직접 접속형 AI 스토리지 시스템 시장 : 용량, 유형, 용도, 최종 사용자별 - 시장 규모, 업계 역학, 기회 분석 및 예측(2026-2035년)

The direct-attached AI storage system market is undergoing rapid expansion, with its value estimated at USD 12.19 billion in 2025 and projected to reach approximately USD 50.18 billion by 2035, reflecting a compound annual growth rate (CAGR) of 15.20% over the 2026-2035 forecast period. This strong growth trajectory highlights the accelerating demand for high-performance storage architectures that can support increasingly complex artificial intelligence workloads across enterprise, hyperscale, and research environments.

A primary factor driving this expansion is the critical requirement to eliminate performance bottlenecks in high-density AI computing environments. As organizations scale large-scale model training and inference workloads, ensuring continuous data availability to compute units has become essential. In particular, preventing GPU starvation-where processing units remain idle due to insufficient data throughput-has emerged as a central design priority in modern infrastructure planning.

Noteworthy Market Developments

The vendor ecosystem for Direct Attached AI Storage is highly consolidated at the top, with leadership concentrated among OEMs that have successfully achieved deep vertical integration across hardware design, manufacturing, and supply chain operations. These leading vendors have also established strong strategic partnerships with major GPU ecosystem players such as NVIDIA and AMD, enabling tightly optimized configurations for AI workloads that require extreme bandwidth and low-latency storage performance.

Within this competitive structure, Supermicro has gained disproportionate market traction, largely due to its modular building-block architecture that allows rapid customization of AI-optimized server and storage configurations. Similarly, Dell Technologies has strengthened its position through its PowerEdge XE series, which is specifically engineered for AI workloads and integrates dense, direct-attached NVMe backplanes to support high-throughput data pipelines.

Below the top tier, Tier 2 vendors such as Lenovo, Cisco Systems, and regional ODMs like Quanta Computer and Wiwynn play an essential supporting role in the ecosystem. These companies contribute significantly to manufacturing scale, cost optimization, and supply chain flexibility, ensuring that demand for AI storage infrastructure can be met across both hyperscale and enterprise segments.

Core Growth Drivers

The growth of the direct-attached AI storage system market is being strongly driven by the exponential rise in unstructured data generation and the rapid scaling of large-model AI workloads. Modern artificial intelligence applications, particularly those built around foundation models and multimodal systems, now routinely require tens to hundreds of terabytes of data per training or inference job. This surge in data intensity is reshaping storage architectures, as traditional systems struggle to meet the performance and latency demands of next-generation compute environments.

Emerging Opportunity Trends

The technological moat in the AI storage market is increasingly defined by how quickly vendors can adopt, integrate, and commercialize next-generation interconnect standards that fundamentally reshape data movement and memory architecture. In particular, Compute Express Link (CXL) 2.0 and 3.0 represent some of the most transformative developments in the direct-attached AI storage ecosystem in over a decade, as they shift system design away from isolated memory silos toward a more unified and composable infrastructure model.

Barriers to Optimization

Despite explosive demand, the direct-attached AI storage system market is currently facing significant operational friction that is increasingly shaping vendor strategy and profitability. Industry intelligence indicates that persistent supply chain bottlenecks are extending production and delivery lead times, creating delays in fulfilling high-value enterprise and hyperscale orders. These constraints are particularly impactful in environments where AI infrastructure deployment timelines are tightly coupled with compute expansion cycles, making storage availability a critical pacing factor for overall system rollout.

Detailed Market Segmentation

By storage medium, the NVMe SSD segment held the largest market share of approximately 62.36% in 2025, reflecting its critical role in meeting the extreme performance requirements of modern AI-driven computing environments. This dominance is primarily driven by the need for ultra-low latency, exceptionally high throughput, and scalable storage architectures capable of sustaining continuous data flow to high-performance compute clusters.

By application, the LLM training and fine-tuning segment accounted for a dominant market share of approximately 65.94% in 2025, reflecting the rapid expansion of large-scale generative AI workloads across enterprise, research, and hyperscale computing environments. This leadership position is primarily driven by the computational intensity and data-heavy nature of training Large Language Model systems with billions to trillions of parameters. As organizations increasingly invest in foundation models and domain-specific AI systems, the demand for high-throughput, low-latency storage infrastructure has surged significantly.

By capacity range, the above 5 to 20 TB per node segment held a dominant share of approximately 43% in 2025, reflecting its optimal balance between performance, scalability, and cost efficiency in modern storage-intensive computing environments. This capacity tier has emerged as the preferred configuration for a wide range of enterprise and high-performance workloads, particularly in data-heavy applications such as artificial intelligence training, analytics processing, and large-scale virtualization.

Segment Breakdown

By Capacity

• Below 5TB
• 5TB to 20TB
• 20TB to 50TB
• Above 50TB

By Type

• Hard Disk Drive
• Solid State Drive
• Hybrid Storage
• Network Attached Storage

By Application

• Data Analytics
• Machine Learning
• Artificial Intelligence
• Deep Learning
• Big Data

By End User

• Small and Medium Enterprises
• Large Enterprises
• Government

By Region

• North America
• The U.S.
• Canada
• Mexico
• Europe
• Western Europe
• The UK
• Germany
• France
• Italy
• Spain
• Rest of Western Europe
• Eastern Europe
• Poland
• Russia
• Rest of Eastern Europe
• Asia Pacific
• China
• India
• Japan
• Australia & New Zealand
• South Korea
• ASEAN
• Rest of Asia Pacific
• Middle East & Africa (MEA)
• Saudi Arabia
• South Africa
• UAE
• Rest of MEA
• South America
• Argentina
• Brazil
• Rest of South America

Geography Breakdown

• North America accounted for the largest market share, holding approximately 36.54% in 2025, reflecting its dominant position in the global ecosystem for high-performance computing and AI-driven infrastructure deployment. This leadership is strongly reinforced by the region's rapid expansion of large-scale GPU cluster installations, with more than 70% of deployments exceeding 100,000 GPUs currently concentrated within North American data centers.
• Within this landscape, the United States plays a central and defining role as the primary hub for AI infrastructure development and deployment in the direct-attached AI storage system market. The country's leadership is driven by a combination of private sector innovation, hyperscaler investment, and a highly mature digital ecosystem that supports rapid adoption of next-generation compute architectures.
• This growth trajectory is further strengthened by large-scale federal initiatives aimed at reinforcing domestic semiconductor and advanced manufacturing capabilities. Policies such as the CHIPS and Science Act have created downstream effects that enhance supply chain resilience and encourage localized production of critical hardware components. As a result, the United States has been able to support an exceptionally high concentration of high-performance direct-attached storage (DAS) arrays, enabling the efficient handling of AI workloads at unprecedented scale.

Leading Market Participants

• HP Enterprise
• Seagate Technology
• Western Digital
• Dell Technologies
• NetApp
• Toshiba
• Samsung Electronics
• IBM
• Micron Technology
• Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Global Direct Attached AI Storage System Market

Chapter 2. Research Methodology & Research Framework

• 2.1. Research Objective
• 2.2. Product Overview
• 2.3. Market Segmentation
• 2.4. Qualitative Research
  • 2.4.1. Primary & Secondary Sources
• 2.5. Quantitative Research
  • 2.5.1. Primary & Secondary Sources
• 2.6. Breakdown of Primary Research Respondents, By Region
• 2.7. Assumption for Study
• 2.8. Market Size Estimation
• 2.9. Data Triangulation

Chapter 3. Global Direct Attached AI Storage System Market Overview

• 3.1. Industry Value Chain Analysis
  • 3.1.1. Semiconductor & NAND Manufacturers
  • 3.1.2. Storage Hardware OEMs (Servers & DAS Systems)
  • 3.1.3. Controller & Interface Chip Providers
  • 3.1.4. Software-Defined Storage (SDS) Providers
  • 3.1.5. Cloud & Data Center Operators
  • 3.1.6. End Users
• 3.2. Industry Outlook
  • 3.2.1. Evolution of AI Infrastructure & Storage Architectures
  • 3.2.2. Transition from Network-Attached to Direct-Attached Storage
  • 3.2.3. Role of GPUs, NVMe & Low-Latency Architectures
  • 3.2.4. Case Study Analysis
  • 3.2.5. Regulatory Overview
• 3.3. PESTLE Analysis
• 3.4. Porter's Five Forces Analysis
  • 3.4.1. Bargaining Power of Suppliers
  • 3.4.2. Bargaining Power of Buyers
  • 3.4.3. Threat of Substitutes
  • 3.4.4. Threat of New Entrants
  • 3.4.5. Degree of Competition
• 3.5. Market Growth and Outlook
  • 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
  • 3.5.2. Price Trend Analysis

Chapter 4. Global Direct Attached AI Storage System Market Analysis

• 4.1. Competition Dashboard
  • 4.1.1. Market Concentration Rate
  • 4.1.2. Company Market Share Analysis (Value %), 2025
  • 4.1.3. Competitor Mapping & Benchmarking

Chapter 5. Global Direct Attached AI Storage System Market Analysis

• 5.1. Market Dynamics and Trends
  • 5.1.1. Growth Drivers
  • 5.1.2. Restraints
  • 5.1.3. Opportunity
  • 5.1.4. Key Trends
• 5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 5.2.1. By Capacity
    • 5.2.1.1. Key Insights
      • 5.2.1.1.1. Below 5TB
      • 5.2.1.1.2. 5TB to 20TB
      • 5.2.1.1.3. 20TB to 50TB
      • 5.2.1.1.4. Above 50TB
  • 5.2.2. By Type
    • 5.2.2.1. Key Insights
      • 5.2.2.1.1. Hard Disk Drive
      • 5.2.2.1.2. Solid State Drive
      • 5.2.2.1.3. Hybrid Storage
      • 5.2.2.1.4. Network Attached Storage
  • 5.2.3. By Application
    • 5.2.3.1. Key Insights
      • 5.2.3.1.1. Data Analytics
      • 5.2.3.1.2. Machine Learning
      • 5.2.3.1.3. Artificial Intelligence
      • 5.2.3.1.4. Deep Learning
      • 5.2.3.1.5. Big Data
  • 5.2.4. By End User
    • 5.2.4.1. Key Insights
      • 5.2.4.1.1. Small and Medium Enterprises
      • 5.2.4.1.2. Large Enterprises
      • 5.2.4.1.3. Government
  • 5.2.5. By Region
    • 5.2.5.1. Key Insights
      • 5.2.5.1.1. North America
        • 5.2.5.1.1.1. The U.S.
        • 5.2.5.1.1.2. Canada
        • 5.2.5.1.1.3. Mexico
      • 5.2.5.1.2. Europe
        • 5.2.5.1.2.1. Western Europe
          • 5.2.5.1.2.1.1. The UK
          • 5.2.5.1.2.1.2. Germany
          • 5.2.5.1.2.1.3. France
          • 5.2.5.1.2.1.4. Italy
          • 5.2.5.1.2.1.5. Spain
          • 5.2.5.1.2.1.6. Rest of Western Europe
        • 5.2.5.1.2.2. Eastern Europe
          • 5.2.5.1.2.2.1. Poland
          • 5.2.5.1.2.2.2. Russia
          • 5.2.5.1.2.2.3. Rest of Eastern Europe
      • 5.2.5.1.3. Asia Pacific
        • 5.2.5.1.3.1. China
        • 5.2.5.1.3.2. India
        • 5.2.5.1.3.3. Japan
        • 5.2.5.1.3.4. South Korea
        • 5.2.5.1.3.5. Australia & New Zealand
        • 5.2.5.1.3.6. ASEAN
          • 5.2.5.1.3.6.1. Indonesia
          • 5.2.5.1.3.6.2. Malaysia
          • 5.2.5.1.3.6.3. Thailand
          • 5.2.5.1.3.6.4. Singapore
          • 5.2.5.1.3.6.5. Rest of ASEAN
        • 5.2.5.1.3.7. Rest of Asia Pacific
      • 5.2.5.1.4. Middle East & Africa
        • 5.2.5.1.4.1. UAE
        • 5.2.5.1.4.2. Saudi Arabia
        • 5.2.5.1.4.3. South Africa
        • 5.2.5.1.4.4. Rest of MEA
      • 5.2.5.1.5. South America
        • 5.2.5.1.5.1. Argentina
        • 5.2.5.1.5.2. Brazil
        • 5.2.5.1.5.3. Rest of South America

Chapter 6. North America Market Analysis

• 6.1. Market Dynamics and Trends
  • 6.1.1. Growth Drivers
  • 6.1.2. Restraints
  • 6.1.3. Opportunity
  • 6.1.4. Key Trends
• 6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 6.2.1. Key Insights
    • 6.2.1.1. By Capacity
    • 6.2.1.2. By Type
    • 6.2.1.3. By Application
    • 6.2.1.4. By End User
    • 6.2.1.5. By Country

Chapter 7. Europe Market Analysis

• 7.1. Market Dynamics and Trends
  • 7.1.1. Growth Drivers
  • 7.1.2. Restraints
  • 7.1.3. Opportunity
  • 7.1.4. Key Trends
• 7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 7.2.1. Key Insights
    • 7.2.1.1. By Capacity
    • 7.2.1.2. By Type
    • 7.2.1.3. By Application
    • 7.2.1.4. By End User
    • 7.2.1.5. By Country

Chapter 8. Asia Pacific Market Analysis

• 8.1. Market Dynamics and Trends
  • 8.1.1. Growth Drivers
  • 8.1.2. Restraints
  • 8.1.3. Opportunity
  • 8.1.4. Key Trends
• 8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 8.2.1. Key Insights
    • 8.2.1.1. By Capacity
    • 8.2.1.2. By Type
    • 8.2.1.3. By Application
    • 8.2.1.4. By End User
    • 8.2.1.5. By Country

Chapter 9. Middle East & Africa Market Analysis

• 9.1. Market Dynamics and Trends
  • 9.1.1. Growth Drivers
  • 9.1.2. Restraints
  • 9.1.3. Opportunity
  • 9.1.4. Key Trends
• 9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 9.2.1. Key Insights
    • 9.2.1.1. By Capacity
    • 9.2.1.2. By Type
    • 9.2.1.3. By Application
    • 9.2.1.4. By End User
    • 9.2.1.5. By Country

Chapter 10. South America Market Analysis

• 10.1. Market Dynamics and Trends
  • 10.1.1. Growth Drivers
  • 10.1.2. Restraints
  • 10.1.3. Opportunity
  • 10.1.4. Key Trends
• 10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 10.2.1. Key Insights
    • 10.2.1.1. By Capacity
    • 10.2.1.2. By Type
    • 10.2.1.3. By Application
    • 10.2.1.4. By End User
    • 10.2.1.5. By Country

Chapter 11. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

• 11.1. HP Enterprise
• 11.2. Seagate Technology
• 11.3. Western Digital
• 11.4. Dell Technologies
• 11.5. NetApp
• 11.6. Toshiba
• 11.7. Samsung Electronics
• 11.8. IBM
• 11.9. Micron Technology
• 11.10. Other Prominent Players

Chapter 12. Annexure

• 12.1. List of Secondary Sources
• 12.2. Key Country Markets- Macro Economic Outlook/Indicators