The market share rises with the cost performance, SSD gradually replaces HDD.
The storage medium has undergone a change process of magnetic-optical-semiconductor, and SSD has entered the commercial market since about 2005 and has gradually developed into an important large-capacity semiconductor storage device today. SSDs have performance advantages such as faster read and write speeds and shorter access times than HDDs, and SSD shipments have surpassed HDDs for the first time in 2020, and SSD storage costs are expected to be on par with HDDs in 2026. As the cost of SSD storage continues to be optimized, market competitiveness will be further improved, driving the acceleration of SSD replacement of HDD. In some applications with high performance requirements, such as high-performance PCs, notebooks and other consumer applications, as well as high-performance computing, streaming applications and other enterprise-level applications, SSDs have achieved a replacement for HDDs.
Under the AI arms race of the digital economy, it is an inevitable trend for storage to be independent and controllable.
Data has become a new factor of production in the context of the digital economy, and the security and credibility of its storage will affect the national economy and people's livelihood. With the rapid development of China's digital economy and AI technology, massive data has made the growth of China's demand for storage devices inevitable. With the enhancement of the technical strength of China's storage manufacturers, the domestic substitution space is broad, and the main line of storage localization has been established.
According to the different storage media, modern digital storage is mainly divided into three categories: optical memory, magnetic memory and semiconductor memory. Optical memory includes CDs, **, etc. Magnetic memory includes tapes, floppy disks, HDD hard disks, etc. Semiconductor memory is currently the largest memory device in the storage field. Since the advent of electronic computers in the 40s of the last century, computer storage devices have been in continuous iterative updates with the development of other hardware devices and the continuous growth of software and data. On the whole, the storage medium has undergone a change process of magnetic-optical-semiconductor, which has brought about a significant increase in the capacity of single memory, a jump in the speed of data reads and writes, and a significant reduction in the physical volume of the memory. SSDs have been in the commercial market since around 2005 and have gradually developed into today's most important large-capacity semiconductor storage devices.
Together, ESSD and CSSD account for about 50% of NAND Flash production capacity
In 2021, NAND Flash accounted for 41% of the global storage market, and ESSD and CSSD together accounted for about 50% of NAND Flash's production capacity. According to IC Insights, DRAM accounted for 56% of the global semiconductor memory market in 2021, NAND Flash accounted for about 41%, NOR Flash accounted for about 2%, and EPROM EEPROM and other memories accounted for about 1%. From the perspective of downstream application demand, the proportion of ESSD with enterprise-class servers as the main application field continues to increase, and it is expected to consume about 29% of the world's NAND flash production capacity in 2023. CSSD, which is dominated by PC applications, consumes about 23% of the world's production capacity; Mobile products, mainly smartphone applications, consume about 35% of production capacity.
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