According to foreign media PCWatch Impress, IHSMarkit has made a detailed analysis of the prospects of the HDD and SSD market. The market share of HDD has been negatively increased since 2017, while the market share of SSD shows a 50% increase in CAGR. The unit price of SSD is declining, and the transition from HDD to SSD is expected to progress very smoothly. In terms of quantity, while maintaining the current popular growth rate, SSD shipments will surpass HDD in 2020, in the next four years, SSD Sales will grow at an average annual rate of 20.7%, and demand for HDD drives will decrease by 7.3% per year.
In SSDs for notebook computers, storage capacity is gradually increasing to 512 GB, and notebook PCs with 1TB SSDs are expected to increase significantly by 2020. For enterprise-class SSDs, demand will change from 1 TB to 2 TB. 4 TB, the future storage capacity will not only exceed 4 TB, and with the emergence of QLC NAND SSD products, capacity will further increase.
NAND flash memory has developed four forms, from the initial SLC to MLC, TLC and the latest QLC technology. Currently, mainstream SSD products mainly use TLC technology. After years of development, TLC NAND reliability has been obtained. Improvement, storage capacity is greater than MLC, SLC, but unfortunately TLC can solve the SSD capacity bottleneck, but can not solve the problem of SSD price, large-capacity SSD is still expensive, so a new generation of "capacity, low cost QLC NAND.
According to IHSMarkit, the current SSD products are dominated by TLC NAND. Although the speed, life and stability of QLC are worse than TLC, the cheaper cost and greater capacity cannot be ignored. I believe QLC will be like TLC. Problems in speed and longevity may be resolved at any time. It is expected that QLC NAND loading products will increase rapidly by 2020.