[CNMO Technology News]Passionategeekz learned from data institutions that in the first quarter of 2025, the Enterprise SSD (enterprise-level solid-state drive) market encountered a cold winter. Affected by factors such as the assembly challenges of the new generation of AI products, major customers of each brand have significantly reduced orders, and the average selling price of enterprise-grade solid-state drives has plummeted by nearly 20%, resulting in a decline in the business of the top five brands.
Among them, Samsung, the number one in the market, suffered a double blow from off-season and weak demand, and its revenue dropped by 34.9% month-on-month to US$1.89 billion. However, its PCIe 5.0 product shipments continue to rise, and its market dominance in the field of advanced interface technology has steadily increased.
SK Group, which ranked second in the market, suffered a halving revenue, achieving only US$990 million in revenue, but it is accelerating the research and development of next-generation storage technology and actively deploying the new generation of PCIe 5.0 TLC and QLC SSD, trying to reverse the decline. As Micron’s capacity final product shipment momentum continued to this year, high-end PCle 5.0 products have gradually increased in volume. Although it was also affected by the market, its revenue in the first quarter was 27.3%, ranking third with revenue of US$850 million.
Kioxia’s revenue fell 21.8% month-on-month to US$570 million. SanDisk shipments grew against the trend, with revenue reaching US$230 million.
After entering the second quarter, factors such as Nvidia’s new generation of chip shipments will inject strong momentum into the enterprise-level SSD market. TrendForce expects overall revenue to resume positive growth in the second quarter and the market is expected to gradually get out of the trough.
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