TrendForce has issued its newest findings, indicating that the worldwide SSD market has rectified its provide and demand dynamics in 2022, following a decision within the scarcity of grasp management ICs that had hampered the market in 2021. Regardless of the normalization of provide, international SSD shipments witnessed a decline, with solely 114 million items shipped in 2022—a ten.7% lower from the prior yr.
The highest three SSD cargo leaders of 2022 have been Kingston, ADATA, and Lexar, with Kingston and ADATA sustaining strong benefits and experiencing progress in market share over 2021. Lexar’s progress was attributed to an aggressive push for income in anticipation of going public. Kimtigo, in 2022, made vital strides in increasing into industrial management and OEM markets, which in flip boosted its cargo quantity and market share. Netac maintained its aggressive edge within the SSD market alongside securing a number of authorities orders within the enterprise SSD sector, preserving its market share and rating per the earlier yr.
Notable modifications have been seen additional down the rankings. Colourful, leveraging price benefits from China’s homegrown grasp controls and NAND Flash, defied market developments with elevated shipments, climbing to the sixth spot. PNY re-entered the highest ten, withstanding market downturns by means of in depth worldwide channel growth. Teclast held its market share per 2021, rising to the eighth place. GIGABYTE benefited from the gaming market, sustaining its ninth-place cargo market share and rating, whereas lastly, Transcend held the tenth place, specializing in sustaining worthwhile area of interest merchandise within the industrial management market moderately than chasing greater cargo volumes.
In 2022, the highest 5 SSD channels held almost 60% market share and can solely proceed to dominate
In 2022, regardless of market challenges, the highest 5 SSD manufacturers elevated their mixed market share from 53% to 59%. With the worldwide economic system nonetheless struggling in 2023—and regardless of constrained pocket book and desktop shipments—module makers have been step by step lowering high-cost stock pressures by means of steady buy smoothing, positioning themselves favorably for price-competitive delivery. Moreover, the general market sentiment noticed a swift turnaround on the finish of the third quarter as a result of aggressive manufacturing cuts by NAND Flash suppliers, with SSDs first reflecting price will increase, benefiting these module makers with lower-cost inventories. Giant-scale SSD channels that possess substantial market volumes and monetary sources have been capable of efficiently navigate market ups and downs and seize market alternatives. TrendForce believes that these giant SSD companies will solely proceed to develop larger within the years to return.
Home Chinese language PCle grasp controller expertise and SSD manufacturers are quickly catching up
When it comes to expertise, Chinese language homegrown PCIe grasp management entities, equivalent to Maxio Expertise, are quickly catching up, with more and more mature PCIe management applied sciences. They not solely mass-ship mainstream PCIe 4.0 merchandise suitable with varied NAND Flash suppliers however are additionally aggressively advancing into PCIe 5.0 product growth and verification. The collaboration between China’s impartial management ICs and module makers is anticipated to thrive. Going through a risky market lately, Chinese language homegrown SSD channels are additionally actively advancing provide chain configurations, aiming to step past China and into worldwide waters, with Longsys main the cost by buying shares in Licheng Suzhou and Sensible Modular in Brazil to strengthen downstream module manufacturing capability.

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