• Welcome to TechPowerUp Forums, Guest! Please check out our forum guidelines for info related to our community.

Global Top 5 SSD Module Makers Continue to Gain Market Share; Chinese Brands Leverage Home Advantage

TheLostSwede

News Editor
Joined
Nov 11, 2004
Messages
17,595 (2.41/day)
Location
Sweden
System Name Overlord Mk MLI
Processor AMD Ryzen 7 7800X3D
Motherboard Gigabyte X670E Aorus Master
Cooling Noctua NH-D15 SE with offsets
Memory 32GB Team T-Create Expert DDR5 6000 MHz @ CL30-34-34-68
Video Card(s) Gainward GeForce RTX 4080 Phantom GS
Storage 1TB Solidigm P44 Pro, 2 TB Corsair MP600 Pro, 2TB Kingston KC3000
Display(s) Acer XV272K LVbmiipruzx 4K@160Hz
Case Fractal Design Torrent Compact
Audio Device(s) Corsair Virtuoso SE
Power Supply be quiet! Pure Power 12 M 850 W
Mouse Logitech G502 Lightspeed
Keyboard Corsair K70 Max
Software Windows 10 Pro
Benchmark Scores https://valid.x86.fr/yfsd9w
TrendForce's latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023, reinforcing a trend of larger companies expanding their dominance. These major players are leveraging their scale to negotiate more favorable prices for NAND Flash, boosting their competitive edge and ensuring they have sufficient resources to stock up in preparation for market shifts.

TrendForce reports that shipments of branded SSDs in the retail market reached 180 million units in 2023, marking a YoY growth of 3.7%. Reflecting on the SSD market for that year, it appeared that many PCs purchased during the pandemic had entered their typical replacement cycle.




Most PCs come equipped with 256 GB or 512 GB SSDs, which often fall short for gamers and SOHO creators. Consequently, many users chose to expand their SSD storage to over 2 TB, which helped drive sales.

Starting in the second half of 2023, NAND Flash suppliers significantly cut back on production to elevate ASP. This, combined with market expectations of price hikes, led to early purchases and contributed to the overall increase in SSD shipments for the year.

2023 performance breakdown of the top 10 SSD module makers

TrendForce reports that Kingston maintained its position as the top global SSD module maker in the retail market, largely due to its vast sales network and robust product support. ADATA, which targets high-end hardware and gaming enthusiasts, claimed the second spot.

Lexar excelled in the Chinese retail market, while Kimtigo took advantage of its local strengths to boost shipments in China. The top companies took third and fourth places, respectively. Biwin made a notable debut in the top 10, securing fifth place by leveraging its identity as a domestic Chinese brand focused on the consumer market.

Colorful, in sixth place, utilized its proprietary controller and NAND Flash chips to improve cost efficiency and drive sales. Gigabyte saw a rise of two positions in revenue rankings, fueled by strong demand in the gaming sector and its well-known motherboard offerings.

Teclast remained a competitive player in the global SSD arena, moving up one spot, while PNY broadened its reach through e-commerce and international channels to take ninth place. Transcend, with a focus on industrial control products, managed to maintain profitability in the consumer market, rounding out the top ten despite a decline in shipment volumes.

TrendForce highlights that while fewer Chinese SSD manufacturers made it into the top 10 in 2023, the country's focus on boosting domestic production has enabled local firms to narrow the technology gap as they made the leap from PCIe4 to PCIe5. NAND Flash supplier YMTC is also advancing next-gen processes to navigate US sanctions. Additionally, the growing preference among Chinese consumers for homegrown products has bolstered the competitiveness of local brands in the market.

Nevertheless, the SSD retail sector may encounter considerable hurdles in the near future. With nearly all new notebooks now featuring SSDs, the demand for replacing HDDs—a crucial factor for retail growth—is waning. Future expansion will rely on the need for increased capacity and enhanced performance. Consequently, retail brands must devise strategies to tackle the anticipated decline in purchase volumes.

View at TechPowerUp Main Site | Source
 
Joined
Jun 20, 2024
Messages
372 (2.40/day)
Wow, Kingston showing that being top of the 'sort price ascending' list of most stores does actually make you a winner...

Colorful, in sixth place, utilized its proprietary controller and NAND Flash chips to improve cost efficiency and drive sales.
I must have missed that one because I've only ever seen anything from them using another controller from a company like SM, Maxio, etc.
 
Last edited:
Joined
May 11, 2018
Messages
1,252 (0.52/day)
"Nevertheless, the SSD retail sector may encounter considerable hurdles in the near future. With nearly all new notebooks now featuring SSDs, the demand for replacing HDDs—a crucial factor for retail growth—is waning. Future expansion will rely on the need for increased capacity and enhanced performance."

1000004719.jpg
 
Joined
Mar 11, 2024
Messages
77 (0.30/day)
"Nevertheless, the SSD retail sector may encounter considerable hurdles in the near future. With nearly all new notebooks now featuring SSDs, the demand for replacing HDDs—a crucial factor for retail growth—is waning. Future expansion will rely on the need for increased capacity and enhanced performance."

View attachment 368623
Lol, optane for the win. And it's pcie 3 "only"
 
Joined
Oct 5, 2024
Messages
74 (1.57/day)
Location
United States of America
Am I missing something or is the "Others" category include the likes of Samsung, Micron, SK Hynix, Kioxia (Toshiba really, who invented NAND), Western Digital etc?

Because I would have expected the actual NAND manufacturers to be higher up this list.
 
Joined
Jan 3, 2021
Messages
3,483 (2.46/day)
Location
Slovenia
Processor i5-6600K
Motherboard Asus Z170A
Cooling some cheap Cooler Master Hyper 103 or similar
Memory 16GB DDR4-2400
Video Card(s) IGP
Storage Samsung 850 EVO 250GB
Display(s) 2x Oldell 24" 1920x1200
Case Bitfenix Nova white windowless non-mesh
Audio Device(s) E-mu 1212m PCI
Power Supply Seasonic G-360
Mouse Logitech Marble trackball, never had a mouse
Keyboard Key Tronic KT2000, no Win key because 1994
Software Oldwin
Am I missing something or is the "Others" category include the likes of Samsung, Micron, SK Hynix, Kioxia (Toshiba really, who invented NAND), Western Digital etc?

Because I would have expected the actual NAND manufacturers to be higher up this list.
The problem with actual NAND manufacturers is that they are actual NAND manufacturers. They don't want to disclose SSD sales separately from NAND wafer/chip sales, and no one on Earth can gather or estimate the numbers. Certainly not the market analysts.
 
Joined
Jun 20, 2024
Messages
372 (2.40/day)
Am I missing something or is the "Others" category include the likes of Samsung, Micron, SK Hynix, Kioxia (Toshiba really, who invented NAND), Western Digital etc?

Because I would have expected the actual NAND manufacturers to be higher up this list.
It does say "Retail Market Share"....

I bet Kingston sells tons more NV2 / NV3 / el-bastardo roulette mix of crap NAND and controller combo SSD's compared to Samsung at retail - Samsung being usually the most expensive in most segments doesn't help. Hence my comment:
Wow, Kingston showing that being top of the 'sort price ascending' list of most stores does actually make you a winner...

The others (Samsung, Micron, SK Hynix, Kioxia, etc.) probably do much better on the OEM side as they'll offer better integration support and warranty.
 
Joined
Aug 22, 2007
Messages
3,548 (0.56/day)
Location
Terra
System Name :)
Processor Intel 13700k
Motherboard Gigabyte z790 UD AC
Cooling Noctua NH-D15
Memory 64GB GSKILL DDR5
Video Card(s) Gigabyte RTX 4090 Gaming OC
Storage 960GB Optane 905P U.2 SSD + 4TB PCIe4 U.2 SSD
Display(s) Alienware AW3423DW 175Hz QD-OLED + Nixeus 27" IPS 1440p 144Hz
Case Fractal Design Torrent
Audio Device(s) MOTU M4 - JBL 305P MKII w/2x JL Audio 10 Sealed --- X-Fi Titanium HD - Presonus Eris E5 - JBL 4412
Power Supply Silverstone 1000W
Mouse Roccat Kain 122 AIMO
Keyboard KBD67 Lite / Mammoth75
VR HMD Reverb G2 V2
Software Win 11 Pro
Lol, optane for the win. And it's pcie 3 "only"

I love my Optane drives :)
There are PCIe Gen4 drives, but they're enterprise drives. The P58xx series.
 
Top