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市場調查報告書
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1643144

中國固態硬碟 (SSD)：市場佔有率分析、產業趨勢與成長預測（2025-2030 年）

China Solid-State Drive - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計預測期內中國固態硬碟 (SSD) 市場複合年成長率將達到 12.3%。

中國固態硬碟市場-IMG1

主要亮點

  • 在中國，近年來對資料儲存的需求大幅成長。為了滿足龐大的資料儲存需求，固態硬碟 (SSD) 和硬碟 (HDD) 已成為兩大主要的儲存解決方案，每種解決方案都有其獨特的優勢。
  • SSD 與 HDD 類似，都是非揮發性儲存媒體。但是，資料不是儲存在旋轉的磁碟上，而是儲存在一系列相互連接的微晶片上，從而使記憶體存取速度極快，這意味著 SSD 可以大大縮短啟動時間。這些因素推動了 SSD 在計算過程中的廣泛應用。
  • 固態硬碟 (SSD) 已在桌面和筆記型電腦中普及，但它們在資料中心的引入卻進展緩慢。然而，資料中心的 SSD 效能要求與消費性 PC 不同。資料中心必須能夠滿足這項要求，這與傳統用戶端 PC 不同，後者很少需要全天候不間斷的效能。對於SSD的需求將會隨著使用而增加。
  • 中國 NAND 供應商的生產不會受到新型冠狀病毒疫情的顯著影響。這是因為工廠自動化程度很高，對人力的需求相對較少，而且經營者在農曆新年前已經儲備了原料。
  • 由於該半導體製造廠擁有特殊的國家許可，因此該代工廠的產品均交貨給中國境內的客戶。這樣我們就可以將產品運送到中國各地，甚至是隔離的城市。
  • 此外，國際半導體設備與材料協會 (SEMI) 表示，由於 COVID-19 影響的不確定性迫在眉睫，矽晶圓銷售量預計將下降。不過，業內專家表示，由於晶片銷售復甦，中國的需求可能會回升。 SEMI也預測，2021年矽晶圓出貨量將會成長，並在2022年創下歷史新高。

中國SSD市場趨勢

企業級 SSD 可望實現強勁成長

  • 中國固態硬碟（SSD）市場持續快速成長，主要受企業、資料中心和個人電腦的需求所推動。許多企業應用程式需要持續正常運作、高效能儲存設備、高可靠性和高功率效率。 SSD 滿足了企業中的所有這些要求。
  • 2017年NAND快閃記憶體短缺導致企業通路SSD市場成長放緩。需求主要由百度、阿里巴巴和騰訊等超大規模資料中心以及華為和浪潮等OEM製造商推動。
  • 隨著越來越多消費性電子產品搭載SSD(固態硬碟)及eMMC(嵌入式多媒體卡)， NAND快閃記憶體必將成為未來儲存與記憶產業發展的核心技術。隨著國產PC在企業中的崛起，中國國內DRAM和NAND快閃記憶體消費量大幅增加。隨著該地區 PC 產量的增加，市場對 SSD 的需求也增加。
  • 在企業中，SSD 將資料持久性儲存或暫時快取在非揮發性固態資料中，旨在用於伺服器、儲存系統和直接附加儲存 (DAS) 裝置。中小型企業 (SME) 使用 MLC SSD，其使用壽命比 TLC SSD 更長，並且比 SLC SSD 相對便宜。 TLC SSD用戶屬於一般客戶，因為TLC SSD容量大，價格低。
  • 此外，指紋感應器很可能成為可攜式固態硬碟（SSD）的關鍵功能，廠商將專注於在SSD中創新這種技術。 2020年4月，儘管受到疫情的不利影響，中國公司海康威視仍在中國市場推出了T100F可攜式SSD。這款 SSD 配備生物識別安全功能，指紋感應器嵌入 SSD 的金屬機殼中。

資料中心的採用正在增加，預計市場將成長

  • 由於多種因素，資料中心對 SSD 的使用正在成長，其中包括對儲存設備的需求不斷成長、與傳統 HDD 儲存相比可用性的提高，以及企業級 SSD 可靠性和效能的大幅提升。
  • 此外，SSD 之所以受到企業的青睞，是因為它們在運作時消耗的能源更少，從而減少了分散，並減少了對環境的影響。
  • 根據Cloudscene統計，2020年中國每100人中約有50名網路用戶，連接生態系統由85個主機託管資料中心、62個雲端服務供應商和一個網路結構組成。受資料中心記憶體需求的推動，記憶體設備的需求不斷增加，預計將推動 SSD 的需求。
  • 預計中國資料中心市場的成長將受到政府支持和國際投資的推動。政府大力推動人工智慧在安全和智慧應用領域的發展，進一步刺激了該國對 SSD 的需求。
  • 例如，蘋果已經開始建造其首個中國資料中心，以擴展其在中國的服務。該計劃響應了中國新的資料法，該法要求公民的資料必須託管在國內。因此，預計上述因素將推動中國對SSD的需求。

中國固態硬碟（SSD）產業概況

中國的固態硬碟 (SSD) 市場格局比較鬆散，有幾家大型本土供應商。進入門檻高，使新進入者難以進入市場。現有的市場參與者將產品開發和創新視為擴大市場佔有率的有利途徑。創見資訊、台電電子、光寶科技、威剛科技和華為技術是主要的市場參與者。

2022年7月，ORICO重磅推出新品－ORICO USB4高速可攜式SSD蒙太奇40Gbps系列。本產品採用的新設計採用耐用的套模貼標技術製造，旨在防止腐蝕。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場動態

  • 市場概況
  • 市場促進因素
    • 擴大資料中心的採用
    • 在高階雲端應用的採用範圍擴大
  • 市場限制
    • 固態硬碟 (SSD)高成本且壽命短
  • 生態系分析
  • 產業吸引力-波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • COVID-19 市場影響評估

第5章 市場區隔

  • 按應用
    • 企業
    • 客戶
  • 按介面
    • 串列高階技術附件(SATA)
    • 外圍組件互連 (PCI) Express

第6章 競爭格局

  • 公司簡介
    • Huawei Technologies Co. Ltd
    • ADATA Technology Co. Ltd
    • Transcend Information Inc.
    • Teclast Electronics Co. Ltd
    • LITE-ON Technology Corporation
    • Lenovo Group Limited
    • Memblaze Technology Co. Ltd
    • Maxiotek Corporation
    • PHISON ELECTRONICS

第7章投資分析

第8章 市場機會與未來趨勢

簡介目錄
Product Code: 69981

The China Solid-State Drive Market is expected to register a CAGR of 12.3% during the forecast period.

China Solid-State Drive - Market - IMG1

Key Highlights

  • In China, the data storage demand has been on a massive rise over the past few years. In order to fulfill the enormous demand for data storage, solid-state drives (SSDs) and hard disk drives (HDD) emerged as the two main storage solutions, each with its particular benefits.
  • SSDs are like HDDs in terms of being non-volatile storage mediums. However, instead of spinning disks, data is stored in a series of interconnected microchips, making memory access much faster, which causes the boot time to reduce drastically in SSDs. Such factors are increasing the greater adoption of SSD in the computing process.
  • Solid-state drives (SSDs) are nearly ubiquitous in desktop and laptop computers, but the introduction of SSDs in data centers has taken much longer. However, data center SSDs have distinct performance requirements compared to consumer PCs. A data center must be able to match this requirement, unlike a conventional client PC whose usage unlikely ever requires constant 24/7 performance. The demand for SSDs will increase depending on the application.
  • The production by China-based NAND vendors was not severely affected by the outbreak of novel COVID-19. This was because the plants were highly automated, had relatively low demands for manpower, and the operators stocked raw materials before the Chinese Lunar New Year.
  • Foundry output was delivered to customers in China because semiconductor fabrication plants hold special national licenses. These allowed them to ship products throughout domestic China, even with cities under quarantine.
  • Further, according to Semiconductor Equipment and Materials International (SEMI), silicon wafer sales were anticipated to witness a dip amid the looming uncertainty surrounding the impact of COVID-19. However, in China, industry experts believed that the demand could climb on the strength of rebounding chip sales. SEMI also estimated that silicon wafer shipments would witness growth in 2021, and shipments will reach a record high in 2022.

China Solidstate Drive (SSD) Market Trends

Enterprise SSDs Expected To Grow Significantly

  • The Chinese solid-state drive market continued its rapid pace of growth, driven primarily by enterprise and data center demand, as well as PC demand. Many enterprise applications need constant uptime, high-performance storage devices, high reliability, and power efficiency. SSDs fulfill all these requirements in the enterprise.
  • Due to the NAND flash shortage in 2017, the enterprise channel SSD market grew at a more modest rate. The demand was fueled by hyper-scale data centers, such as Baidu, Alibaba, Tencent, and OEMs, including Huawei and Inspur.
  • NAND flash is certain to become the core technology in the development of storage and memory industries in the future as the number of consumer electronic products that include solid-state drives (SSDs) and embedded MultiMediaCards (eMMCs) increases. Chinese domestic DRAM and NAND flash consumption is dramatically increasing with the rise in popularity of Chinese PCs in enterprises. With the increase in the production of PCs in the region, the demand for SSDs has been increasing in the market.
  • SSDs in enterprises store data persistently or cache data in the non-volatile semiconductor memory temporarily and are intended for use in servers, storage systems, and direct-attached storage (DAS) devices. Small and Medium Enterprises (SME) uses MLC SSD, which contains a longer life span than TLC SSD and a relatively friendlier price than SLC SSD. Due to its higher capacity and lower cost, users of TLC SSD are general customers.
  • Further, the fingerprint sensor may be given as a prime feature in portable solid-state drives (SSDs), and players are focused on innovating such technology with SSD. In April 2020 despite the negative impact of pandemic, Chinese firm Hikvision launched its T100F portable SSD in the Chinese market. This SDD comes with biometric security and an embedded fingerprint sensor into the metal casing of the SSD.

Increased Adoption in Data Centers Expected to Boost the Market Growth

  • The applications of SSD in data centers have been increasing owing to a wide range of factors, such as the rising need for storage facilities, improved efficacy in contrast to conventional HDD storage, and breakthroughs in enterprise-level SSD reliability and performance.
  • Moreover, SSDs are preferred by businesses as they require less energy, which enables less dispersion, thereby resulting in a reduced environmental imprint.
  • According to Cloudscene, China had approximately 50 internet users per 100 in 2020, and the connectivity ecosystem comprised 85 colocation data centers, 62 cloud service providers, and one network fabric. The increasing demand for memory devices, buoyed by the requirement of data centers for memory, is expected to drive the demand for SSDs.
  • The growth in the Chinese data center market is expected to be bolstered by supportive government initiatives and international investments. The government's push for AI in security and intelligence use further strengthens the demand for SSDs in the country.
  • For instance, Apple started constructing its first Chinese data center to expand its services in China. The project would respond to new Chinese data laws that demand the citizens' data to be hosted on Chinese soil. Thus, the abovementioned factors are expected to bolster the demand for SSDs in the country.

China Solidstate Drive (SSD) Industry Overview

The Chinese Solid State Drive Market is moderately consolidated due to a few major vendors based in the country. As the entry barriers in the market are high, the entry of new players is difficult. The existing market players view product developments and innovations as a lucrative path toward the expansion of market share. Transcend Information Inc., Teclast Electronics Co. Ltd, LITE-ON Technology Corporation, ADATA Technology Co. Ltd, and Huawei Technologies Co. Ltd are the major market players.

In July 2022, ORICO launched its new product, the ORICO USB4 High-Speed Portable SSD Montage 40 Gbps series. The new design used in this product would be manufactured using a durable in-mold labeling technique with an aim to prevent corrosion.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Increasing Adoption in Data Centers
    • 4.2.2 Increasing Deployment in High-end Cloud Applications
  • 4.3 Market Restraints
    • 4.3.1 High Cost and Smaller Life-time of Solid State Drives
  • 4.4 Industry Ecosystem Analysis
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry
  • 4.6 Assessment of the Impact of COVID-19 on the Market

5 MARKET SEGMENTATION

  • 5.1 By Application
    • 5.1.1 Enterprise
    • 5.1.2 Clients
  • 5.2 By Interface
    • 5.2.1 Serial Advanced Technology Attachment (SATA)
    • 5.2.2 Peripheral Component Interconnect (PCI) Express

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Huawei Technologies Co. Ltd
    • 6.1.2 ADATA Technology Co. Ltd
    • 6.1.3 Transcend Information Inc.
    • 6.1.4 Teclast Electronics Co. Ltd
    • 6.1.5 LITE-ON Technology Corporation
    • 6.1.6 Lenovo Group Limited
    • 6.1.7 Memblaze Technology Co. Ltd
    • 6.1.8 Maxiotek Corporation
    • 6.1.9 PHISON ELECTRONICS

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS