近線SSD的崛起:硬碟缺口加速人工智慧資料中心的重塑

p>人工智慧的快速發展正在改變資料中心儲存格局。由於新的技術難題，硬碟面臨高昂的成本和漫長的交付週期，造成了巨大的供應缺口。這為QLC近線固態硬碟帶來了巨大的機會。 NAND快閃記憶體供應商正在加速向先進製程轉型，以在人工智慧驅動的高容量儲存市場中佔優勢，並將近線固態硬碟定位為未來的主流。

主要的焦點

• 人工智慧的快速發展正在從根本上重塑資料中心儲存架構。
• 由於新型HAMR技術的投資和生產瓶頸，硬碟面臨高昂的成本和漫長的交付週期。
• 硬碟供應的限制為傳統上成本劣勢的QLC近線固態硬碟創造了巨大的市場機會。
• NAND快閃記憶體供應商正加速向更高製程節點過渡，以生產高容量近線固態硬碟(Nearline SSD)。
• 近線固態硬碟具有卓越的效能、低功耗和良好的整體擁有成本(TCO)，成本曲線預計將持續下降。
• 人工智慧(AI)將逐漸取代機械硬碟(HDD)，使近線固態硬碟成為人工智慧時代的主流儲存解決方案。

本報告分析了全球資料中心儲存市場，並提供了各類儲存產品的展望以及近線固態硬碟和企業級固態硬碟的銷售預測等資訊。

目錄

第一章：近線 SSD 需求促使 NAND 快閃記憶體供應商轉型更先進的工藝，以抓住 AI 儲存機會

• HDD 和 SSD 的交貨週期、價格和主流容量

第二章：在 AI 儲存產品激烈競爭中，HDD 與 SSD 的價格競爭將加劇

• 近線 SSD 與企業級 SSD 銷售預測

第三章：由於替代變革，SSD 將成為 AI 時代的主流儲存解決方案

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