2021년3분기에 기업용 SSD 가격 10% 이상 인상
2021.06.03
Enterprise SSD Prices Projected to Increase by More Than 10% QoQ in 3Q21 Due to Growing Procurement Capacity, Says TrendForce
2021년3분기 기업용 SSD 가격은 2분기대비 10%이상 상승할 것으로 트렌드포스는 예상했다.
Enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21, according to TrendForce’s latest investigations.
서버 출하량 증가로 기업용 SSD 확보 노력이 증가하고 있다.
In particular, the share of 8TB products in shipments of SSDs to data centers has shown the most noticeable growth, which is expected to persist through 3Q21. However, certain SSD components and parts may be in shortage due to insufficient foundry capacity. TrendForce is therefore revising the QoQ hikes in contract prices of enterprise SSDs for 3Q21 to 10-15% from the previous projection of 5-10%.
데이터센터용 SSD 중에서 8TB SSD 증가가 가장 두드러지며 이는 3분기까지 계속될 것이다.
TrendForce further indicates that the high demand for enterprise SSDs in 3Q21 is attributed to several factors.
First, North American cloud service providers (hyperscalers) have pretty much completed their inventory adjustments and now continue to expand their storage capacity.
트렌드포스는 2021년3분기에 기업용 SSD 수요가 놀아지는 이유로 몇가지 요소를 지적했다.
첫째 북미 하이퍼스케이러 클라우드 서비스업체들의 재고 조정이 끝나가고 있어서, 신규로 재고를 축적하고 있다.
Second, the flow of incoming orders to traditional server brands is getting stronger over the quarters as government agencies and SMBs increase their budgets for IT infrastructure.
둘째, 전통 서버업체들에 정부의 IT인프라 건설 수요가 증가하고 있다.
Third, Intel and AMD are ramping up production for server CPUs based on their respective new processor platforms. Following the adoption of new CPUs, the overall demand for enterprise SSDs has also shifted to higher-density products because clients want to upgrade their computing power and storage capacity. Specifically, demand is mainly trending toward 4/8TB SSDs since raising NAND Flash density can lower the cost of SSD deployment.
셋째로 인텔과 AMD의 신규 서버 CPU 발매로 고객들의 서버 교체 수요와 이에따른 고용량 SSD수요가 발생.
특히 4/8TB SSD 수요가 보편적이다.
Supply leader Samsung will likely gain control over enterprise SSD pricing in the market
Regarding the supply end, Samsung has a higher flexibility in supplying SSDs compared to the other suppliers because it has a higher share of in-house components for its storage products. Therefore, in view of the possible shortage in certain SSD components, Samsung will likely be able to further expand its market share for enterprise SSDs. Furthermore, Samsung’s products are expected to account for more than 50% of enterprise SSDs (in terms of bits) shipped to data centers in North America in 3Q21. This dominance will likely further Samsung’s ability to dictate market prices going forward.
삼성은 다른 SSD 생산업체와 차별되는 공급 유연성을 가지고 있다. 왜냐하면 삼성은 자체적으로 SSD 부품을
생산하기 때문이다. 그러므로 SSD 관련 부품 부족할때 기업용 SSD 시장에서 삼성은 점유율을 높일수가 있다.
3분기 북미 데이터센터 시장에서 삼성의 기업용 SSD 점유율은 50%이상에 달할 것으로 예상된다.
이런 점유율로 삼성은 가격 인상을 할수있다.
Intel, on the other hand, has been constrained in its ability to manufacture enterprise SSDs due to a shortage of PMICs. In addition, Intel has mostly been fulfilling orders for QLC products. As a result, Intel’s market share may potentially decrease in the TLC-dominant enterprise SSD sector.
반면에 인텔을 전력관리 반도체 부족으로 SSD 생산에 제약이 있는데다가, QLC 낸드 생산이 주종이므로
TLC 낸드가 지배하는 기업용 SSD 시장에서 점유율이 낮아지고 있다.
Regarding other suppliers including Kioxia and SK Hynix, although they have been able to raise their market shares due to gradual adoption of their products by clients, they are unlikely to catch up to Samsung for the time being.
키옥시아와 하이닉스는 점유율을 높이고자 노력은 하지만 당분간 삼성을 따라잡기에는 힘들 것같다.
On the PC client SSD front, at the moment, demand for notebook computers has remained strong, while the supply of SSD controller IC is still relatively tight. TrendForce therefore forecasts a slight 3-8% QoQ increase in client SSD contract prices for 3Q21. Regardless, suppliers will not slow down their process migrations. Starting from 3Q21, 176L PC client SSDs will be available on the market, with a corresponding increase in supply bits in the upstream SSD supply chain.
PC용 SSD는 노트북 수요가 강하지만 컨트롤러는 부족한 상태이다.
3분기 소비자용 SSD 시장에서 계약 가격은 전분기대비 3~8% 상승할 것이다.
3분기부터 176단 소비자용 SSD가 출하될 것이다.
