According to a survey conducted by market research firm TrendForce, the average selling price of enterprise SSDs decreased by nearly 20% in the first quarter due to significant reductions in order sizes from major customers, affecting the top five enterprise SSD manufacturers who experienced a month on month decline in revenue in the first quarter.
Jibang Consulting stated that the main reason for the significant reduction in orders from customers is due to challenges encountered in the assembly process of the new generation of AI products, as well as factors such as the long-term accumulation of inventory in North America that still needs to be digested.
Jibang Consulting pointed out that the ranking of the enterprise SSD market remained stable in the first quarter, with Samsung maintaining its top position, SK Group ranking second, and Micron ranking third.
Samsung's revenue decreased by 34.9% month on month to only $1.89 billion, mainly due to the off-season effect and overall weak demand. However, the shipment volume of its PCIe 5.0 products continues to expand, indicating a steady increase in its market share in advanced interface technology. SK Group, including SK hynix and Solidigm, experienced a revenue decline of over 50% to $990 million in the first quarter due to strategic adjustments in AI infrastructure for major clients.
Jibang Consulting predicts that this situation will gradually improve in the second quarter. With the continuous expansion of NVIDIA's new generation chip shipments, the demand for AI infrastructure construction in North America will also increase. In addition, Chinese CSP manufacturers will continue to increase the storage capacity of their data centers, injecting new momentum into the enterprise level solid-state drive market. It is expected that overall revenue will resume growth in the second quarter.
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