The emergence of the COVID-19 pandemic led to severe delays in manufacturing and logistics. In particular, governments worldwide began implementing border restrictions in 2Q20 to combat the ongoing health crisis, leading to a sudden decline in order volumes for channel-market SSDs, according to TrendForce's latest investigations. Annual shipment of SSDs to the channel (retail) market reached 111.5 million units in 2020, a 15% YoY decrease. In terms of market share by shipment, Kingston, ADATA, and Kimtigo once again occupied the top three spots, respectively.

Looking at the channel market for SSDs as a whole, NAND Flash suppliers (among which Samsung possessed the largest market share) accounted for around 35% of the total shipments in 2020, while SSD module makers accounted for the other 65%. The top 10 module makers accounted for 71% of channel-market SSD shipments from all SSD module makers. Taken together, these figures show that the market remained relatively oligopolistic in 2020. However, it should be noted that TrendForce's ranking of SSD module makers for 2020 takes account of only products bound for the channel market and under brands owned by the module makers themselves; NAND Flash suppliers were therefore excluded from the top 10 ranking.

Silicon Motion Technology Corporation, a global leader in designing and marketing NAND flash controllers for solid-state storage devices, today launched its new SM2320 single-chip high performance, lower power and cost effective solution for external portable SSDs. The new SM2320 controller solution is designed with integrated hardware and firmware as well as high-level security features which meet the needs of game console users requiring high performance and the low power requirements of laptop users. The external portable SSD market is growing due to the performance, low power consumption, reliability and portability of such devices enabled by NAND memory. Customers include Kingston Technology, which has designed SM2320 into its new XS2000 external portable SSD, as well as other module and NAND flash providers.

"Kingston is thrilled to collaborate with SMI for the launch of our new pocket-sized XS2000 portable SSD," said Keith Schimmenti, SSD Business Manager, Kingston. "Our Kingston engineers continue to focus on improving the performance of our products and with the new SM2320 controller, we are able to get XS2000 in the hands of our customers and meet the high performance and high capacity demands they need to keep up with the ever-evolving digital world."

NAND Flash suppliers' Clients in the data center segment were gradually stepping up enterprise SSD procurement after finishing inventory adjustments, according to TrendForce's latest investigations. Moreover, the adoption rate of 4/8 TB products in the enterprise SSD market increased substantially on account of the releases and adoption of the new server processor platforms from Intel and AMD. Although the recent wave of COVID-19 outbreaks that struck Southeast Asia weakened smartphone sales in 2Q21, the quarterly total NAND Flash bit shipments rose by nearly 9% QoQ, as PC OEMs still had plenty of component orders in 2Q21 due to the fairly robust notebook demand during the period. On the other hand, the shortage of controller ICs became more severe during the period, and the winter storm that battered Texas this February affected the operation of Samsung's foundry fab Line S2 in Austin. As demand for NAND Flash products rose, the overall ASP also rose by nearly 7% QoQ, and the quarterly total NAND Flash revenue rose by 10.8% QoQ to US$16.4 billion in 2Q21.

To meet the market demand for large-capacity data storage, TEAMGROUP today announced two high-performance, huge-capacity storage products: the TEAMGROUP MP34Q M.2 PCIe SSD, which utilizes QLC Flash and the PCIe Gen3x4 interface and comes with capacities up to 8 TB; and the HIGH ENDURANCE CARD designed for high-resolution surveillance systems. Whether it is for computer equipment or security systems used at home or a business, TEAMGROUP provides reliable upgrade solutions for those who seek the best performance and stability.

Today the company announced the TEAMGROUP MP34Q M.2 PCIe SSD, which utilizes QLC Flash and the PCIe Gen3x4 interface. It also supports NVMe 1.3 and the Dual Cache technologies: SLC Caching and DRAM Cache Buffer. The MP34Q M.2 PCIe SSD offers a massive capacity of up to 8 TB, excellent read/write speeds of up to 3,400/3,000 MB/s, and an official five-year warranty with purchase, so consumers can buy and upgrade with confidence.

TEAMGROUP unveils the T-FORCE CARDEA Z44Q PCIe 4.0 SSD with two patented cooling modules, QLC Flash, and PCIe Gen 4x4 interface that supports the latest NVMe 1.4 standard and provides a massive capacity of up to 4 TB. Consumers can opt for different specs based on their preference and needs, and gamers can have everything from cooling, performance, and capacity in one SSD, and explore the infinite possibilities with T-FORCE CARDEA Z44Q PCIe4.0 SSD.

Equipped with QLC Flash, the T-FORCE CARDEA Z44Q PCIe 4.0 SSD supports the latest PCIe Gen 4x4 interface and NVMe 1.4 standards, meaning that it is compatible with PCIe Gen3.0 interface while offering up to 4 TB in capacity. The read/write speeds reach up to 5,000/4,000 MB/s, which are 10 times faster than traditional SSDs, making it a pioneer for the new TB M.2 era and the best choice for players in terms of cooling, speed, and capacity.

KINGMAX today unveiled the AX448 line of M.2 NVMe SSDs. These drives come in high capacity variants of 1 TB, 2 TB, and 4 TB, and take advantage of the PCI-Express 4.0 x4 host interface, and NVMe protocol. The 1 TB variant offers sequential transfer rates of up to 4500 MB/s reads, with up to 1750 MB/s writes. The 2 TB variant does up to 4700 MB/s reads, with up to 3300 MB/s writes. The 4 TB variant tops the charts with up to 4800 MB/s reads, and up to 3450 MB/s writes, at least on paper. Endurance of the three variants is rated at up to 200 TBW for the 1 TB variant, up to 400 TBW for the 2 TB variant, and up to 800 TBW for the 4 TB variant. The drive is likely using QLC NAND flash, given these endurance numbers, although the company didn't mention the controller or NAND flash type.

Enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21, according to TrendForce's latest investigations. In particular, the share of 8 TB products in shipments of SSDs to data centers has shown the most noticeable growth, which is expected to persist through 3Q21. However, certain SSD components and parts may be in shortage due to insufficient foundry capacity. TrendForce is therefore revising the QoQ hikes in contract prices of enterprise SSDs for 3Q21 to 10-15% from the previous projection of 5-10%.

TrendForce further indicates that the high demand for enterprise SSDs in 3Q21 is attributed to several factors. First, North American cloud service providers (hyperscalers) have pretty much completed their inventory adjustments and now continue to expand their storage capacity. Second, the flow of incoming orders to traditional server brands is getting stronger over the quarters as government agencies and SMBs increase their budgets for IT infrastructure. Third, Intel and AMD are ramping up production for server CPUs based on their respective new processor platforms. Following the adoption of new CPUs, the overall demand for enterprise SSDs has also shifted to higher-density products because clients want to upgrade their computing power and storage capacity. Specifically, demand is mainly trending toward 4/8 TB SSDs since raising NAND Flash density can lower the cost of SSD deployment.

Samsung Electronics, the world leader in advanced memory technology, today unveiled its new enterprise solid-state drive (SSD) featuring Zoned Namespace (ZNS) technology—the PM1731a. Leveraging ZNS, the SSD will maximize available user capacity and offer an extended lifespan in storage server, data center and cloud environments.

"Samsung's ZNS SSD reflects our commitment to introducing differentiated storage solutions that can substantially enhance the reliability and lifetime of server SSDs," said Sangyeun Cho, senior vice president of the Memory Software Development Team at Samsung Electronics. "We plan to leverage quad-level cell (QLC) NAND technology in our next-generation ZNS drives to enable higher thresholds for storage performance and capacity in the enterprise systems of tomorrow."

Total NAND Flash revenue for 1Q21 increased by 5.1% QoQ to US$14.82 billion, according to TrendForce's latest investigations. In particular, bit shipments rose by 11% QoQ, while the overall ASP dropped by 5% QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer and smartphone manufacturers remained high, clients from the data center segment exhibited relatively weak demand, since this segment had yet to leave the state of NAND Flash oversupply. Contract prices for this quarter therefore still mostly showed a considerable QoQ drop. On the other hand, OEMs/ODMs of end products began to increase procurement of NAND Flash products from the second half of January onward because they noticed that the shortage of NAND Flash controller ICs was affecting the production of medium- and low-density storage products. Besides avoiding a possible supply crunch in the future, OEMs/ODMs were placing additional orders because they were preparing for a push to expand market share. On account of these developments, the overall NAND Flash demand surpassed expectations in 1Q21.

Intel announced its new memory and storage product for client, Intel Optane memory H20 with solid state storage. Delivering innovation in storage through 11th Gen Intel Core processor-based platforms, Intel Optane memory H20 offers a personalized computing experience with a new level of performance and large storage capacity options for gamers, media and content creators, everyday users and professionals.

By combining the best attributes of Intel Optane technology and Intel QLC 3D NAND technology, Intel Optane memory H20 brings together two revolutionary memory and storage technologies on a single M.2 2280 form factor device. The versatile M.2 form factor works in everything from Intel Evo laptops to traditional desktops, as well as all-in-ones and mini-PCs. Providing improved performance and responsiveness with lower power consumption compared with the prior-generation product, Intel Optane memory H20 accelerates what you use most, from everyday tasks to managing large media and gaming files and applications.

Intel announced their 'mainstream' 670p PCIe 3.0 QLC SSD family earlier this week with pricing more in line with what you would expect for PCIe 4.0 drives. Intel announced three 670p models with 512 GB, 1 TB, and 2 TB capacities, the advertised speeds varied with sequential reads of 3500 MB/s on the 1/2 TB models and 3000 MB/s for the 512 GB variant. Sequential write speeds were quoted as 1600 MB/s for the 512 GB, 2500 MB/s for the 1 TB, and 2700 MB/s for the 2 TB model. The latest QLC memory also brought a write endurance increase of 23% and the SSD's all came with a five-year warranty.

While these drives all offered respectable performance their pricing did not reflect their 'mainstream' target market with the drives priced at 90 USD, 155 USD, and 330 USD for the 512 GB, 1 TB, and 2 TB models respectively. It would appear that retailers are taking it upon themselves to correct this by reducing prices by up to 24% on the new drives. Newegg currently has the drives listed for 69.99 USD, 129.99 USD, and 249.99 USD which represents a price drop of 20 USD for the 512 GB, 25 USD for the 1 TB, and 80 USD for the 2 TB version. These new prices make the 670p series a much more viable PCIe 3.0 SSD however, it is yet to be seen if these are the new official prices or just a discount from an individual retailer.

Greenliant has expanded its ArmourDrive industrial memory card portfolio with the high reliability, high capacity microSD QX Series, available from 256 GB to 1 TB, and operating at wide temperatures (-25 to +85 degrees Celsius). See microSD ArmourDrive product information at http://bit.ly/SD-microSD.

Industrial microSD memory cards have become a popular storage medium for a broad range of applications, including dashcams and bodycams, data loggers, routers and switches, medical equipment and IIoT devices. Built with high quality, advanced 4-bit-per-cell (QLC) 3D NAND flash memory, microSD ArmourDrive QX Series products provide video, security, networking and industrial customers with cost effective, reliable and rugged removable data storage. UHS Speed Class 10 and SD Specification 6.10 compliant, microSD ArmourDrive QX Series cards reach up to 100/37 MB/s sequential read/write performance and are ideal for video recording at high definition resolution.

Intel today rolled out the SSD 670p series, a new line of M.2 NVMe SSDs that are targeted at the mainstream segment. Built in the M.2-2280 form-factor with PCI-Express 3.0 x4 host-interface, the drive implements Intel's latest 144-layer 3D QLC NAND flash memory, mated with a re-badged Silicon Motion SM2265G 8-channel controller that uses a fixed 256 MB DDR3L DRAM cache across all capacity variants. It comes in capacities of 512 GB, 1 TB, and 2 TB.

The 1 TB and 2 TB variants offer sequential read speeds of up to 3500 MB/s, while the 512 GB variant reads at up to 3000 MB/s. Sequential write speeds vary, with the 512 GB variant writing at up to 1600 MB/s, the 1 TB variant at up to 2500 MB/s, and the 2 TB variant at up to 2700 MB/s. The drives offer significantly higher endurance than past generations of QLC-based drives, with the 512 GB variant capable of up to 185 TBW, the 1 TB variant up to 370 TBW, and the 2 TB variant up to 740 TBW. Intel is backing the drives with 5-year warranties. The 512 GB variant is priced at $89, the 1 TB variant at $154, and the 2 TB variant at $329.

Newegg listings indicate Corsair is ready with the MP600 Core and MP600 PRO HydroX, which they state release later today. The MP600 Core is an M.2 NVMe SSD that's a cost-effective variant of the MP600 PRO. Built in the M.2-2280 form-factor, the drive takes advantage of PCI-Express 4.0 x4, but unlike the MP600 PRO, uses QLC NAND flash memory. The drive uses the Phison PS5016-E16 controller just like the original MP600, but swaps out its TLC NAND flash for QLC. On offer, are sequential transfer rates of up to 4950 MB/s reads, and up to 3700 MB/s writes, up to 380,000 IOPS 4K random reads, and up to 580,000 IOPS 4K random writes.

The MP600 PRO HydroX, on the other hand, is a premium variant of the MP600 PRO that comes with a factory-fitted water block that you connect to your DIY liquid cooling loop. It uses the same combination of the latest Phison PS5018-E18 controller with 3D TLC NAND flash, and offers the same on-paper performance, with up to 7000 MB/s sequential reads, up to 6550 MB/s sequential writes, up to 660,000 IOPS 4K random reads, and up to 800,000 IOPS 4K random writes. The MP600 Core and MP600 PRO HydroX are expected to launch alongside the original MP600 PRO, later this week. Both the MP600 Core and MP600 PRO HydroX are listed on the international stores of Newegg, with the 2 TB MP600 PRO HydroX going for $459, and the 2 TB MP600 Core going for £286 (incl. VAT).

Intel has quietly announced the discontinuation of all Optane Memory SSDs for the consumer market. The company also confirmed that going forward they had no plans to release any new consumer Optane-Only SDDs. The Intel Optane Memory M10, 800P, 900P, and 905P series SSDs have now all been discontinued with final shipments going out next month. Intel has directed users to look at their Optane Memory H20 with Solid State Storage as a potential replacement, the H20 is a QLC M.2 SSD with 32 GB of Optane memory offered in 1 TB and 2 TB configurations. If you are looking to purchase an Intel Optane-Only SSD you will have to act quickly as once stocks run out they won't be returning.

The percentage distribution of 2021 NAND Flash bit demand by application currently shows that client SSD accounts for 31%, enterprise SSD 20%, eMMC/UFS 41%, and NAND wafer 8%, according to TrendForce's latest investigations. TrendForce expects NAND Flash ASP to undergo QoQ declines throughout 2021, since the number of NAND suppliers far exceeds DRAM suppliers, and the bit supply remains high. As Samsung, YMTC, SK Hynix, and Intel actively expand their NAND Flash bit output in 1Q21, the oversupply situation in the industry will become more severe, with a forecasted 6% QoQ increase in NAND Flash bit output and a 10-15% QoQ decline in NAND Flash ASP in 1Q21.

Today, at Intel's Memory and Storage 2020 event, the company highlighted six new memory and storage products to help customers meet the challenges of digital transformation. Key to advancing innovation across memory and storage, Intel announced two new additions to its Intel Optane Solid State Drive (SSD) Series: the Intel Optane SSD P5800X, the world's fastest data center SSD, and the Intel Optane Memory H20 for client, which features performance and mainstream productivity for gaming and content creation. Optane helps meet the needs of modern computing by bringing the memory closer to the CPU. The company also revealed its intent to deliver its 3rd generation of Intel Optane persistent memory (code-named "Crow Pass") for cloud and enterprise customers.

"Today is a key moment for our memory and storage journey. With the release of these new Optane products, we continue our innovation, strengthen our memory and storage portfolio, and enable our customers to better navigate the complexity of digital transformation. Optane products and technologies are becoming a mainstream element of business compute. And as a part of Intel, these leadership products are advancing our long-term growth priorities, including AI, 5G networking and the intelligent, autonomous edge." -Alper Ilkbahar, Intel vice president in the Data Platforms Group and general manager of the Intel Optane Group.

Total NAND Flash revenue reached US$14.5 billion in 3Q20, a 0.3% increase QoQ, while total NAND Flash bit shipment rose by 9% QoQ, but the ASP fell by 9% QoQ, according to TrendForce's latest investigations. The market situation in 3Q20 can be attributed to the rising demand from the consumer electronics end as well as the recovering smartphone demand before the year-end peak sales season. Notably, in the PC market, the rise of distance education contributed to the growing number and scale of Chromebook tenders, but the increase in the demand for Chromebook devices has not led to a significant increase in NAND Flash consumption because storage capacity is rather limited for this kind of notebook computer. Moreover, clients in the server and data center segments had aggressively stocked up on components and server barebones during 2Q20 due to worries about the impact of the pandemic on the supply chain. Hence, their inventories reached a fairly high level by 3Q20. Clients are now under pressure to control and reduce their inventories during this second half of the year. With them scaling back procurement, the overall NAND Flash demand has also weakened, leading to a downward turn in the contract prices of most NAND Flash products.

NEO Semiconductor was honored with a Flash Memory Summit 2020 Best of Show Award for Hardware Architecture at today's Flash Memory Summit 2020 Best of Show Awards ceremony. The Flash Memory Summit, the World's largest and most prestigious storage industry conference and exposition, recognizes NEO Semiconductor's X-NAND product solution.

"5G, robotics, virtual reality and AI applications demand the highest level of performance in order to meet the service level objectives of business-critical data center workloads," said Jay Kramer, Chairman of the Awards Program and President of Network Storage Advisors Inc. "We are proud to recognize NEO Semiconductor X-NAND product solution for providing an excellent high-performance solution that can uniquely lower the cost across all tiers of SSD technologies."

SK hynix and Intel today announced that they have signed an agreement on Oct. 20, KST, under which SK hynix would acquire Intel's NAND memory and storage business for US $9 billion. The transaction includes the NAND SSD business, the NAND component and wafer business, and the Dalian NAND memory manufacturing facility in China. Intel will retain its distinct Intel Optane business.

SK hynix and Intel will endeavor to obtain required governmental approvals expected in late 2021. Following receipt of these approvals, SK hynix will acquire from Intel the NAND SSD business (including NAND SSD-associated IP and employees), as well as the Dalian facility, with the first payment of US $7 billion. SK hynix will acquire from Intel the remaining assets, including IP related to the manufacture and design of NAND flash wafers, R&D employees, and the Dalian fab workforce, upon a final closing, expected to occur in March 2025 with the remaining payment of US $2 billion. Per the agreement, Intel will continue to manufacture NAND wafers at the Dalian Memory Manufacturing Facility and retain all IP related to the manufacture and design of NAND flash wafers until the final closing.

CORSAIR, a world leader in high-performance gaming peripherals and enthusiast components, today announced the launch of the new CORSAIR MP400 Gen3 PCIe x4 NVMe M.2 Solid State Drive, taking advantage of 3D QLC NAND technology to store massive amounts of data with lightning-fast transfer speeds of up to 3,400 MB/sec sequential read and 3,000 MB/sec sequential write. The MP400 is available now in 1 TB, 2 TB, or 4 TB capacities, with an 8 TB model coming soon.

Conveniently slotting directly into a motherboard thanks to its M.2 2280 industry-standard NVMe form-factor, the MP400 boasts wide-ranging compatibility and high-bandwidth performance, while its high-density 3D QLC NAND memory ensures better value than previous generation TLC NAND, able to store more data in the same amount of physical space.

Intel Corp. and Lightbits Labs today announced an agreement to propel development of disaggregated storage solutions to solve the challenges of today's data center operators who are craving improved total-cost-of-ownership (TCO) due to stranded disk capacity and performance. This strategic partnership includes technical co-engineering, go-to-market collaboration and an Intel Capital investment in Lightbits Labs. Lightbits' LightOS product delivers high-performance shared storage across servers while providing high availability and read-and-write management designed to maximize the value of flash-based storage. LightOS, while being fully optimized for Intel hardware, provides customers with vastly improved storage efficiency and reduces underutilization while maintaining compatibility with existing infrastructure without compromising performance and simplicity.

Lightbits Labs will enhance its composable disaggregated software-defined storage solution, LightOS, for Intel technologies, creating an optimized software and hardware solution. The system will utilize Intel Optane persistent memory and Intel 3D NAND SSDs based on Intel QLC Technology, Intel Xeon Scalable processors with unique built-in artificial intelligence (AI) acceleration capabilities and Intel Ethernet 800 Series Network Adapters with Application Device Queues (ADQ) technology. Intel's leadership FPGAs for next-generation performance, flexibility and programmability will complement the solution.

Yangtze Memory Technology Company (YMTC), China's ambitious new memory manufacturer specializing in NAND flash, launched the first client-segment SSDs under its own brand, the PC005 Active series and the SC001 Active series. Rumors of YMTC developing its own brand SSDs surfaced first in June. Prior to that in May, it was reported that Phison could add support for YMTC NAND flash chips to variants of its existing SSD controllers, and so it's highly likely that the new YMTC SSDs use Phison-sourced controllers. Interestingly, the company deployed its first-generation Xtracking 64-layer 3D TLC NAND flash chips instead of its 2nd generation 128-layer QLC chips.

The PC005 Active comes in the M.2-2280 form-factor with PCI-Express 3.0 x4 host interface, leveraging the NVMe 1.3 protocol. The drive is available in 1 TB. 512 GB, and 256 GB capacities. All three variants read sequentially at speeds of up to 3,500 MB/s, wiring at up to 2,900 MB/s, up to 2,500 MB/s, and up to 1,200 MB/s, respectively. Their endurance is rated at 640 TBW for the 1 TB version, 320 TBW for the 512 GB, and 200 TBW for the 256 GB variant. All three are backed by 5-year warranties.

Phison Electronics , the industry's leader in NAND flash controllers and storage solutions, announces availability of the world's first 15.36 TB QLC customizable Enterprise SSD solution based on Phison's S12DC controller. Phison provides its customers with industry leading SSDs that are customized to their needs by leveraging Phison's firmware, controller, PCBA design, and manufacturing. The S12DC QLC SSD is an ideal storage solution by delivering higher performance, lower power consumption, and greater rack storage density for read intensive storage applications that currently source hard disk drives.

TEAMGROUP today launches QX, the industry's first and largest consumer-grade, 15.3 TB 2.5" SATA solid state drive, shaking the industry with its powerful debut. The QX uses the latest 3D QLC flash memory and has up to 2,560 TBW of write life. It is super durable compared to other products in the industry, lightweight and compact, yet offers a high 15.3 TB storage capacity. The QX will revolutionize the consumer-grade 2.5" SATA SSD market with its market dominating specification.

The QX uses the latest 3D QLC flash memory, which not only has the industry's first and largest 15.3 TB storage capacity but also has industry's first write life up to 2,560 TBW. The ultra-high durability provides consumers with stability and reliability. The powerful QX supports smart dual Cache, including SLC Caching technology and DRAM Cache Buffer, delivering 560/480 MB per second of ultra-fast read/write speed for smooth user experience. At the same time, it also excellent features such as low power consumption, shock resistance, noise-free, etc. With the huge terabyte storage capacity of a mechanical hard drive and the read/write performance not found in traditional mechanical hard drives, it can revolutionize and redefine the consumer-grade 2.5" SATA SSD with its massive 15.3 TB storage capacity.