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The business SSD market closed Q2 with good results

A report presented by TrendForce confirms that the income of the business SSD sector experienced, during the second quarter of this year, significant growth. Taking a look at the figures, the conclusions we can draw are very clear: the market has gone through a golden moment and this has allowed revenues to skyrocket.

During the second quarter of the year, revenues in the business SSD sector rose 31.3% quarter over quarter. If we look at the breakdown by manufacturer, we see that Kioxia and WDC were the big winners, as they experienced the highest growth (also quarter on quarter), although Samsung remained the undisputed leader.

  • Samsung: 3,259 million dollars in revenue, a growth of 17.8%.
  • SK Group: 1,789 million dollars in revenue, with a growth of 32.1%.
  • Micron: $798 million in revenue and 31.7% growth.
  • WDC: revenues of 766 million dollars and a growth of 102.6%.
  • Kioxia: Earned revenue of $708 million and posted 50.3% growth.

In market share, Samsung closed the second quarter of the year with a 44.5%, well above the SK Group’s 24.4%. Micron and WDC closed a very fair result, with 10.9% and 10.5% respectively, and Kioxia closed the top five with 9.7%. The differences between the highest positions in the top five and the lowest are very large.

Enterprise SSDs

Revenues totaled $7.32 billion, a figure that, as we anticipated, represents an increase of 31.3%. We already have the clear numbers, but what has caused this movement in the sector, that is, such a marked increase in income? There are several reasons, and they are quite simple.

First the improvement that the supply chain has experienced has been key to being able to respond to the growing demand for this type of storage unit, which has been especially high in the United States as a result of the rise of hyperscale data centers. On the other hand, the fear of a shortage of supply of this type of unit and the priority that manufacturers give to the demand that comes from the professional sector were also fundamental in achieving these results.

Important changes are expected for the third quarter of the year, as we already anticipated at the time in this article, although it seems that the professional SSD sector will be less affected and will better withstand the type. All in all, we will have to wait for the final results for the third quarter to be able to draw well-founded conclusions.

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