NAND Flash Market Bulletin - Jun. 18, 2025

Last Modified

2025-06-18

Update Frequency

Weekly

Format

PDF

China's push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will reshape market dynamics, impacting foreign vendors' shipments in China.

Key Highlights

The strong demand from enterprise servers drives increased SSD adoption, while China's push for local production accelerates domestic SSD shipments.
Government policies mandate the use of domestically produced CPUs and modules in major projects, boosting local manufacturing capacity.
Domestic controller manufacturers and module suppliers expand their product offerings, leading to higher production volumes and market share.
Key Chinese companies continue to increase self-produced SSDs, reducing costs and raising self-sufficiency. Looking ahead, the stampede toward localization will reshape market dynamics, posing challenges for foreign vendors' shipment opportunities within China.
The overall trend indicates a significant shift towards domestic supply chains, with increased integration of locally made components in enterprise SSD solutions.