近线SSD的崛起:硬碟缺口加速人工智慧资料中心的重塑

p>人工智慧的快速发展正在改变资料中心储存格局。由于新的技术难题，硬碟面临高昂的成本和漫长的交付週期，造成了巨大的供应缺口。这为QLC近线固态硬碟带来了巨大的机会。 NAND快闪记忆体供应商正在加速向先进製程转型，以在人工智慧驱动的高容量储存市场中占优势，并将近线固态硬碟定位为未来的主流。

主要的焦点

• 人工智慧的快速发展正在从根本上重塑资料中心储存架构。
• 由于新型HAMR技术的投资和生产瓶颈，硬碟面临高昂的成本和漫长的交付週期。
• 硬碟供应的限制为传统上成本劣势的QLC近线固态硬碟创造了巨大的市场机会。
• NAND快闪记忆体供应商正加速向更高製程节点过渡，以生产高容量近线固态硬碟(Nearline SSD)。
• 近线固态硬碟具有卓越的效能、低功耗和良好的整体拥有成本(TCO)，成本曲线预计将持续下降。
• 人工智慧(AI)将逐渐取代机械硬碟(HDD)，使近线固态硬碟成为人工智慧时代的主流储存解决方案。

本报告分析了全球资料中心储存市场，并提供了各类储存产品的展望以及近线固态硬碟和企业级固态硬碟的销售预测等资讯。

目录

第一章：近线 SSD 需求促使 NAND 快闪记忆体供应商转型更先进的工艺，以抓住 AI 储存机会

• HDD 和 SSD 的交货週期、价格和主流容量

第二章：在 AI 储存产品激烈竞争中，HDD 与 SSD 的价格竞争将加剧

• 近线 SSD 与企业级 SSD 销售预测

第三章：由于替代变革，SSD 将成为 AI 时代的主流储存解决方案

AI's surge is transforming data center storage. HDD faces high costs and long lead times due to new tech hurdles, creating a significant supply gap. This opens a key opportunity for QLC Nearline SSDs. NAND suppliers are accelerating advanced process transitions to dominate the AI-driven high-capacity storage market, positioning Nearline SSDs as the future mainstream.

Key Highlights:

• The explosion of AI is fundamentally reshaping data center storage architecture.
• HDDs encounter high costs and extended lead times due to new HAMR technology's investment and production bottlenecks.
• This HDD supply constraint presents a critical market opening for QLC Nearline SSDs, previously at a cost disadvantage.
• NAND Flash suppliers are rapidly accelerating their transition to higher process nodes to produce large-capacity Nearline SSDs.
• Nearline SSDs offer superior performance, lower power consumption, and better Total Cost of Ownership (TCO), with their cost curve expected to decline further.
• Driven by AI, Nearline SSDs are projected to increasingly replace HDDs, becoming the mainstream storage solution for the AI era.

Table of Contents

1. Demand for Nearline SSDs Propel NAND Flash Suppliers to Migrate to More Advanced Processes so as to Capture Opportunities in AI Storage Market

• Lead Times/Prices/Mainstream Capacities of HDD & SSD

2. Price Competitions between HDD and SSD to Intensity in the Future amidst Slugfest of AI Storage Products

• Projection on Sales Bit of Nearline SSD and Enterprise SSD

3. SSD to Become Mainstream Storage Solution amidst AI Era as Effect of Replacement Ferments