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发表于 2020-12-17 14:36
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本帖最后由 jerrytsao 于 2020-12-17 14:46 编辑
首先P5800X就是SSD, 请先分清楚Optane SSD和Optane DIMM的区别
牙膏SSD的重心和利润一直主要来自于企业市场, 而且市场容量/单价/增长趋势也是企业级NAND这块更大更健康
13.872 million enterprise SSDs were shipped in the second quarter, up 84% Y/Y
2020第二季度企业级SSD销量约为1387万块, 比去年同期增长84%
Enterprise SSD revenue in 2020 Q2 was about $4.5bn, up 95% Y/Y
2020第二季度企业级SSD销售额45亿美金, 比去年同期增长95%
市占率依次为Samsung 38%, Intel 24%, SK Hynix 15%, WDC 12%, Kioxia(原Toshiba) 5.5%, Micron 3.5% 67.45 million client SSDs shipped, bringing in around $3.9bn
2020第二季度消费级SSD销量约为6745万块, 销售额39亿美金
市占率依次为WDC 25%, Samsung 22%, SK Hynix 12.5%, Kioxia 12%, Micron 6%, 这一块牙膏远落后其主要竞争对手 Q2合计NAND SSD市占率上, Samsung 31.4%, Kioxia 17.2%, WDC 15.5%, SK Hynix 11.7%, Micron 11.5%, Intel 11.5%
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