Hubei Ruiyuan Electronic Co.,Ltd.
China's Enterprise SSD Market Rebounds with Rapid Growth
Release time：
2025-05-30
Recently, IDC released its latest China Semiannual Enterprise SSD Market Tracker, 2H 2024 report.According to IDC, China's enterprise SSD market recovered in 2024, reaching $6.25 billion, up 187.9% year-over-year.IDC projects China's enterprise SSD market to reach $9.1 billion by 2029.
Market Overview
From a market trend perspective, 2023 proved highly challenging for the enterprise SSD sector, with significant pressure on both demand and supply. However, 2024 has seen notable recovery and structural growth.After a year of production adjustments by major NAND suppliers, coupled with rising storage demand from AI-driven computing and enterprise server vendors, the supply-demand balance shifted in 2024, driving sustained price increases for enterprise SSD modules.On the technical front, widespread adoption of 3D NAND technology as the mainstream solution, coupled with the launch of high-capacity SSDs, has significantly enhanced storage performance and density—creating essential conditions for enterprise SSD deployment at scale.
From a vendor revenue perspective, Solidigm and Samsung dominate China's enterprise SSD market as global leaders with the largest market shares.Samsung maintains its global leadership through full-stack technological capabilities and premium products, yet faces localization substitution and cost pressures in the Chinese market.Solidigm has rapidly emerged by focusing on AI-optimized storage and high-capacity products, leveraging the SK Hynix ecosystem.Meanwhile, policy-driven localization initiatives are accelerating, as domestic storage players narrow the gap with global brands through innovations in high-capacity products, controller chips, and localized supply chains/services - achieving significant market share gains.
From a procurement perspective, cloud and internet companies continue to increase AI capital expenditures. The evolution of digital infrastructure, proliferation of cloud-centric architectures, and growing data-intensive workloads like AI are further accelerating enterprise demand for solid-state storage.In the server market, traditional IT departments and cloud service providers account for the largest share of enterprise SSD demand.Additionally, telecom operators and government/enterprise sectors demonstrate strong demand absorption. Domestic module manufacturers have achieved notable penetration in these segments with policy support, while significant room remains for local substitution in cloud and internet markets.
Citation: China Electronic Components Association.
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