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2024 2 26 SSD S0640522040001 SSD HDD-SSD 2005 2020 SSD HDD 2026 SSD HDD SSD SSD HDD PC SSD HDD AI AI SSD SSD 2014 SSD IDM/NAND Flash 232 QLC 3D NAND SSD NAND Flash 2022 CR5 SK 95.41%22Q3 NAND Flash 30%-50%2023 Q3 NAND Flash 24Q1NANDFlash 15-20%YWEVxOsPmPnMsMmPmRoRoPaQcM8OoMpPtRqMfQpPtQjMqQnMbRrRyQNZoNvNMYqRsM SSD HDD AI SSD-2005 CD DVD HDD 40-2005 eSSD cSSD NAND Flash 50%2021 NAND Flash 41%eSSD cSSD NAND Flash 50%IC Insights 2021 DRAM 56%NAND Flash 41%NOR Flash 2%EPROM/EEPROM1%/eSSD 2023 29%NAND Flash PC cSSD 23%Mobile 35%2021-2023 NAND Flash CFM 39%34%35%25%22%23%22%26%29%0%10%20%30%40%50%60%70%80%90%100%2021 2022 2023EMobile cSSD eSSD Others56%41%2%1%DRAM NAND Flash NOR Flash EEPROM/EPROM/Other IC Insights 2021 SSD NAND Flash NAND Flash NAND Flash SSD SSD SSD SSD SSD SSD SSD JEDEC 2010 UBER SSD SSD SSD FFR UBER JEDEC SSD SSD SLC MLC TLC QLC SSD SLC MLC TLC QLC 1/2/3/4 bit SLC/MLC/TLC/QLC bit TLC QLC SLC MLC SLC SLC TLC QLC SSD TLC QLC/SATA PCIe SAS CPU SATA PCIe SAS SAS SATA PCIe SAS SATA 1.0SATA 2.0SATA 3.0X1 X4 X8 X16PCIe 1.0 8b/10b 2.5 250MB/s 1GB/s 2GB/s 4GB/sPCIe 2.0 8b/10b 5 500MB/s 2GB/s 4GB/s 8GB/sPCIe 3.0 128b/130b 8 984.6MB/s 3.938GB/s 7.877GB/s 15.754GB/sPCIe 4.0 128b/130b 16 1.969GB/s 7.877GB/s 15.754GB/s 31.508GB/sPCIe 5.0 128b/130b 32 or 25 3.9 or 3.08GB/s 15.8 or 12.3GB/s 31.5 or 24.6GB/s 63.0 or 49.2GB/s SAS 1.0SAS 2.0SAS 3.08b/10b 600 68b/10b 1200 12 8b/10b 300 3368b/10b8b/10b8b/10b 150300600 1.5 AHCI NVMe SCSI AHCI NVMe SCSI SCSI AHCI SATA NVMe NVMe AHCI SATA SATA 3.0 AHCI 600MB/s mSATA SATA 3.0 AHCI 600MB/s SATA Express PCIe AHCI/NVMe PCIe2.0*8 SCSI 4GB/s PCIe3.0*4 NVMe 4GB/s SATA 3.0 AHCI 600MB/s PCIe2.0*4 NVMe 2GB/s PCIe3.0*4 AHCI 4GB/s PCIe3.0*2 NVMe 2GB/s PCIe3.0*4 NVMe 4GB/s PCIe4.0*4 NVMe 8GB/s U.2 PCIe3.0*4 NVMe 4GB/s SAS SAS 3.0 SCSI 1.2GB/s PCIeM.2PCIe NVMe SSD PCIe5.0 mSATA/M.2 SSD EDSFF Yole SSD mSATA/M.2 2022 2.70 2028 3.84 CAGR 6%2.5.2 BGA EDSFF SSD 2022 170 2028 1610 CAGR 46%PCIe NVMe SSD PCIe5.0 2026 PCIe4.0 NVMe PCIe PCIe NVMe SSD 2022 80%2028 90%2022 PCIe SSD 55%Yole 2028 PCIe 71%PCIe SSD 2022 85%2028 96%PCIe 5.0 2022 PCIe5.0 2026 PCIe4.0 PCIe5.0 2028 PCIe5.0 SSD 2022-2028 SSD Yole 2022-2028 SSD Yole 50 FTL/GB FTL&44642339433327624222020511113518826031734336337701002003004005002016 2017 2018 2019 2020 2021e 2022e 2023e HDD SSD 2020 SSD HDD 2026 SSD HDD 2020 SSD HDD 2026 SSD HDD 50 SSD SSD 2020 3.17 IDC 2020 SSD HDD SSD HDD SSD 2026 SSD HDD 2026 HDD SSD SSD HDD PC SSD HDD 2016-2023 HDD SSD 2013-2030 SSD HDDSSD 2025 25%SSD 2025 SSD 25%NAND Flash SLC QLC 3D-NAND 2015 276GB 2023 894GB CAGR 16%2017-2021 SSD 2022 SSD 318EB 20%IDC 2025 SSD 805EB 25%2015-2023 2016-2022 IDC Trendfocus 2023 2763223884845006236967908940%5%10%15%20%25%30%010020030040050060070080090010002015 2016 2017 2018 2019 2020 2021e 2022e 2023eSSD GB YoY%SSD HDD AI SSD SSD 2022 eSSD SSD 2022 14%290 eSSD 2022-2028 SSD CAGR 15%2022 Yole SSD 290 14%SSD SSD Yole 2028 SSD 670 2022-2028 CAGR 15%SSD 2022 3.52 4.72 2022-2028 CAGR 5%2022-2028 eSSD 5500 1.11 CAGR 18%SSD 2.97 3.61 2022-2028 SSD Yole 2022-2028 SSD Yole&,65%,13%,8%,5%,9%&eSSD&eSSD IDC 2021 32.8 16.2%16.9%2021 65%eSSD 2021 13%IDC 2023H1/63.4%/80.5%/36%2021()IT IT IT IDC Global DataSphere 2023 2022 23.88ZB 2027 76.6ZB CAGR 26.3%2022 50.2 10.3%GDP 41.5%2022-2027 ZB IDC IDC DataSphere 0501001502002503002022 2023 2024 2025 2026 2027 0%5%10%15%20%25%30%35%40%45%01020304050602017 2018 2019 2020 2021 2022 GDP%2017-2022 GDP 2022 AI AI AI ChatGPT AI TB ChatGPT 4.0 45TB ChatGPT AI NAND Flash PC Trendforce 2024 NAND Flash 9.3%AI 2023 AI 120 2022-2026 CAGR 29%2026 237 2024 eSSD 13.2%AI PC NAND Flash cSSD 9.7%2025 CSDN 2022-2026 AI AI GPU FPGA ASIC TrendForce0%10%20%30%40%50%050010001500200025002022 2023E 2024F 2025F 2026FAI YoY 2023 2023 2023 2022 2021 2021 2021 2017 2017 2017 2017 2017 2016 2016 2023 5 2023 2024 SSD AVAP 2-5 9 SSD 2023-2024 SSD AVAP SSD HDD AI SSD 2014 1967 NANDFlash-1991 SSD2001 TexasMemory Systems SSD 2012 IBM 2007 3DV-NAND 2008 Intel SSD X25-E Extreme2009 SSD HDD 2010 SSD SSD2013 PCIeSSD 3DNAND 2007 SSD 2008 2011 2014 2016 2017 2019 SSD SSD SSD1991 2001 2007 2008 2009 2010 2013 2017 1967 2019 20212020 SK NAND 2021 TLC/QLCNAND SSD 2014 21 21 10 2009 PureSilicon 2.5 SSD 1TB SSD HDD HDD 2017 3D-NAND 2014 IDM 3D NAND IDM SSD SSD SSD Yole NAND/SSD CSP IDM SSD SSD SSD SK Solidigm 82%SSD SSD IDM DRAM SSD IDM IDM/NAND Flash 232 QLC3D NAND CFM SSD NAND SSD SSD Xtacking 232 QLC 3D NAND Xtacking 232 QLC 3D NAND IDM 3D NAND CuA CMOS under Array Xtacking NAND Flash I/O 25%TechInsights 7 SSD 232 QLC 3D NAND QLC NAND 19.8Gb/mm2 232 QLC 3D NAND(Solidigm)3D NAND 2023 11 3D NAND 96 128 176 232 3D NAND 3D NAND NAND 28%9%8%8%6%5%3%3%3%3%24%Kingston ADATA LexarKimtigo Netac Colorful PYN Teclast GIGABYTE Transcend SSD CR5 59%TrendForce 2022 SSD 10.7%1.14 NAND Flash SSD 59%28%2022 SSD 2021 53%59%28%9%2021 6%8%2022 OEM SSD SSD SSD 2021 2022 SSD SSD 2022 SSD SSD TrendForce TrendForce 1 26%1 28%2 8%2 9%3 7%3 8%4 6%4 8%5 6%5 6%6 5%6 5%7 4%7 3%8 4%8 3%9 3%9 3%10 3%10 3%28%24%eSSD eSSD SK TrendForce 2022 SSD SK 70%45.3%SK SK Solidigm 23.2%/10.8%/10.2%/10.5%eSSD 2021 34.2%32.4%eSSD SSD IDC 2021 SSD TrendForce,45.3%SK(hynix+Solidigm),23.2%,10.8%,10.2%,10.5%,34.2%,32.4%,9.3%,5.7%,4.1%,14.2%2021 SSD 2022 SSD 45%40%SSD SSD 2020 45%2022 55%SSD NAND SSD CFM45%50%55%0%10%20%30%40%50%60%2020 2021 2022 SSD HDD AI SSD NAND Flash 2022 CR5 95.41%/SK/33.44%/18.34%/13.36%/18.54%/11.72%2022 NAND Flash 30%-50%2023 Q3 NAND Flash CFM Flash Wafer 2023 100%CFM Flash Wafer 8 2024 1 NAND Wafer 1Tb TLC 512Gb TLC 256Gb TLC 2024 2 22 126%141%80%CFM Flash Wafer 1Tb TLC Flash Wafer 512Gb TLC Flash Wafer 256Gb TLC Flash Wafer 1Tb QLC SSD PCIe 4.0 SSD SSD 2023 8 2024 2 20 60%PCIe 4.0 SSD SSD 2023 9 2024 2 20 64%SSD CFM SSD CFM 020406080100120SSD Channel PCIe 4.0 2TB SSD Channel PCIe 4.0 1TB SSD Channel PCIe 4.0 512GBChannel SSD 1TB PCIe 3.0 Channel SSD 512GB PCIe 3.0 Channel SSD 256GB PCIe 3.0Channel SSD 480GB SATA Channel SSD 240GB SATA Channel SSD 120GB SATA020406080100120OEM SSD 2TB PCIe 4.0 OEM SSD 1TB PCIe 4.0 OEM SSD 512GB PCIe 4.0OEM SSD 1TB PCIe 3.0 OEM SSD 512GB PCIe 3.0 OEM SSD 256GB PCIe 3.0OEM SSD 1TB SATA OEM SSD 512GB SATA OEM SSD 256GB SATA 24Q1 NAND 15-20%eSSD 18-23%NAND 24Q1NAND Flash 15-20%TrendForce cSSD PC OEM Q1 PCIe 4.0 SSD SSD PCIe 4.0 Q1PC cSSD 15-20%eSSD CSP CSP Q1 eSSD eSSD 18-23%NAND Flash Wafer Q1 NAND FlashWafer 8-13%4Q23-1Q24 NAND Flash TrendForce4Q23 Enterprise SSD Client SSD Total NAND Flash-60%-40%-20%0%20%40%60%80%0501001502002Q124Q122Q134Q132Q144Q142Q154Q152Q164Q162Q174Q172Q184Q182Q194Q192Q204Q202Q214Q212Q224Q222Q23 NAND Flash NAND Flash YoYNAND Flash QoQQ3 NAND 2024 Q3 NAND Flash 2.9%Q4 20%NAND Flash 2023 NAND Flash TrendForce Q3 NAND Flash 3%92.29 2.9%Q4 NAND Flash 20%2024 WSTS 44.8%1/4 IC WSTS 2023 IC 11.0%31.0%2024 2024 44.8%1297.68 IC 15.5%NAND Flash TrendForce WSTS-40%-20%0%20%40%60%80%0100020003000400050006000IC IC YoY YoY SK 21Q2-23Q4 2023 12 31 23Q4 SK 2023 SK 19pct 0%20%40%60%-2000002000040000600008000021Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 23Q4-40%-20%0%20%40%60%-50000500010000150002000021Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 23Q4 SK 21Q2-23Q4 2023 12 31 23Q4 21Q3-24Q1 2023 11 30 24Q1 21Q4-24Q2 2023 12 29 24Q2-40%-20%0%20%40%60%-5000050001000021Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 23Q4 24Q1 0%10%20%30%40%-2000020004000600021Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 23Q4 24Q1 24Q2 2023 Q4 A 2023 2023 Q4 86.90%/53.56%13.51pct Q4 24.7%-28.0%35.8%-68.7%Q4 100%20%53,290.79-53.50%-35,070.07-247.13%-30,597.80-265.01%30,583.86-29.41%-17,519.75-1390.33%-17,086.04-905.73%361,834.48 21.19%-70,676.46-1154.72%-58,803.21-925.67%70,426.47-28.17%8,583.90-77.60%9,875.84-72.08%/SSD HDD AI SSD+70%SK MTK ODM SK 2023 5 SSD SK PCIe 4.0 NVMe SSD RDIMM SSD 23,793,420 5.20%HippStor HP600 SSD eSSD eSSD SSD eSSD To B FORESEE To C Lexar 2022 SSD SSD eSSD BiliBili 2024 70%FORESEE Lexar+NANDFlash 3D NAND SSD eSSD AI 1999 2010 A SSD DDR 60 SATA PCIe 2021 2022 SSD SSD HDD AI SSD PC 300 10%300-10%-10%300 10%300 300 300 SAC S0640122030028 SAC S0640522040001 2022 1 SAC S0640122080006 2022 7 SAC S0640122040021 2022
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