In the global enterprise SSD market, revenue for the second quarter of 2022 reached $7.3 billion, representing a 31% increase from the previous quarter.


Release time:

2022-09-05

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According to a Taiwanese research firm According to data from TrendForce, in the second quarter of 2022, the enterprise SSD market was valued at 7.32 billion U.S. dollars (approximately 1 trillion Japanese yen), an increase of 31.3% compared to the previous quarter (January-March).

 This is driven by improvements in material supply, which has been consistently tight, as well as strong demand from hyperscale data centers and enterprise customers in North America. In addition, in Following the Kioxia raw material contamination issue that occurred from January to March, customers increased their purchases to avoid future supply shortages.

 Among suppliers, South Korea's Samsung Electronics is... US$3.259 billion, maintaining the top position with a year-on-year increase of 17.8%.

 The company currently offers based on The 128-layer NAND-based solid-state drive—however, mass production of its successor, the 236-layer product, may begin in the second half of 2023. By contrast, SK Hynix—the industry’s second-largest company—and its U.S.-based Solidium alliance (SK Group) plan to release a 176-layer product in early 2023.

 In addition, the U.S. company Micron is already in mass production. A product with 176 layers. Additionally, according to TrendForce, China’s YMTC (Yangtze Memory Technologies) has already launched PCIe 4.0 SSDs, while Samsung is also feeling cost pressures.

 Samsung plans to launch in China next year. The product is at the 176-level, but competition from high-end SSDs offered by rival manufacturers could erode its market share in China’s enterprise-grade SSD segment.

 Second place and lower also saw double-digit growth during the same period. In particular, Western Digital, a U.S.-based company that is Qiao’s production partner, saw its sales double last quarter due to the impact of raw material contamination issues. The company’s practice of prioritizing server customers to boost revenue has been successful.

 Despite Kioxia dropped from fourth place last year to fifth, but TrendForce predicts that it could increase its market share in 2023 as it accelerates the rollout of its enterprise products and begins mass production of PCIe 5.0 products in the second half of 2022.

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