According to the Wall Street Journal, Westernits Japanese rival Kioxia for $20m. , rumors have circulated that Kioxia is set to be purchased by one of its competitors. Until recently, Micron was the suspected buyer. However, the merger of Kioxia and Western Digital appears more logical given the partnerships between the two companies, which see manufactured in a combined facility.
According to numbers from analysts TrendForce, Kioxia, andare the second and third more important SSD makers, with 18.3% and 14.7% of the market, respectively. Number one is Samsung, with 34% of the market. Mathematically, combining the two the same level as the market leader.
The Western Digital-Kioxia acquisition – deemed very likely by analysts – would follow the recent sale of Intel’sactivity to SK Hynix of South Korea for $9m. That acquisition allowed SK Hynix to get hold of 19% of the SSD market (12.3% + 6.7%) and rank second among the suppliers, but it will be and Kioxia join forces.
Previouslysix of NAND makers, Micron will prop up a new four-member league table with 9.8% of the market, behind Samsung, Western Digital plus Kioxia, and SK Hynix plus Intel’s NAND.
According to the most recent results, it is notable thatproduction formed only about a quarter of Micron’s activities. About three-quarters (73%) of its last quarter’s turnover came from components.
Micron’s performance in themarket has been poor, notably due to its inability to supply large volumes to . At the same time, it .
Outside the big six/four,(YMTC, etc.) represent 2.8% of the market in total. TrendForce points out that there is growth here, with a quarterly turnover augmenting at 48.6% year-on-year.
According to TrendForce, thefor the principal SSD suppliers are distributed thus:
- Samsung: $5.59m quarterly turnover, representing a yearly sold.
- Kioxia: $3.01m turnover, 8.5% on 3% more products sold.
- Western Digital: $2.42m turnover, 11.2% revenue growth on 4% more products sold.
- SK Hynix: $2.02m turnover, 10.8% revenue growth on 3% more products sold.
- Micron: $1.8m turnover, 9.8% revenue growth on 7% more products sold.
- Intel: $1.01m turnovers, with a 0.8% decrease in revenue and a 10% sold.
Innovative moves ahead
Regarding technology, the suppliersover the coming months. First, they will all standardize on SSD NVME for the bus, providing a throughput of 7GBps (across four channels), twice the capacity of PCIe 3.0.
Capacity will depend on the number of layers of NAND cells that the vendors can successfully achieve in manufacturing. Samsung is the most advanced, with chips that comprise 200 layers already, with 176 acquired by SK Hynix and Micron. Western Digital and Kioxia are limited to 162 layers though there are promises of 212 from the start of 2022.
SSDs will be available as, among other innovations. In other words, with the ability to in zones dedicated to types of applications. Zoning like this is aimed at guaranteeing rapid SSD access and long lifespans. Western Digital is the most advanced; Samsung has of the year, and Micron is likely to make announcements.