Samsung Electronics Co. is expected to have a more than 40 percent share in the global solid state drive (SSD) market, which is considered the general trend in personal computer markets including notebook computers and servers, this year.
According to market researchers including IHS on Nov. 29, Samsung's SSD market share will rank first this year with 41 percent, following Intel Corp. with 16 percent, SanDisk Corp. with 10 percent, Micron Technology Inc. with 7 percent and Toshiba with 6 percent.
In 2014, Samsung's share stood at 34 percent with Intel and SanDisk sharing 17 percent and 16 percent of the market, respectively. The estimate said Samsung will see an increase by 7 percent point, while Intel and SanDisk will show a decrease by 1 percent point and 6 percent point, respectively. Samsung’s market share is almost four times larger than its rival SanDisk.
Since SSD uses NAND flash memory, it is four times faster in reading and writing speeds. This trait considerably reduces booting time for users and it is steadily replacing hard disk drives on the market. But, it is hard to make it high capacity and more expensive than traditional memory storage.
After the mass production of 3-D V-NAND, however, the landscape has changed. The data from IHS shows the compound annual growth rate (CAGR) of NAND flash memory from 2014 to 2019, which shows 3-D V-NAND growing a whopping 211 percent, overwhelmingly surpassing multi-level cell (MLC) and triple-level cell (TLC) NAND.
Also, 3-D V-NAND for general customers is expected to account for 60 percent in the market in 2018.
Samsung has become the first in the world to mass produce 3-D V-NAND and other competitors are in pursuit. Industry insiders said that SanDisk, which is indirectly controlled by China’s Tsinghua Unigroup through Western Digital, has started to use 3-D NAND in its SSD products, but it has not been able to reduce the technology gap with the South Korean tech giant yet.
DRAMeXchange said in the market view report, “Considering the SSD manufacturing strategy, Samsung, which has the strength in the 3-D NAND sector, can make full use of its price competitiveness. However, SanDisk is rapidly chasing Samsung by operating its own TLC SSD line.”