SSD : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the solid state drive market size is expected to grow from USD 31.31 billion in 2025 to USD 36.33 billion in 2026 and is forecast to reach USD 76.41 billion by 2031 at 16.03% CAGR over 2026-2031.

This report is Segmented by Form Factor (2. 5-Inch, M. 2, U. 2, and More), Interface (SATA, PCIe/NVMe, and SAS), Technology/NAND Type (SLC, MLC, and More), Capacity (Up To 500 GB, 500 GB-1 TB, and More), End-user/Application (Client Electronics, Enterprise/Data-Center Servers, and More), Sales Channel (Direct/OEM, Online Retail, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Solid State Drive (SSD) Market Trends and Insights

AI and ML Workloads Reshape Data-Center Storage

Generative AI clusters now stream terabyte-scale parameter files from local NVMe tiers rather than network shares, and Meta's 2025 report showed Llama 3 training pulling 2.4 exabytes of flash, up 60% from 2024. PCIe Gen5 drives offering more than 10 GB/s sequential writes are therefore replacing SATA and early-generation PCIe devices. Edge AI compounds demand autonomous vehicles ship with 4 TB to 8 TB SSDs for onboard inference, and every millisecond saved translates into safer control loops. Nvidia highlighted at GTC 2025 that storage I/O, not GPU cycles, cap many AI pipelines. Hyperscalers have shifted budgets accordingly, viewing flash as an operating-expense reducer because they can increase VM density per rack and lower power draw once latency is removed from the data path.

Enterprise NVMe Uptake Accelerates Legacy Replacement

NVMe crossed a 60% shipment threshold for enterprise arrays in 2025, and NVMe-over-Fabrics is displacing SAS and Fibre Channel because it brings tenfold throughput at similar reliability. Dell's PowerStore uses NVMe-oF zoning to hit 7 million IOPS, making array consolidation economical. The NVMe 2.0 spec added zoned namespaces and key-value commands that cut CPU cycles, so buyers are scrapping SATA shelves years ahead of depreciation. PCIe Gen4 satisfies mixed workloads today, yet early adopters already specify Gen5 for analytics clusters, turning protocol migration into the fastest lever for solid state drive market growth.

Pricing Volatility Clouds Procurement

Quarterly NAND prices swung 35% during 2024-2025, compressing OEM margins and forcing buyers to lock in 24-month contracts to avoid budget shortfalls. Excess wafer starts in 2023 combined with rapid QLC conversions pushed the solid state drive market into oversupply, dropping consumer SSD ASPs 28% year-on-year. Smaller brands lacking die or controller plants felt the squeeze most, underscoring that vertical integration is an insurance policy against price cycles.

Other drivers and restraints analyzed in the detailed report include:

1. Edge-Computing Nodes Boost Demand Beyond the Core
2. PCIe 5.0 Bandwidth and EDSFF Density Reach the Mainstream
3. Concentration Exposes the Supply Chain to Shock

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

M.2 drives generated 47.11% of 2025 revenue as laptops, SFF desktops, and consoles standardized on the gum-stick layout. However, the solid state drive market is pivoting in the data center; EDSFF E1.S, E1.L, and E3.S modules are forecast to post an 18.12% CAGR through 2031, the highest among form factors. Meta's Open Rack V3 now accommodates 32 E3.S drives per 1U server, 33% more than U.2 bays, reducing floor space and cooling costs per petabyte.

Samsung's upcoming 64 TB E1.L showcases why hyperscalers prefer the elongated shell thermal spreader across the PCB, which avoids throttling even under 18 W write loads. Outside hyperscale halls, EDSFF uptake lags because traditional IT shops lack tool-free trays and budget for new chassis. Yet Alibaba's 80% EDSFF procurement mix signals that scale tips the cost balance, so EDSFF should eclipse U.2 for fresh deployments before 2029. Meanwhile, add-in cards stay niche at <5% share, mostly in workstations and scientific clusters craving direct x16 bandwidth.

NVMe over PCIe claimed 62.34% of revenue in 2025 and is marching toward ubiquity at a 17.03% CAGR. NVMe's lean command set halves CPU overhead compared to AHCI, and its multi-queue depth aligns perfectly with modern core counts. Conversely, SATA slid below 25% as motherboards drop ports or repurpose lanes for USB 4. SAS clings to dual-port enterprise arrays, yet its share is under 8% because NVMe-oF meets the same redundancy target with five times the throughput.

The adoption of PCIe Gen5 raises the solid-state drive market size for NVMe even faster. Dell's PowerEdge Gen5 servers ship NVMe as the default, offering SATA only on special, build-to-order SKUs. Looking ahead, PCIe Gen6's PAM-4 signaling promises equal bandwidth at lower watts, keeping NVMe firmly at the center of product roadmaps while legacy protocols linger only in brownfield refresh cycles.

Complete Report Scope:

• By Form Factor
  • 2.5-inch
  • M.2
  • U.2
  • PCIe Add-in Card
  • EDSFF
  • Other Form Factors
• By Interface
  • SATA
  • PCIe/NVMe
  • SAS
• By Technology (NAND Type)
  • SLC
  • MLC
  • TLC
  • QLC
  • Other NAND Types
• By Capacity
  • Up to 500 GB
  • 500 GB - 1 TB
  • 1 TB - 2 TB
  • Above 2 TB
• By End-user/Application
  • Client Electronics (Laptops, Desktops)
  • Enterprise/Data-Center Servers
  • Industrial and Embedded Systems
  • Automotive
  • Other End-user/Application
• By Sales Channel
  • Direct/OEM
  • Distribution and Resellers
  • Online Retail
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia Pacific
    • China
    • Japan
    • South Korea
    • India
    • Australia
    • New Zealand
    • Rest of Asia Pacific
  • Middle East
    • United Arab Emirates
    • Saudi Arabia
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Nigeria
    • Kenya
    • Rest of Africa

Geography Analysis

The Asia Pacific region controlled 46.73% of the revenue in 2025 and is expected to advance at an 18.67% CAGR, benefiting from both increased wafer output and local consumption. Samsung, SK hynix, and Kioxia operate 200-layer fabs in South Korea, Taiwan, and Japan, which significantly influence global cost curves. In contrast, Alibaba Cloud has deployed 1.2 exabytes of flash for domestic AI training. India posted a 32% increase in enterprise SSD purchases as the Digital India agenda drove new banking and e-gov workloads. The region's growth faces geopolitical and earthquake risks, yet no alternative hub can yet match its cost structure.

North America and Europe generated approximately 38% of the revenue in 2025. Azure and AWS each inserted half a million SSDs per quarter to support the growing demand for generative AI traffic. U.S. CHIPS funding supports Micron's USD 15 billion New York fab, slated for a 2028 start-up, with early output focusing on DRAM before adding NAND. Europe's GDPR and pending Data Act are prompting colocation centers to stock local flash, while the EU Chips Act earmarks EUR 43 billion (USD 50.30 billion) for onshore fabs; yet, none have yet reached pilot runs.

Middle East and Africa and South America together yielded about 15% revenue. Saudi Arabia's NEOM specified NVMe edge storage for its smart-city grid, while South African banks adopted flash to meet instant-payment mandates. Brazilian retailers saw a 24% unit rise in 2025, though import tariffs temper high-capacity adoption. Power grid instability and limited fiber still curb enterprise rollouts, yet year-on-year growth rates eclipse global averages as digital transformation leapfrogs legacy IT.

1. Samsung Electronics Co., Ltd.
2. Western Digital Corporation
3. Kioxia Holdings Corporation
4. SK hynix Inc. (incl. Solidigm)
5. Micron Technology, Inc.
6. Seagate Technology Holdings plc
7. Kingston Technology Corporation
8. ADATA Technology Co., Ltd.
9. Transcend Information, Inc.
10. Corsair Memory, Inc.
11. Sabrent
12. Silicon Motion Technology Corp.
13. Phison Electronics Corporation
14. Intel Corporation (Optane)
15. Marvell Technology, Inc.
16. Patriot Memory
17. Team Group Inc.
18. Mushkin Enhanced MFG
19. Microsemi (Microchip Technology)
20. Violin Systems LLC

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising Demand From AI/ML Data-Center Workloads
  • 4.2.2 Accelerating NVMe Adoption Across Enterprise Storage Arrays
  • 4.2.3 Rapid Growth of Edge Computing Nodes in 5G and IoT
  • 4.2.4 Mainstreaming of PCIe 5.0 and EDSFF Form-Factors
  • 4.2.5 Government Green-Data Policies Favor Flash Over HDDs
  • 4.2.6 OEM Firmware-Defined Flash Creating New Upgrade Cycles
• 4.3 Market Restraints
  • 4.3.1 High ASP Volatility Due to NAND Bit Oversupply
  • 4.3.2 Supply-Chain Concentration Risk in NAND Wafer Manufacturing
  • 4.3.3 Thermal Management Challenges in Ultrathin Client Devices
  • 4.3.4 Growing Security-Certification Costs for Enterprise Drives
• 4.4 Industry Value Chain Analysis
• 4.5 Technological Outlook
• 4.6 Regulatory Landscape
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitute Products
  • 4.7.5 Intensity of Competitive Rivalry
• 4.8 Impact of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Form Factor
  • 5.1.1 2.5-inch
  • 5.1.2 M.2
  • 5.1.3 U.2
  • 5.1.4 PCIe Add-in Card
  • 5.1.5 EDSFF
  • 5.1.6 Other Form Factors
• 5.2 By Interface
  • 5.2.1 SATA
  • 5.2.2 PCIe/NVMe
  • 5.2.3 SAS
• 5.3 By Technology (NAND Type)
  • 5.3.1 SLC
  • 5.3.2 MLC
  • 5.3.3 TLC
  • 5.3.4 QLC
  • 5.3.5 Other NAND Types
• 5.4 By Capacity
  • 5.4.1 Up to 500 GB
  • 5.4.2 500 GB - 1 TB
  • 5.4.3 1 TB - 2 TB
  • 5.4.4 Above 2 TB
• 5.5 By End-user/Application
  • 5.5.1 Client Electronics (Laptops, Desktops)
  • 5.5.2 Enterprise/Data-Center Servers
  • 5.5.3 Industrial and Embedded Systems
  • 5.5.4 Automotive
  • 5.5.5 Other End-user/Application
• 5.6 By Sales Channel
  • 5.6.1 Direct/OEM
  • 5.6.2 Distribution and Resellers
  • 5.6.3 Online Retail
• 5.7 By Geography
  • 5.7.1 North America
    • 5.7.1.1 United States
    • 5.7.1.2 Canada
    • 5.7.1.3 Mexico
  • 5.7.2 South America
    • 5.7.2.1 Brazil
    • 5.7.2.2 Argentina
    • 5.7.2.3 Rest of South America
  • 5.7.3 Europe
    • 5.7.3.1 Germany
    • 5.7.3.2 United Kingdom
    • 5.7.3.3 France
    • 5.7.3.4 Italy
    • 5.7.3.5 Spain
    • 5.7.3.6 Russia
    • 5.7.3.7 Rest of Europe
  • 5.7.4 Asia Pacific
    • 5.7.4.1 China
    • 5.7.4.2 Japan
    • 5.7.4.3 South Korea
    • 5.7.4.4 India
    • 5.7.4.5 Australia
    • 5.7.4.6 New Zealand
    • 5.7.4.7 Rest of Asia Pacific
  • 5.7.5 Middle East
    • 5.7.5.1 United Arab Emirates
    • 5.7.5.2 Saudi Arabia
    • 5.7.5.3 Turkey
    • 5.7.5.4 Rest of Middle East
  • 5.7.6 Africa
    • 5.7.6.1 South Africa
    • 5.7.6.2 Nigeria
    • 5.7.6.3 Kenya
    • 5.7.6.4 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles
  • 6.4.1 Samsung Electronics Co., Ltd.
  • 6.4.2 Western Digital Corporation
  • 6.4.3 Kioxia Holdings Corporation
  • 6.4.4 SK hynix Inc. (incl. Solidigm)
  • 6.4.5 Micron Technology, Inc.
  • 6.4.6 Seagate Technology Holdings plc
  • 6.4.7 Kingston Technology Corporation
  • 6.4.8 ADATA Technology Co., Ltd.
  • 6.4.9 Transcend Information, Inc.
  • 6.4.10 Corsair Memory, Inc.
  • 6.4.11 Sabrent
  • 6.4.12 Silicon Motion Technology Corp.
  • 6.4.13 Phison Electronics Corporation
  • 6.4.14 Intel Corporation (Optane)
  • 6.4.15 Marvell Technology, Inc.
  • 6.4.16 Patriot Memory
  • 6.4.17 Team Group Inc.
  • 6.4.18 Mushkin Enhanced MFG
  • 6.4.19 Microsemi (Microchip Technology)
  • 6.4.20 Violin Systems LLC

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment