SSD shipments in the second quarter of 2021 were almost flat, partly due to the slight decline in PC shipments in the first quarter and the continuous shadow of component shortages. In terms of units, SSD sales exceed hard drives by 47% because most client systems now use solid-state storage, but HDDs lead by 411% in capacity because they are used to store most of the data generated today. Samsung is still the world’s largest supplier of solid state drives, followed by Western Digital and Kioxia.
99.6 million SSDs shipped in the second quarter
According to statistics, in the second quarter of 2021, the industry’s SSD shipments were 99.6 million, slightly higher than the 99.438 million in the first quarter. Trend focus (pass Storage communications). These drives can store 68.63 EB (exabyte) of data, an increase of 10.7% from 62 EB in the first quarter.In contrast, the three hard drive manufacturers shipped 67.6 million hard drives with a capacity of 350.7EB.
Avid readers know that although SSDs are now leading in terms of unit shipments, HDDs are leading in terms of capacity because they are used for large-capacity storage in ultra-large-scale data centers operated by companies such as AWS, Google, Facebook, and Microsoft. .
86.86 million client SSDs
In terms of units, client SSDs accounted for the largest share of shipments, with 86.86 million hard drives sold in the second quarter of 2021, an increase of 1.7% from the first quarter of 2021.At the same time, the total sales of PCs in the second quarter 83.614 million Unit (according to IDC), slightly below 83.98 million PC in the first quarter of 2021.
M.2 modules are cheaper to manufacture than drive form factor (DFF) SSDs, which is why they are cheaper and therefore more popular than 2.5-inch solutions. The average capacity of DFF devices is higher than that of M.2 hard drives, which is a bit surprising, but maybe people are buying more large-capacity 2.5-inch SSDs to upgrade their old computers, which will cause such an impact. In any case, 500/512GB SSDs are now considered average, so although manufacturers still sell many 250/256GB drives, higher capacity models are gaining traction.
It is worth noting that although the shipment of client SSDs in the second quarter of 2021 is 2.6 times that of client hard drives, the average capacity of client HDDs is more than 5 times that of client SSDs.
12.74 million enterprise-class solid state drives
Sales of enterprise SSDs are lower than client drives, with sales of approximately 12.74 million units in the second quarter of 2021. But the capacity and price of these SSDs are much higher, so manufacturers will prioritize production over client SSDs.
During the quarter, SATA and PCIe enterprise drive shipments continued to grow at 5.79 million and 5.84 million, respectively, which is impressive.
Sales of SAS SSDs have stagnated because there are hardly any new large-scale SAS deployments. At the same time, the average capacity of SAS SSD is 3.51TB, which is higher than PCIe/NVMe and SATA drives, so their average selling price may also be higher. In addition, the average capacity of SAS SSD is nearly 2.5 times higher than that of 2.5-inch SAS HDD.
It should also be noted that because SAS SSDs are used in mission-critical applications in many cases, they are sold at a high price, so companies like Western Digital may be satisfied with this business.
Samsung still tops the list, but…
Samsung, this of course makes some The best solid state drive Available today, it leads the SSD market in terms of unit sales and exabyte shipments. This is not surprising, because Samsung is also the world’s largest manufacturer of NAND flash memory.
In the second quarter of 2021, Samsung shipped 24.3 million SSDs, controlling 24.4% of the SSD market. In terms of EB shipments, Samsung also leads with a share of 34.9% (23.95EB), almost twice that of Samsung’s closest competitor, Western Digital.
At the same time, Samsung is not the champion in terms of the highest average SSD capacity. The average capacity of hard drives manufactured by Samsung in the second quarter of 2021 was 1.03TB, which was significantly lower than the average capacity of Seagate’s 1.69 and Intel’s 1.46TB. Intel has been mainly focusing on enterprise-level solid state drives, and it is clear that its efforts are paying off. Seagate sold only about 299,000 SSDs in the second quarter, but these are mostly high-capacity professional products, so the company is not surprised, so the company’s average hard drive is large-capacity.
In terms of average SSD capacity, Intel, Samsung and Seagate are clearly ahead of all competitors. For example, the average SSD capacities of Micron and Western Digital are 0.67TB and 0.64TB, respectively. Others can boast that each drive has an average capacity of 0.5TB.
Successful SSD suppliers also produce 3D NAND memory
Today there are dozens or even hundreds of SSD brands.However, the most successful SSD suppliers also produce 3D NAND memory, so Famous quotes from Jerry Sanders Regarding real people and fabs, the same is true for SSD manufacturers.
SSD production is relatively easy and does not require expensive tools and clean rooms like producing NAND flash memory or assembling hard disk drives. There are also many 3D NAND on the market (according to TrendForce data, 141.19EB of NAND was produced in the second quarter of 2021) and each manufacturer has some spare capacity, so obtaining flash memory and assembling drives is a relatively easy task. However, vertically integrated SSD manufacturers-those that produce both 3D NAND and SSD-are leading the way in this game, and few companies can really challenge them.
No one except Kingston. As one of the world’s largest memory module manufacturers, the company receives special treatment from memory manufacturers to ensure enough 3D NAND chips to manufacture a large number of drives. The company also holds shares in Phison, which can protect enough controllers (possibly with memory) and develop unique firmware versions to build dedicated SSDs. In the second quarter, Kingston controlled a unit share of 7.9% of the SSD market, ahead of Intel and only 0.6% behind Micron. However, even Kingston has not really shipped many large-capacity hard drives, so its exabyte share is 4.3%, while the average capacity of Kingston SSD is 0.39TB.
Of course, there are also some independent ultra-high-end enterprise SSD manufacturers that have succeeded in the niche market and are more competitive than vertically integrated SSD suppliers. But in terms of quantity, it is almost impossible to compete with companies that have their own 3D NAND memory.
In terms of units, in the second quarter of 2021, independent SSD manufacturers controlled about 18.9% of the SSD market. The largest are Kingston (7.9%) and Lite-On (4.2%). The remaining manufacturers (except Seagate) accounted for 6.5% of shipments, supplying 6.47 million SSDs (with an average capacity of 0.53TB).
Due to component shortages and a slight decline in PC sales, SSD shipments stagnated in the second quarter of 2021.In contrast, HDD supply increased slightly, mainly due to Exacaler and Cannon.
These details will not change the long-term trend: Due to performance, size and power reasons, more and more client PCs use solid state drives; data centers will expand the use of SSDs due to their performance, but will not quickly give up HDDs for mass storage .
In terms of unit and capacity shipments, Samsung is still the leading manufacturer of SSDs. It is not clear whether the shortage of controllers has affected Samsung’s sales, but it is possible.