Shulou(Shulou.com)11/24 Report--

CTOnews.com June 2 news, recently TrendForce released SSD market research report. According to the report, the production reduction measures of Samsung and other enterprises did not achieve the desired effect. Enterprise SSD inventory rose instead of falling in the first quarter. The sales of the three major enterprise SSD manufacturers almost halved in the first quarter, down 47.3% from the previous quarter to only $1.998 billion (CTOnews.com Note: currently about 14.186 billion yuan).

▲ source: the Armor report shows that enterprise-level SSD revenue in the first quarter was $296 million (currently about 2.102 billion yuan), a decrease of 39.7% month-on-month. Analysts believe that the merger of Xia and Western Digital will affect the future enterprise-level SSD product research and development plans. If the two are successfully merged, Xisu can further invest in the development of consumer-grade SSD, while the father of NAND can concentrate resources on strengthening the customer verification of enterprise-level SSD by virtue of its technical advantages, which will help them to expand SSD shipments and achieve growth.

▲ source: Samsung Semiconductor is the storage manufacturer with the biggest drop. Since the fourth quarter of 2022, Samsung has taken the lead in waging a price war to defeat its competitors with price advantage. But North American customers' demand for enterprise SSD orders fell sharply in the first quarter, resulting in a 55% drop in enterprise SSD revenue in the first quarter, with consolidated revenue of $801 million (currently about 5.687 billion yuan). It is understood that Samsung's total inventory has reached 54.419 trillion won (currently about 292.774 billion yuan). Samsung warned that its revenue could continue to decline in the second quarter.

In addition, CTOnews.com noted that Micron had the lowest revenue among the three major enterprise SSD manufacturers in the report, with only $218 million (currently about 1.548 billion yuan), down 29.2% from the previous month. Analysts believe that although Micron is the first supplier to launch 176layer PCIe 4.0s, the verification progress is not as expected and the market demand is weak, resulting in delays in shipments of new products.

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