Enterprise SSD petabyte shipments continued to benefit from customer buy ahead in Q1/24 while PC OEM and channel SSD dropped due to weak demand. A recent surge in requests for high capacity enterprise drives for AI instrastructure is expected to materialize in the second half of the year.
SSD Insights is a quarterly SSD market forecast published four times a year which includes shipment and capacity mix data for enterprise and client computing segmented by client OEM, channel, enterprise SATA, PCIe and SAS SSDs out to 2028. A further split of enterprise SSD into cloud and enterprise segments is provided.
Companies mentioned in this report include Kingston, Kioxia, SSSTC, Micron, Samsung, Seagate, SK Hynix, Solidigm, UMIS and Western Digital.
Definitions
Revisions
Summary
Chromebook
Notebook PC
Desktop PC
Tablets
PC Flash Cache/HHD SSD
Gaming Console
Channel
Enterprise (Raw Capacity)
CSP Self-built SSD
Enterprise OEM Self-built SSD
Industrial SSD
Industrial SSD
EFD (eMMC/UFS)
Petabytes by Technology
TLC SSD
Client SSD Interface Trend
Form Factor
SATA SSD in OEM and Channel
PCIe SSD in OEM and Channel
PCIe G3/G4/G5 SSD
Client PCIe SSD Tiers
Value/Mainstream PCIe
Performance PCIe
Client OEM SSD Capacity Mix
Gaming Units & GB
Tablets
Chromebook Units & GB
Notebook Units & GB
Notebook SSD Unit Breakdown
PC SSD Pricing
Notebook Revenue Breakdown
Notebook GB Breakdown
Channel Units & GB
Channel SSD Unit Breakdown
Channel SSD Pricing
Channel SSD Revenue Breakdown
Channel SSD GB Breakdown
External SSDs
Channel Interface Trend
Desktop Units & GB
Desktop SSD Unit Breakdown
Desktop SSD Revenue Breakdown
Desktop SSD GB Breakdown
CSP Self-built SSD
Enterprise OEM Self-built SSD
Enterprise GB (Raw Capacity)
Enterprise Total
Enterprise by Form Factor
Server-attached (PCIe)
Server-attached (IO SATA, SAS)
Storage-attached (FC, SAS, PCIe, SATA)
Enterprise SATA Capacity & DWPD Mix
Enterprise PCIe Capacity, Form Factor, DWPD, GEN Mix