WW SSD Shipments Up 24% Q/Q to 93 Million in 3Q23

Analysts from Trendfocus, Inc. published on November 10, 2023 a report, NAND/SSD Information Service 3CQ23 Quarterly Update – Executive Summary.

Strong Client SSD Shipments Help Lift SSD Units and Exabytes in 3CQ23
Enterprise SAS and PCle strengthen in the quarter, helping to lift enterprise SSD market by double digits in both units and exabytes

• Overall unit shipments increased 24% Q/Q to 93.06 million, with capacity also growing 21% to 77.69EB.
• Client module units grew significantly, up 27% in units and 26% in exabytes as PC OEMs posted strong buys for the second quarter in a row.
• Enterprise PCle units jumped 34% Q/Q to 3.77 million units, while capacity shipments grew 23% in the same timeframe.
• SAS SSDs also grew Q/Q to 0.702 million units and 2.58EB, up 26% and 13%, respectively, rebounding after a decrease in the previous quarter.
• After a very strong 2CQ23, enterprise SATA SSDs fell slightly in units by 5% to 3.34 million units, while capacity shipped held flat at 4.123EB.
• Total NAND bit shipments increased a modest 6% from the prior quarter to 205.35EB, fueled by solid growth inclient SSDs.

3CQ23 SSD Market Share, by Supplier, Units in Million, Exabytes

Total SSD Market: 93.057 Million Units

Total SSD Market: 77.690EB

* Preliminary results – values may change