[May 22, 2019]

TRENDFOCUS Publishes CQ1 '19 NAND/SSD Report: Nearly Every Segment Down Q-Q as Market Recalibrates

TRENDFOCUS has just released its CQ1 '19 NAND/SSD Quarterly Update, and the results were below expectations. Only one segment, client DFF (drive form factor), grew, but client module, enterprise SATA, enterprise SAS (News - Alert), and enterprise PCIe all declined from the previous quarter.

In total, client SSD units shipped declined 1.5% sequentially. A sharp fall in client module shipments eclipsed the 7% growth posted by DFF units. However, even though overall units declined, exabytes in the client market posted a slight increase as demand mixed upward in capacity. Within the client module segment, M.2 PCIe is nearing 70% of all modules shipped.

Enterprise SSDs fell over 10% in CQ1. A primary reason for the decline in enterprise SSDs (SATA, SAS, and PCIe) is stagnant demand from hyperscale/cloud service providers, many of which are still liquidating SSD inventory accumulated in 2018. From a unit perspective, the PIe decline in CQ1 '19 was the most extreme, followed by SATA, then SAS. SATA saw the most extreme drop in exabytes shipped owing largely to declining overall demand as customers shift to PCIe.

NAND bits shipped grew 8.3% sequentially in CQ1 as producers continue to operate fabs despite depressed demand from the SSD market. 3D NAND bits account for over 86% of all NAND. Bits going to SSDs represented 39.4% for the quarter, with client SSD bit consumption far outweighing that of enterprise SSDs. Mobile applications (phones & tablets) represented 39.3%, while everything else consumed the remaining 21.4% of the NAND bits shipped.

Please contact TRENDFOCUS for more details regarding our market research and various services.

About TRENDFOCUS

TRENDFOCUS provides the data storage industry's most trusted market intelligence covering HDDs, NAND/SSDs, and the storage supply chain. Founded in 1993, the TRENDFOCUS method blends both "top down/bottom up" and 360° statistical analysis to provide clients with the exacting data sets needed to make complex decisions in today's environment. Visit us at www.trendfocus.com.

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