Samsung Electronics maintained its top position in the enterprise solid-state drive (eSSD) market in the second quarter of this year. SK hynix, the second-ranked company in the market, recorded a significant increase in sales during the same period, narrowing the market share gap with Samsung Electronics.
According to market research firm TrendForce on the 9th, the total sales of the top five companies in the eSSD market in the second quarter of this year reached $5.1086 billion, marking a 12.7% increase compared to the previous quarter. This is attributed to the expanded sales of NVIDIA's new artificial intelligence (AI) accelerator 'Blackwell' and the increased server builds by North American cloud service corporations.
In the second quarter of this year, SK hynix (including Solidigm) saw a significant rise in its sales. The sales of SK hynix's eSSD in the second quarter amounted to $1.461 billion, which is a 47.1% increase compared to the previous quarter. During the same period, the market share rose from 20.8% to 26.7%, an increase of 5.9 percentage points. TrendForce noted that this was due to a surge in demand for large-capacity eSSDs and a doubling of order volumes from major cloud service corporations in North America.
Samsung Electronics' eSSD sales in the second quarter amounted to $1.899 billion, a 0.5% increase compared to the previous quarter. Although it maintained the top market position, its market share fell from 39.6% to 34.6%, a decrease of 5 percentage points. The market share gap between Samsung Electronics and SK hynix narrowed from 18.8 percentage points in the first quarter to 7.9 percentage points in the second quarter. Micron's eSSD sales in the second quarter reached $784.6 million, while Kioxia's was $753 million, and SanDisk's totaled $213 million.