SSD and memory have been reducing prices since last year. We can see that the price reduction trend has basically stopped so far. Due to the impact of trade friction, there is even news that flash memory manufacturers and channels have jointly increased prices. In short Memory and SSD prices are going to change in the second half of the year. So besides price performance, what else is worth paying attention to this year's storage products?
In addition to price, it also has new technologies
. According to the semi-annual ZDC data, it is basically consistent with Q1. Samsung is still far ahead in terms of solid-state drives, followed by Western Digital , followed by GALAXY , Kingston Mingxuan and other domestic brand SSDs, the SSD single products that users pay attention to also continue the style of brand attention. It is worth mentioning that Samsung’s 860QVO has begun to appear on the list, and Samsung 970 EVO PLUS NVMe M.2 has become the focus of users. The highest single-product SSD, this shows that users are gradually recognizing QLC flash memory products. Unlike 860EVO, which attracted the most attention among Q1 users, 970 EVO PLUS NVMe M.2, as Samsung’s latest NVMe M.2 SSD, does not need to have too much performance. Worry, such high attention is also due to its very affordable price. The 512GB version currently sells for only 779 yuan on JD.com, so it is not surprising that it tops the list. In terms of capacity, users are still mainly focused on 250GB. However, compared with Q1, the 512GB capacity has increased significantly, and 128GB has disappeared from the list, which is enough to show that the price reduction still has a certain promotional effect on consumers' purchase.
memory has not changed that much from Q1. Corsair , Kefu, and Kingston are still firmly in the first echelon. The second half of the TOP10 is composed of brands such as Maxxuan, Kintek, Elite , etc., and in the user focus The single product aspect is consistent with the brand's attention, and the single product capacity is still mainly 8GB.
Increased attention to large-capacity SSDs
In terms of the capacity of SSDs that users are concerned about, 250GB is still the main product, but compared with Q1, the attention to 512GB large-capacity SSDs has begun to increase significantly. Among the top 10 products that consumers pay attention to, there are five SSDs with a capacity of more than 500GB, and there are no small-capacity products such as Q1's 120GB on the list. It is worth noting that SSDs using QLC flash memory, such as Samsung's 860QVO and Yingruida's P1, etc. Also started to make the list.
2019 half-year top 10 products in China’s solid-state drive market user attention
Through the TOP10 list of single-product SSDs that consumers pay attention to, we can see that in addition to Samsung’s latest NVMe M.2 solid-state drive, Western Digital’s two NVMe SSDs are also on the list. As the famous Western Digital flagship SSD, the performance of BLACK_SN750 can be described as brutal. It has also launched a customized version with a heat dissipation patch specifically for enthusiasts, so it is natural that it has such high performance, and the first NVMe The blue disk is also ranked in the TOP10, which also reflects the strong brand appeal of Western Digital.
GALAX HOF M.2, Yingruida P1, Kingston A400 and other products are also on the list due to their excellent product strength and affordable product pricing.
The rise of two heroes and fierce competition in the second tier
Distribution of user attention to brands in China’s SSD market in the 2019 half year
We can see from ZDC data that the distribution of brand attention proportions in the 2019 half year is relatively stable overall compared with Q1, and the only big change is in the west The data ranged from 9% in Q1 to 19% in the first half of the year. The proportion of attention of other brands has basically remained unchanged. I think this is inseparable from Western Digital’s continuous progress in the NVMe M.2 SSD field this year. It makes products with heart. Naturally, it will get the attention of consumers.
Needless to say, Samsung has always been at the top of the SSD market. In the first half of this year, it also released products such as the new T5, so the brand's attention has continued to reach about 40% of the market share in the first quarter. Second-tier brands such as GALAXY, Yingruida, Kingston, ADATA , etc., although not as loud as Samsung and Western Digital, have always attracted considerable attention due to their continuous introduction of new products and reasonable product pricing. However, The proportion of attention among various brands has increased or decreased compared to Q1, which shows that competition among various brands is still quite fierce amid the tide of price cuts.
Memory capacity upgrade is not obvious
As in Q1 of 2019, American Corsair still tops the list of brand attention lists and user attention single products TOP10. Of course, this is inseparable from excellent products and it The highly religious brand sentiment gives CORSAIR a high level of awareness among consumers, so it is not surprising that it can occupy the top spot all year round.
2019 half-year top 10 products in China’s memory market
Corsair’s Dominator Platinum 32GB has become the memory with the most attention due to its strong product performance and workmanship and its 12 individually addressable light strips. , as a blockbuster product in the memory industry in the first half of the year, I expected that it would become the one that attracted the most attention from users. Kefu's BOLT No lack of attention.
Compared with Q1 of 2019, the top 10 products with user attention in the Chinese memory market in the first half of 2019 are still mainly 8GB, but there is no focus on Q1 4GB memory, but the memory capacity attention is still not as big as the solid state drive capacity attention.
The brand effect is obvious. Competition is still fierce.
Distribution of the proportion of brands that users pay attention to in China's memory market in the first half of 2019.
In the proportion of brands that consumers pay attention to last year, Kingston occupied more than 30% of the market share, and Corsair only accounted for 12.3%. However, in Q1 this year , Corsair's attention has reached more than 20%, because in Q1 it released its new flagship product, the Dominator Platinum RGB Set, and by the first half of 2019, Corsair's attention has risen to more than 35%, coupled with Corsair's unparalleled brand belief , it is not surprising that there is such a high level of attention.
What deserves our attention is Kefu. Compared with Q1, Kefu’s brand attention has increased significantly to 16.5%, ranking only behind Corsair. This also shows that Kefu’s approach of moisturizing things silently and focusing on making products. It has played a very obvious role. Memory products such as CRAS X and BOLT It has maintained its own market share, so compared with Q1, there are not many changes overall. The attention of other small brands has also dropped from 20% in Q1 to 10.1% today. This also shows that the price reduction of memory has further compressed the attention of small brands. Survival space, when price is no longer the focus of consumers, only by making good products with heart can you gain a foothold in the market.
We must mention PCI-e 4.0+QLC
At the Taipei Compute Show held in May this year, the release of AMD's 7nm processor and X570 series motherboards meant that PCIe 4.0 has officially become practical, with bandwidth starting from 8GT/s Doubled to an astonishing 16GT/s, coupled with QLC flash memory that can store four bits of information per unit, the SSD market seems promising.
CORSAIR MP600
We all know that the storage medium of solid-state drives is flash memory, and our common flash memory types mainly include SLC, MLC, TLC, and QLC. Each memory unit of QLC flash memory can store more than 4 bits of information. So we can see that the capacity of SSDs currently using QLC flash memory basically starts at TB. Samsung’s 860 QVO can even reach a maximum capacity of 4TB. In addition to Samsung, Micron is also making frequent moves in QLC flash memory. Micron is the earliest large-scale storage device besides Samsung. One of the manufacturers that mass-produces 3D QLC flash memory. According to its financial report data, Micron’s 3D QLC flash memory shipments for solid-state drives increased by 75% month-on-month last quarter, which is enough to show the market competitiveness of QLC flash memory. After all, Its price advantage is unmatched by TLC and MLC flash memory. After all, for us ordinary consumers, affordability is the last word on the basis of meeting the needs of use.
Our current PCIe 3.0 specification has a signal rate of 8GT/s, and the encoding method is 128b/130b mode, that is, for every 128 bits transmitted, 130 bits need to be sent.Then, each Lane of the PCIe 3.0 protocol supports a rate of 8 * 128 / 130 = 7.877 Gbps = 984.6 MB/s. For one PCIe 3.0 x16 channel, the available bandwidth of x16 is 7.877*16 = 126.031 Gbps = 15.754 GB/s. Bidirectional bandwidth is up to 31.5GB/s. PCIe 4.0 doubles this bandwidth. The larger the bandwidth, the more data can be transmitted instantly, which means that the new chip Lane 4 can reach 8 or even 16 lanes.
Let’s go back to SSD. Phison has released the industry’s first PCIe 4.0 SSD controller, PS5016-E16. This is the industry’s leading and only PCIe Gen4x4 NVMe SSD controller chip in the consumer application market. Phison PS5016-E16 controller chip is the highest The performance reaches 5GB/s, which is also the fastest speed that SSD can currently achieve.
Although we have not yet seen the emergence of QLC PCIe 4.0 SSD, as 5G begins to become popular and the Internet of Things era comes, the number of devices enabling data interconnection in home use scenarios will increase dramatically, and the demand for personal PC data processing centers will also increase. will gradually emerge, and the amount of data storage will inevitably increase further. At this time, the advantages of the large capacity of QLC flash solid-state drives will be further exerted, coupled with the endorsement of PCIe 4.0 technology, it will definitely bring great benefits to our use experience. change.
4D NAND is not far away.
SK Hynix launched the industry's first 128-layer 4D NAND Flash in June this year, and claimed that it has begun mass production with a capacity of 1Tb. This is also the world's first manufacturer to mass-produce 128-layer 4D NAND Flash. At present, flash memory manufacturers are mainly focusing on improving 96-layer 3D NAND. The 128-layer 4D NAND launched by SK Hynix is currently the highest vertical stacking height in the industry, with more than 360 billion NAND cells, and achieves 1400Mbps data transmission at 1.2V. speed, can provide high-performance and low-power mobile solutions and enterprise-level SSD solutions for the end market.
128-layer 4D NAND Flash
new technology compared to 96-layer TLC NAND flash memory, uses CTF and PUC technology and various optimization technologies to increase the output of each wafer by 40%.
SK Hynix said that by 2020, it will launch UFS 3.1 storage products based on the new 1Tb 3D TLC flash memory chip. It is expected to launch 2TB consumer SSD and 16TB and 32TB server SSD for data centers in the second half of 2020.
Jong Hoon Oh, head of global sales and marketing at SK hynix, said, “SK hynix has ensured the competitiveness of its NAND business with 128-layer 4D NAND. With this product’s highest stacking and capacity density in the industry, we will provide the product at the right time. Customers provide various solutions to allow consumers to buy larger-capacity solid-state drives. "
is really going to increase in price.
The price reduction trend of storage products has continued since 2018, and the tragic decline seems to be caused by various major reasons. The factory's NAND Flash business is all at a loss, but so far, price reductions seem to have stopped. There are also reports that flash memory manufacturers and channels have jointly increased prices.
The international situation this year is very unstable, which has had a great impact on the storage semiconductor industry. In addition, major flash memory manufacturers have reduced production capacity since last year, and various major storage manufacturers seem to be preparing to take corresponding actions. The current industry There is news within the chain that SK Hynix has raised prices for some NAND Flash products. In fact, starting from the previous Toshiba power outage, the price of flash memory cards has already shown a price increase trend at the end of June. There have been many since July. Manufacturers say that demand is starting to pick up, so the prices of memory and solid-state drives should be at a low point now and are unlikely to fall.
The much-anticipated domestic memory and solid-state drives
In fact, China currently has equal say in the storage semiconductor industry, but it has made significant progress. In the DRAM industry, with the steady advancement of DRAM projects by Hefei Changxin and other manufacturers, it will be beneficial to Breaking the monopoly will make the industry move towards a virtuous cycle. According to the forecast of the Korea Industrial Technology Promotion Agency, Korean semiconductors will lose US$6.7 billion in DRAM revenue in 5 years. In 2017, we have already seen some Ziguang DDR3 circulating on the market. Memory, in 2018 we saw that Ziguang’s flash memory and memory have begun to be officially commercially used in smart speakers. At this point, batch shipments began. In March this year, we also saw Ziguang’s mass-produced solid-state drives, which have begun to be sold in e-commerce. For platform shipments, the flash memory particles are 64-layer 3D NAND TLC particles, which is also the current mainstream level in the market. Unisplendour’s mass production has reached this level, and the starting point is not low. In addition to Unisplendour, domestic storage manufacturers such as Datang Storage currently have independent The ability to produce main control chips.
The current domestic development trend has taken shape. Whether it is policy support or support from capital and talents, it is quite good. This is giving domestic manufacturers an opportunity to accelerate their entry into the market. As pursuers, we can only maintain the best condition at all times and work hard. Only by moving forward can we obtain the latest technology. Only after darkness can there be light. For domestic storage semiconductors, this is just the beginning.
Research Methods and Related Legal Statements
. Attention Research Methods This report is mainly based on the "China Internet User Attention Analysis System" independently developed by ZDC. The system tracks the online behavior of netizens on the Zhongguancun Online website and other cooperative websites nested in the Zhongguancun Online website product library 24 hours a day, classifies netizens from different IPs, and integrates the clicks obtained by PC-related manufacturers and brands. , statistics of netizens’ attention to PCs.
attention: or attention ratio, which expresses the proportion of clicks on a certain type of information among similar information in the form of a percentage. A high degree of attention means that the information is more valued by consumers, and the degree of attention can be used as a powerful data support for analyzing historical situations and predicting future development.
. Market size research method ZDC makes full use of the advantages of Zhongguancun Online's own product library and its good resources in manufacturers, distributors, industries, etc., and obtains first-line information and second-hand research materials through direct and indirect surveys, and conducts market analysis by ZDC The staff evaluates and analyzes the relevant data information, and finally obtains a publishable ZDC research report.
• Direct information channel
Zhongguancun Online has 85 branches across the country, and investigators are stationed in various branches. Professional analysts and investigators maintain direct and close relationships with local manufacturers, dealers, and users, regularly conduct surveys and follow-up on the local market, and obtain first-hand data and information.
• Indirect information channel
Zhongguancun Online, which is based in China's ICT industry, has maintained close contact with relevant industry associations during its more than 10 years of establishment, and can regularly obtain a large amount of dynamic data and information on industry and market aspects from industry associations.
As Zhongguancun Online, which ranks among the top professional technology websites in China, it has established good cooperative relationships with many upstream manufacturers, manufacturers, and distributors. Manufacturers and distributors will also inform Zhongguancun Online of the latest information from time to time.
ZDC also obtains data and information from third parties to understand the status and development trends of the entire Chinese ICT market, and tracks information and information on relevant key enterprises or manufacturers in terms of product technology, market and competitive strategies, sales and services, etc. Secondary survey data and information sources include: news reports, industry media, corporate annual reports, Internet/Web sites, and other materials that are beneficial to this report.
Appendix 1 Legal Statement
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The relevant market forecasts in this report are mainly based on ZDC analysts’ user attention surveys, which combine qualitative and quantitative research, online and offline research, and use multiple research methods to strictly control the collected data. Careful manual screening was carried out multiple times to ensure its reliability and validity. Finally, the data was cleaned and analyzed through a professional statistical analysis platform to find out the correlation between the data and make corresponding judgments and speculations.
The survey data released in this report partly adopts the sample survey method, and the data results are affected by the sample. Due to limitations in research methods and samples, as well as limitations in the scope of survey data collection, some data cannot fully reflect the real market conditions. This report is only provided to customers who purchase the report as a market reference. The company does not assume any legal responsibility for the accuracy of the data, analysis, and prediction results of the report.
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Appendix 2 Contact information
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