NAND Flash is one of the most critical and popular types of semiconductor chips. It powers the global system, enabling everyone to store data at extremely fast speeds and capacities.Today we witness Report from TrendForce The report analyzes the second-quarter revenue of NAND flash memory manufacturers and shows that demand in the notebook computer and data center market continues to grow.
According to TrendForce, the demand for NAND Flash is very strong. Compared with the previous first quarter of 2021, the overall increase in the second quarter of this year was 10.8%. As stated in the report, demand is mainly driven by two main factors: laptops and data centers.
On the notebook side, despite the shortage of controller ICs used in manufacturing, we see an increase in demand. Manufacturers have embedded a large number of NAND flash memory into their products, resulting in increased capacity over time and increased use of NAND flash memory.
For data center applications, the adoption of 4TB and 8TB enterprise-class SSDs has led to almost a record high in the number of NAND flash memory used in data centers. As enterprise users continue to adopt higher-capacity SSDs in their construction, it is expected that the NAND flash memory market will continue to maintain this upward trend in the next few months.
In the above table, you can see the revenue and market share of various NAND Flash vendors including Micron, SK Hynix, Samsung, Western Digital (WDC), Kioxia and Intel. Almost all of these suppliers have increased their NAND Flash business revenue, except for Intel, which dropped slightly by 0.8% from the previous quarter.
Nevertheless, the market outlook for the third quarter and beyond is for the notebook market, especially for data centers, as well as the upcoming Intel and AMD server processors to promote a large number of new processors, leading to increased demand for the notebook market . The accompanying storage solutions, such as enterprise SSDs.