The NAND flash supply shortage that has endured this year is expected to continue throughout the fourth quarter, and all signs point to ongoing supply issues well into 2017.
According to TrendForce, strong smartphone demand is the main reason for the NAND flash shortage. However, higher than anticipated SSD adoption rates in the industrial, enterprise, and consumer markets have also contributed to the severe shortages. We have already seen factory lead times increase nearly two-fold over the past few months, and price increases affecting certain SSD product lines are not far behind.