人工智慧热潮正推动储存产业转型：2026 年展望

人工智慧 (AI) 正以前所未有的速度在全球传播。从训练大规模语言模型 (LLM) 到驱动无所不在的生成式 AI 应用，资料是这场技术革命的命脉。 AI 产生的大量资料流正为全球资料中心基础架构带来巨大压力，尤其是在储存领域，一场悄悄发生的变革正在酝酿中。

范例预览

传统上，近线硬碟 (HDD) 一直是大规模资料储存的基础。然而，它们目前正面临前所未有的供应危机。 同时，固态硬碟（SSD），尤其是高容量QLC固态硬碟，虽然传统上性能卓越但价格昂贵，如今正受到越来越多的关注。

这次硬碟短缺引发的连锁反应不仅是供应链问题；它更是加速储存市场规则变革的催化剂，预示着未来几年QLC固态硬碟将迎来爆发式成长。本报告深入探讨了这一趋势的背景、挑战和未来发展方向。

主要亮点：

• 人工智慧的快速发展正在产生大量数据，给数据中心储存基础设施带来巨大压力。
• 传统主流硬碟正面临严峻的供应挑战。
• 高容量QLC固态硬碟作为高效能替代方案，正受到越来越多的关注。
• 硬碟短缺正在加速市场规则的变革，为固态硬碟的未来扩张奠定基础。

目录

第一章：硬碟供应链危机推动固态硬碟订单激增

第二章：近线硬碟短缺将推动QLC固态硬碟出货量在2026年之前激增

第三章：硬碟容量限制：技术与供应链瓶颈

第四章：以QLC固态硬碟取代硬碟的成本与容量挑战

第五章：定价赛局：买方门槛与供应商策略

第六章：持续优化QLC固态硬碟成本，以增强其相对于硬碟的优势

第七章：人工智慧生态系统中多样化的NAND部署将推动未来需求成长

第八章：TRI的观点

AI is sweeping across the world at an unprecedented pace. From training LLMs to powering ubiquitous generative AI applications, data has become the lifeblood of this technological revolution. The massive wave of data generated by AI is putting immense pressure on global data center infrastructure, especially in the storage domain, where a profound transformation is quietly taking place.

Sample preview

Traditionally, nearline HDDs have been the backbone of large-scale data storage. However, they are now facing an unprecedented supply crisis. At the same time, SSDs, long regarded as high-performance yet high-cost solutions, particularly high-capacity QLC SSDs, are being thrust into the spotlight.

This chain reaction, triggered by HDD shortages, is not merely a supply chain issue, it is a catalyst accelerating the rewriting of the storage market's rules and signaling explosive growth for QLC SSDs in the coming years. This report delves into the causes, challenges, and future dynamics of this trend.

Key Highlights:

• Rapid AI growth generates enormous data, stressing data center storage infrastructure.
• Traditionally dominant HDDs now encounter severe supply challenges.
• High-capacity QLC SSDs are gaining attention as high-performance alternatives.
• HDD shortages act as a catalyst, accelerating market rule changes and supporting future SSD expansion.

Table of Contents

1. HDD Supply Chain Crisis Drives a Surge in SSD Orders

2. Nearline HDD Shortages to Drive a Surge in QLC SSD Shipments by 2026

3. HDD Capacity Constraints: The Technical and Supply Chain Bottlenecks

4. Cost and Capacity Challenges in Replacing HDDs with QLC SSDs

• Table 1: Comparison of SSD and HHD: Price, Maximum Capacity, and Lead Time

5. The Pricing Game: Buyers' Threshold vs. Suppliers' Strategy

6. Continued Optimization of QLC SSD Costs to Strengthen its Edge over HDDs

• Table 2: 2024-2028 Enterprise SSD Bit Demand Growth and NAND Market Share

7. Diversified NAND Deployment in the AI Ecosystem to Drive Future Demand Growth

8. TRI's View