人工智慧熱潮正推動儲存產業轉型：2026 年展望

人工智慧 (AI) 正以前所未有的速度在全球傳播。從訓練大規模語言模型 (LLM) 到驅動無所不在的生成式 AI 應用，資料是這場技術革命的命脈。 AI 產生的大量資料流正為全球資料中心基礎架構帶來巨大壓力，尤其是在儲存領域，一場悄悄發生的變革正在醞釀中。

範例預覽

傳統上，近線硬碟 (HDD) 一直是大規模資料儲存的基礎。然而，它們目前正面臨前所未有的供應危機。 同時，固態硬碟（SSD），尤其是高容量QLC固態硬碟，雖然傳統上性能卓越但價格昂貴，如今正受到越來越多的關注。

這次硬碟短缺引發的連鎖反應不僅是供應鏈問題；它更是加速儲存市場規則變革的催化劑，預示著未來幾年QLC固態硬碟將迎來爆發式成長。本報告深入探討了這一趨勢的背景、挑戰和未來發展方向。

主要亮點：

• 人工智慧的快速發展正在產生大量數據，給數據中心儲存基礎設施帶來巨大壓力。
• 傳統主流硬碟正面臨嚴峻的供應挑戰。
• 高容量QLC固態硬碟作為高效能替代方案，正受到越來越多的關注。
• 硬碟短缺正在加速市場規則的變革，為固態硬碟的未來擴張奠定基礎。

目錄

第一章：硬碟供應鏈危機推動固態硬碟訂單激增

第二章：近線硬碟短缺將推動QLC固態硬碟出貨量在2026年之前激增

第三章：硬碟容量限制：技術與供應鏈瓶頸

第四章：以QLC固態硬碟取代硬碟的成本與容量挑戰

第五章：定價賽局：買方門檻與供應商策略

第六章：持續優化QLC固態硬碟成本，以增強其相對於硬碟的優勢

第七章：人工智慧生態系統中多樣化的NAND部署將推動未來需求成長

第八章：TRI的觀點

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