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中文(ZH) Q1全球NAND Flash市场规模428.15亿美元,环比增长81.8%

Global NAND Flash market soars 81.8% to $42.8B on enterprise SSD demand

The global NAND Flash market experienced a significant surge in Q1, reaching $42.815 billion, an 81.8% increase quarter-over-quarter. This growth was driven by a doubling in demand for enterprise SSDs, which offset a slowdown in consumer demand, leading to an overall supply-demand imbalance and a substantial rise in NAND Average Selling Price (ASP). Samsung led the market with a 29.7% share, followed by SK Hynix and Kioxia. AI

IMPACT Increased demand for enterprise SSDs suggests growing AI infrastructure build-out and demand for high-performance storage.

RANK_REASON Significant market growth announcement for a key hardware component. [lever_c_demoted from significant: ic=1 ai=0.7]

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Q1 Global NAND Flash Market Size Reached $42.815 Billion, an 81.8% Increase Quarter-on-Quarter

    据CFM闪存市场数据显示,Q1全球NAND Flash市场规模428.15亿美元,企业级SSD需求倍增并仍在加速,尽管消费类需求现疲软迹象,但不改整体供不应求的局面,Q1NAND ASP环比大增,推动一季度全球NAND Flash市场规模环比续增81.8%。具体来看,三星市场份额29.7%,排名第一;SK海力士市场份额17.6%,排名第二;铠侠市场份额14.9%,排名第三;闪迪市场份额13.9%,排名第四;美光市场份额11.7%,排名第五。(财联社)