In the oversupply state of the NAND Flash industry, the price of the Client SSD has followed a downward trend. However, the price decline has stimulated the growth of demand. It is expected that the SSD product's SSD loading rate will officially exceed 50% this year. Among them, the PCIe SSD replaces the current mainstream SATA III SSD. It will accelerate and the penetration rate of PCIe SSD is also expected to challenge the 50% mark this year.
Observing the demand side, the read and write performance of PCIe SSDs is at least twice that of current SATA SSDs. For the fiercely competitive PC industry, the flagship specification war is undoubtedly a marketing highlight, and it is easy to attract consumers' attention. With this year's PCIe SSD has a chance to significantly reduce the price difference with SATA SSD, PC OEM leading manufacturers or module manufacturers are all actively promoting the proportion of their own PCIe SSD.
On the other hand, on the price side, due to the oversupply of the NAND Flash market in the second quarter, most SSD suppliers are facing pressure to reduce their production capacity, and most SSD suppliers are promoting the latest generation of 64/72. Tier 3D-SSD, new product, price reduction will increase, the second quarter mainstream capacity PC-Client OEM SSD contract price price, in the SATA-SSD part, compared with the previous quarter fell 6-11%; while the PCIe-SSD part fell 3- At 10%, neither the SATA-SSD nor the PCIe-SSD segment has shown a decline for two consecutive quarters.
In addition, although the average price of the second quarter contract, PCIe TLC-SSD and SATA TLC-SSD is still about 10% of the spread, but the price difference between the two is expected to have a substantial reduction, in addition to the decline in the price of Client SSD In addition, the other key to reducing the spread is the introduction of low-end control chip solutions in PCIe, which has brought the spread between PCIe and SATA control chips closer.
The SSD control chip backward entrants have secured SATA market share and actively attacked the PCIe market.
Judging from the SSD control chip industry, there are also promising potential newcomers, such as ASolid, Maxiotek, Realtek, and SAGE, in addition to major manufacturers such as Marvell, SMI, and Phison. Marvell, SMI, and Phison product lines are complete, ranging from low-end SATA to high-end PCIe, with the widest range of customers.
Most of the latecomers are currently focusing on SATA DRAM DRAMless control chip solutions. They chose to have a place in the SATA market before starting research and development on more challenging PCIe products. Among them, ASolid introduced the AS2258 SATA 6Gb/s SSD controller chip. Built-in SDRAM, LDPC error correction code, and RAID protection functions are cost-effective, dual-channel control chips designed for next-generation 3D NAND. The new emerging vendors are also actively deploying their PCIe control chip product lines. In addition to Realtek's existing PCIe products entering mass production, ASolid, SAGE, and Maxiotek all plan to send samples to customers in the second half of this year to take a new wave. The growth of PCIe SSD.