Market intelligence firm TrendFocus recently released a report on the SSD market for calendar Q2 and as you’d expect, the SSD and NAND market is doing very well.
Client SSDs did the best shipping nearly 30 million units representing a total of 8.24 exabytes, or 66% of the total 12.41 exabytes shipped in Q2. This is 7% higher than the original forecast with shipment increases seen in all form factors and market segments.
Enterprise SSDs didn’t do so bad either, shipping 4.068 million units representing a total of 4.17 exabytes, or 34% of the total 12.41 exabytes shipped in Q2. This is a healthy 10% increase over Q1 with shipment increases seen in all interfaces and form factors.
In terms of total marketshare of SSDs shipped, the vendor that dominated the marketplace is Samsung, pulling in a whopping 40.8% share of total SSDs shipped and 46.6% share of total exabytes shipped. Western Digital came in second with 13.6% share of total SSDs shipped and 16.7% share of total exabytes shipped mostly due to their acquisition of SanDisk earlier this year. Kingston and Lite-On tied for third with both getting ~9% share of total units shipped, but just ~5% share of total exabytes shipped. Intel and Toshiba had ~6% share of total SSDs shipped, but thanks to Intel’s enterprise focus, Intel took 8.2% share of total exabytes shipped while Toshiba took just 6.4%. SK Hynix and Micron both had ~3% share of the total SSDs shipped and about the same exabytes shipped. Last but not least Seagate came in with a measly 0.1% share of the total SSDs shipped and just 0.2% of the total exabytes shipped. Then of course there’s the “others” who accounted for 6.5% share of the total SSDs shipped in Q2.
The NAND flash market is booming as well with an increase of 17% up to now 29 exabytes. SSDs now account for 42.5% of total demand for NAND with phones coming in second now utilizing 31% of total NAND consumed. 3D NAND is also seeing some growth as well, accounting for 17% of all NAND shipped.