e9 50%<\/strong> durante v\u00e1rios meses.<\/p>\n<\/li>\n<li data-start=\"3557\" data-end=\"3773\">\n<p data-start=\"3559\" data-end=\"3773\">Os analistas observaram que a era hist\u00f3rica dos SSDs de 1 TB muito baratos (por exemplo, ~$45) pode ter acabado em um futuro pr\u00f3ximo, com unidades de capacidade semelhante sendo comercializadas a pre\u00e7os significativamente mais altos.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3775\" data-end=\"3951\">Essas tend\u00eancias contrastam fortemente com os ciclos t\u00edpicos de pre\u00e7os de mem\u00f3ria, em que os custos de armazenamento caem gradualmente ao longo do tempo, \u00e0 medida que as melhorias no processo e a escala de capacidade reduzem os pre\u00e7os por bit.<\/p>\n<hr data-start=\"3953\" data-end=\"3956\" \/>\n<h2 data-start=\"3958\" data-end=\"3996\"><strong data-start=\"3961\" data-end=\"3996\">5. Este \u00e9 um novo ciclo de precifica\u00e7\u00e3o?<\/strong><\/h2>\n<p data-start=\"3998\" data-end=\"4199\">Com base na din\u00e2mica atual do mercado e nas previs\u00f5es de pre\u00e7os, a resposta parece ser <strong data-start=\"4079\" data-end=\"4086\">sim<\/strong> - o mercado de SSDs entrou em um <strong data-start=\"4118\" data-end=\"4198\">novo ciclo de pre\u00e7os caracterizado por infla\u00e7\u00e3o sustentada em vez de defla\u00e7\u00e3o<\/strong>.<\/p>\n<p data-start=\"4201\" data-end=\"4221\">Os principais sinais incluem:<\/p>\n<p data-start=\"4223\" data-end=\"4482\">\u2714 <strong data-start=\"4225\" data-end=\"4250\">Amplos aumentos de pre\u00e7os<\/strong> nas categorias de SSDs para consumidores e empresas<br data-start=\"4296\" data-end=\"4299\" \/>\u2714 <strong data-start=\"4301\" data-end=\"4334\">Restri\u00e7\u00f5es persistentes de fornecimento<\/strong> at\u00e9 2026<br data-start=\"4347\" data-end=\"4350\" \/>\u2714 <strong data-start=\"4352\" data-end=\"4410\">Mudan\u00e7a na demanda para cargas de trabalho de alto valor e centradas em IA<\/strong><br data-start=\"4410\" data-end=\"4413\" \/>\u2714 <strong data-start=\"4415\" data-end=\"4445\">Atraso na expans\u00e3o da capacidade<\/strong> incapaz de aliviar a escassez em breve<\/p>\n<p data-start=\"4484\" data-end=\"4756\">Os analistas esperam que esse ciclo de pre\u00e7os persista pelo menos at\u00e9 <strong data-start=\"4545\" data-end=\"4592\">a nova capacidade de NAND entrar\u00e1 em opera\u00e7\u00e3o em 2027-2028<\/strong>, Isso significa que a era da queda cont\u00ednua dos pre\u00e7os dos SSDs deu lugar a um ciclo de <strong data-start=\"4673\" data-end=\"4717\">oferta restrita e press\u00e3o de aumento de pre\u00e7os<\/strong>.<\/p>\n<hr data-start=\"4758\" data-end=\"4761\" \/>\n<h2 data-start=\"4763\" data-end=\"4816\"><strong data-start=\"4766\" data-end=\"4816\">6. O que isso significa para compradores e distribuidores<\/strong><\/h2>\n<ul data-start=\"4818\" data-end=\"5188\">\n<li data-start=\"4818\" data-end=\"4951\">\n<p data-start=\"4820\" data-end=\"4951\"><strong data-start=\"4820\" data-end=\"4848\">OEMs e construtores de sistemas<\/strong> pode precisar ajustar os or\u00e7amentos e o cronograma de compras, inclinando-se para o compromisso antecipado de garantir o fornecimento.<\/p>\n<\/li>\n<li data-start=\"4952\" data-end=\"5079\">\n<p data-start=\"4954\" data-end=\"5079\"><strong data-start=\"4954\" data-end=\"4970\">Distribuidores<\/strong> poder\u00e3o se beneficiar de margens mais est\u00e1veis ou at\u00e9 mesmo crescentes em SSDs de clientes se gerenciarem o estoque de forma eficaz.<\/p>\n<\/li>\n<li data-start=\"5080\" data-end=\"5188\">\n<p data-start=\"5082\" data-end=\"5188\"><strong data-start=\"5082\" data-end=\"5095\">Consumidores<\/strong> devem estar cientes de que os pre\u00e7os dos SSDs podem n\u00e3o retornar aos n\u00edveis \u201cpr\u00e9-infla\u00e7\u00e3o\u201d por v\u00e1rios anos.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"5190\" data-end=\"5346\">Em vez de volatilidade de curto prazo, \u00e9 prov\u00e1vel que agora estejamos enfrentando uma <strong data-start=\"5252\" data-end=\"5283\">ciclo de pre\u00e7os de v\u00e1rios trimestres<\/strong> influenciado por mudan\u00e7as estruturais do mercado e realinhamento da demanda.<\/p>\n<hr data-start=\"5348\" data-end=\"5351\" \/>\n<h3 data-start=\"5353\" data-end=\"5371\"><strong data-start=\"5357\" data-end=\"5371\">Conclus\u00e3o<\/strong><\/h3>\n<p data-start=\"5373\" data-end=\"5519\">Sim - o mercado de SSD parece estar entrando (ou j\u00e1 est\u00e1 entrando) em um <strong data-start=\"5435\" data-end=\"5456\">novo ciclo de pre\u00e7os<\/strong> onde os pre\u00e7os est\u00e3o subindo em vez de cair. Isso \u00e9 impulsionado por:<\/p>\n<ul data-start=\"5521\" data-end=\"5664\">\n<li data-start=\"5521\" data-end=\"5549\">\n<p data-start=\"5523\" data-end=\"5549\">Realoca\u00e7\u00e3o de suprimentos NAND<\/p>\n<\/li>\n<li data-start=\"5550\" data-end=\"5585\">\n<p data-start=\"5552\" data-end=\"5585\">Aumento da demanda empresarial e de IA<\/p>\n<\/li>\n<li data-start=\"5586\" data-end=\"5621\">\n<p data-start=\"5588\" data-end=\"5621\">limita\u00e7\u00f5es de capacidade estrutural<\/p>\n<\/li>\n<li data-start=\"5622\" data-end=\"5664\">\n<p data-start=\"5624\" data-end=\"5664\">e um ecossistema de pre\u00e7os de mem\u00f3ria alterado<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"5666\" data-end=\"5838\">Para qualquer pessoa envolvida em compras, distribui\u00e7\u00e3o ou projeto de sistemas, a adapta\u00e7\u00e3o a um ambiente de aumento de pre\u00e7os agora faz parte do planejamento, e n\u00e3o apenas a busca pelo ponto de custo mais baixo.<\/p>","protected":false},"excerpt":{"rendered":"<p>Ap\u00f3s anos de queda geral nos pre\u00e7os dos SSDs, o mercado de armazenamento passou por uma mudan\u00e7a dr\u00e1stica. A partir de 2025 e se estendendo at\u00e9 2026, os pre\u00e7os dos SSDs e das mem\u00f3rias flash NAND n\u00e3o apenas pararam de cair, como tamb\u00e9m v\u00eam subindo de forma constante. Isso tem implica\u00e7\u00f5es profundas para fabricantes de equipamentos originais (OEMs), distribuidores e montadores de sistemas, que antes contavam com quedas previs\u00edveis nos pre\u00e7os como premissa para seu planejamento. 1\u2026.<\/p>","protected":false},"author":3,"featured_media":3878,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3876","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Is the SSD Market Entering a New Pricing Cycle? -<\/title>\n<meta name=\"description\" content=\"SSD prices are rising after years of decline. We analyze NAND supply cuts, AI-driven demand, and current market signals to assess whether a new pricing cycle has begun.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/oretonstorage.com\/pt\/blog\/analise-do-mercado-de-nand-do-ciclo-de-precos-de-ssd-2026\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Is the SSD Market Entering a New Pricing Cycle? -\" \/>\n<meta property=\"og:description\" content=\"SSD prices are rising after years of decline. We analyze NAND supply cuts, AI-driven demand, and current market signals to assess whether a new pricing cycle has begun.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/oretonstorage.com\/pt\/blog\/analise-do-mercado-de-nand-do-ciclo-de-precos-de-ssd-2026\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-27T07:55:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/oretonstorage.com\/wp-content\/uploads\/2026\/02\/BCO.b8236b63-ce2f-4cb4-a10b-c8923a63f99f.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1536\" \/>\n\t<meta property=\"og:image:height\" content=\"1024\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Echo\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Echo\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. tempo de leitura\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis\"},\"author\":{\"name\":\"Echo\",\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/#\\\/schema\\\/person\\\/691da96ccdd2a899702e96be4c0b892e\"},\"headline\":\"Is the SSD Market Entering a New Pricing Cycle?\",\"datePublished\":\"2026-02-27T07:55:26+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis\"},\"wordCount\":739,\"image\":{\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/oretonstorage.com\\\/wp-content\\\/uploads\\\/2026\\\/02\\\/BCO.b8236b63-ce2f-4cb4-a10b-c8923a63f99f.png\",\"articleSection\":[\"Blog\"],\"inLanguage\":\"pt-BR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis\",\"url\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis\",\"name\":\"Is the SSD Market Entering a New Pricing Cycle? -\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/blog\\\/ssd-pricing-cycle-2026-nand-market-analysis#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/oretonstorage.com\\\/wp-content\\\/uploads\\\/2026\\\/02\\\/BCO.b8236b63-ce2f-4cb4-a10b-c8923a63f99f.png\",\"datePublished\":\"2026-02-27T07:55:26+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/oretonstorage.com\\\/#\\\/schema\\\/person\\\/691da96ccdd2a899702e96be4c0b892e\"},\"description\":\"SSD prices are rising after years of decline. 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