In 8 years, SSDs have been used in consumer PCs for eight years. In these eight years, users have become familiar with SSDs, and from acceptance to discernment, they have clearly felt that the SSD market has entered a new consumption upgrade.
In the first quarter of 2018, SSD competition was relatively fierce. With the increase of 64-tier 3D NAND production capacity of major flash memory manufacturers, the tight market conditions that have been plagued in the past two years have improved significantly. The price of 120GB-240GB SSDs has gradually increased. Back to two years ago. Due to price stimulus, buyers of solid-state drives increased significantly. It is expected that market demand will continue to rise in April, and solid-state drive prices will rise slightly.
3D NAND technology has matured
The technological innovation has brought about continuous conversion of the process. Solid state drives from SLC to MLC to now TLC, to 3D NAND, each change will drive the SSD market to a big step forward. 3D NAND TLC particle technology makes SSD capacity continuous Increasing, users will no longer be surprised that SSDs can have such a large capacity. At present, Samsung, Toshiba, and Micron have all mass-produced 64-layer 3D NAND. It is expected that in 2018, 72-layer and 128-layer NAND will gradually become popular.
M.2 interface will unify all SSD interfaces
M.2 SSDs have the characteristics of small size and high speed. Although they started late, they are deeply loved by consumers. Currently, the price of SATA M.2 SSDs is basically the same as that of SATA interface SSDs, and the price of NVMe M.2 SSDs is slightly higher. It is expected that the cost of NVMe SSDs will continue to decrease in the third quarter of 2018, and the M.2 interface will unify all SSD interfaces.
Memory prices continue to remain high
In 2018, there was little change in the price range of the memory. Some Chinese people expect domestic memory to break the monopoly of foreign technology and the price of memory will plummet. However, Ziguang Group's current memory capacity is small and its market size is also small. It cannot compete with Samsung, Micron, Hynix, etc. Factory counterbalance, short-term memory prices will continue to remain high.
It should be noted that with the launch of major giant M.2 SSDs and the introduction of more complete NVMe masters by other leading manufacturers such as Hui Rong Group, it is foreseen that more SSD manufacturers will follow. The giant's pace is to introduce high-performance solid-state drives with NVMe protocol. As for SATA interface solid-state drives, the market share will continue to diminish, and the market share will eventually be used by the NVMe PCIe interface or the AHCI-based M.2 interface. replace.
In terms of prices, the high yield rate brought by the new process further reduces the manufacturing cost of flash memory chips. It is foreseeable that the SSD market will usher in a new round of price changes in 2018 to ease the current rising price of the storage industry.
