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高容量SSD的登场:AI储存·解决方案和NAND快闪记忆体
市场调查报告书
商品编码
1815986

高容量SSD的登场:AI储存·解决方案和NAND快闪记忆体

High-Capacity SSDs Emerge: AI Storage Solutions & NAND Flash
出版日期: | 出版商: TrendForce | 英文 6 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

AI推理的快速成长推动了对大容量储存的需求。 HDD短缺正促使云端服务供应商(CSP)转向近线SSD。 NAND快闪记忆体供应商正在加速QLC的验证和扩展。 SSD将广泛应用于AI领域，进而推动企业级SSD的需求。 NAND快闪记忆体将扩展到AI训练领域，使其技术更加多样化。供应链面临瓶颈，亟需扩展与创新。

主要亮点

  • AI推理服务需求激增：随着AI应用的日益普及，对大容量储存的需求，尤其是AI推理服务的需求正在增长。
  • HDD供应链课题：传统HDD产能无法满足需求，导致供应缺口不断扩大。
  • 近线 SSD 作为解决方案：CSP 正在转向 NAND 快闪记忆体，并采用专为 AI 推理设计的近线 SSD。
  • 加速 QLC 技术的采用：NAND 快闪记忆体供应商正在加速 QLC 技术的验证和扩展，利用其低成本优势来满足高容量需求。
  • 未来趋势：更高容量、更低成本的 SSD 将广泛应用于 AI 存储，从而推动企业级 SSD 的需求。
  • NAND 快闪记忆体应用多样化：除了推理之外，NAND 快闪记忆体正在扩展到 AI 训练应用，从而促使各种技术阵营的出现。
  • 供应链瓶颈：NAND 快闪记忆体供应面临产能限制，需要扩张并持续进行技术创新。
  • 市场机会与课题：企业级 SSD 供应紧张对 NAND 快闪记忆体供应商来说既是机会也是课题。

目录

第一章：AI推理服务兴起，大容量储存产品结构性变化

第二章：HDD 供应短缺加剧，近线 SSD 需求激增

  • 企业级 SSD 价格预测
  • HDD 和 SSD 交货週期/价格/主容量

第三章：大容量近线 SSD 的采用，成本与效能的进一步改善

  • 企业级 SSD 在 NAND 快闪记忆体需求中的占比

第四章：多样化的 NAND 快闪记忆体应用：平行训练与推理

第五章：供应链课题与展望

  • NAND快闪记忆体产业整体资本支出
简介目录
Product Code: TRi-0089

TrendForce notes surging AI inference drives high-capacity storage demand. HDD shortage pushes CSPs to Nearline SSDs. NAND Flash vendors accelerate QLC validation & expansion. Future sees wider SSD adoption in AI, boosting enterprise SSD demand. NAND Flash expands to AI training, diversifying tech. Supply chain faces bottlenecks, requiring expansion & innovation.

Key Highlights:

  • Exploding Demand for AI Inference Services: The increasing popularity of AI applications is driving demand for high-capacity storage, particularly for AI inference services.
  • HDD Supply Chain Challenges: Traditional HDD production capacity cannot meet the demand, resulting in a significant supply gap.
  • Nearline SSDs as a Solution: CSP operators are turning to NAND Flash, adopting Nearline SSDs designed specifically for AI inference.
  • Accelerated Adoption of QLC Technology: NAND Flash suppliers are accelerating the verification and expansion of QLC, leveraging its low-cost advantages to meet high-capacity needs.
  • Future Trends: Higher-capacity, lower-cost SSDs will be widely used in AI storage, driving growth in enterprise SSD demand.
  • Diversification of NAND Flash Applications: In addition to inference, NAND Flash is also expanding into AI training applications, with different technology camps emerging.
  • Supply Chain Bottlenecks: NAND Flash supply faces capacity constraints, requiring expansion and continuous technological innovation.
  • Market Opportunities and Challenges: Tight enterprise SSD supply presents both opportunities and challenges for NAND Flash suppliers.

Table of Contents

1. Large-Capacity Storage Products Seen with Structural Changes amidst Emergence of AI Inference Services

2. Demand for Nearline SSD Surges as HDD Enlarges in Supply Void

  • Enterprise SSD Price Projection
  • Lead Times/Prices/Mainstream Capacities of HDD & SSD

3. Introduction of High-Capacity Nearline SSDs Reflects Further Improvements in Cost and Performance

  • Proportion of Enterprise SSDs in NAND Flash Demand Bits

4. Diversified NAND Flash Applications: Parallel Training and Inference

5. Challenges and Outlook for Supply Chain

  • NAND Flash Industry's Overall Capital Expenditure