Outook on China s Solid State Drive Market 中国固态硬盘市场的前景 Report No. FI-CHN-SSD-0917
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Contents Outlook on China s SSD Market CONTENTS...III LIST OF FIGURES... VIII LIST OF TABLES... X EXECUTIVE SUMMARY... 1 CHINA MEMORY INDUSTRY... 2 China Semiconductor Memory Supply Chain... 2 China Memory Manufacturing... 3 Memory Suppliers... 4... 4.... 4... 5... 5... 6... 6... 6... 6... 7... 7... 7... 7 CHINA SSD MARKET... 10 Channel SSDs... 15 Datacenter & Enterprise SSD... 20 Cloud Services... 21 Content Delivery... 21 Search... 22 ecommerce... 22 Social Networking/Social Media... 22 Gaming... 22... 24... 24... 25... 25 Forward Insights iii
... 25... 25... 26... 26... 26... 27... 27... 27... 27... 27... 28... 28... 29... 29... 30... 30... 30... 30.... 31... 31... 31... 32... 32... 32... 33... 33 Enterprise OEMs & ODMs... 34... 34... 34... 34... 34... 35 Forward Insights iv
... 35... 35... 36 Enterprise SSD Market... 36 CHINA SSD SUPPLY CHAIN... 50 SSD Suppliers... 50... 52... 52... 52... 53... 53... 53... 54... 55... 55... 55... 56... 56... 57... 57... 58... 58... 58.... 59... 59... 59... 60... 60... 60... 61... 61... 62 Forward Insights v
... 62.... 62... 63... 63... 63 Controller Suppliers... 63... 64... 64... 65... 66.... 66... 66... 67... 67... 68.... 68... 68... 69... 69.... 70... 70... 71... 71... 71... 72 Merchant SSD Controller Roadmap... 72 China OEMs... 75... 79... 79... 79... 80... 80 Forward Insights vi
... 80... 80... 81... 81 APPENDIX... 82 China Semiconductor Industry... 82 REFERENCES... 87 ABOUT THE AUTHORS... 89 ABOUT FORWARD INSIGHTS... 90 Services... 90 Contact... 90 Forward Insights vii
About the Authors Gregory Wong is the Founder and Principal Analyst of Forward Insights. Greg has in-depth knowledge of the cost, performance and markets and applications of multi-bit per cell NOR, NROM and NAND flash memories, emerging memories and solid state drives. Greg previously held a number of management positions in strategic planning, business development and engineering at Hitachi, Siemens, ProMOS and Qimonda/Infineon. At Infineon/Qimonda, Greg was responsible for driving manufacturing efficiencies and investment planning for a DRAM fab in Taiwan. Subsequently, he became responsible for competitive intelligence and reverse engineering for flash memories focusing on flash memory vendors strategies, process technologies, design architectures, product performance, manufacturing capabilities and costs. Greg has authored/co-authored numerous market and technology reports on NAND flash memories, 3D NAND, phase change memory (PCM), MRAM, emerging memory technologies and solid state storage. He was also a contributor to Inside NAND Flash Memories and Inside Solid State Drives. Greg earned his B.A.Sc. degree in Electrical Engineering from the University of Toronto, and his M.B.A. degree from the Richard Ivey School of Business in London, Ontario. Forward Insights 89
About Forward Insights Forward Insights provides independent, insightful market research, consulting and information services focusing on semiconductor memories and solid state storage. The company offers unparalleled depth and understanding of the strategic, market and technical complexities of the semiconductor memory landscape. Services Forward Insights offers a unique and comprehensive strategic, financial, market and technical perspective on the semiconductor memory industry. The professional services offered include: Strategy Consulting Financial & Cost Analysis Market Forecasts Technology Analysis Competitive Analysis Surveys Training Custom projects Contact 12 Appian Dr. North York, Ontario Canada M2J 2P6 Tel.: +1-408-565-8207 E-mail: greg@forward-insights.com Forward Thinking. www.forward-insights.com Forward Insights 90
Market and Technical Intelligence for Semiconductor Memories, Emerging Memory Technologies and Solid State Storage www.forward-insights.com Forward Insights 91