AI SSD Industry Analysis: with a compound annual growth rate (CAGR) of 10.3%

QY Research Inc. (Global Market Report Research Publisher) announces the release of 2025 latest report "AI SSD- Global Market Share and Ranking, Overall Sales and Demand Forecast 2026-2032". Based on current situation and impact historical analysis (2020-2024) and forecast calculations (2026-2032), this report provides a comprehensive analysis of the global AI SSD market, including market size, share, demand, industry development status, and forecasts for the next few years.

The global market for AI SSD was estimated to be worth US$ 528 million in 2024 and is forecast to a readjusted size of US$ 1039 million by 2031 with a CAGR of 10.3% during the forecast period 2025-2031.

【Get a free sample PDF of this report (Including Full TOC, List of Tables & Figures, Chart)】
https://www.qyresearch.com/reports/4941259/ai-ssd



AI SSD: The Next-Generation Intelligent Storage Platform

1. Product Introduction
AI SSDs represent a new class of solid-state drives that integrate high-speed storage with dedicated AI acceleration capabilities. These devices are built upon traditional NVMe/PCIe SSD architectures but incorporate specialized processing units-such as NPUs, ASICs, or FPGAs-directly onto the drive.

This integrated design enables local execution of key tasks, including AI inference, data preprocessing, compression, and encryption/decryption. By processing data at the storage level, AI SSDs significantly reduce the need to move large datasets to the host CPU or GPU. This directly lowers system latency, decreases energy consumption, and dramatically improves overall AI application performance for both edge devices and data center servers.

2. Key Industry Players
The AI SSD market involves leading storage manufacturers and technology innovators. Major companies actively developing and supplying AI SSD solutions include Samsung, SK Hynix, Kioxia, Micron Technology, NVIDIA, Gigabyte Technology, Seagate Technology, Western Digital, Kingston, Huawei, Phison Electronics, OSCOO, and YMTC.

Illustrative Company Profiles:

Samsung: The global leader in NAND flash and enterprise SSDs, Samsung drives innovation in AI storage with advanced controller design, proprietary firmware, and 3D V-NAND technology. Its AI SSDs are designed for data centers and high-performance computing, delivering the high bandwidth and ultra-low latency required for large-model training and inference.

Kioxia: A pioneer in NAND flash, Kioxia focuses on enterprise NVMe SSDs and low-latency solutions like XL-Flash. Its AI SSDs provide exceptional random I/O performance for cloud platforms and edge AI nodes. Kioxia is also a key contributor to emerging standards like CXL and computational storage.

Phison Electronics: A dominant force in SSD controller technology, Phison supplies critical PCIe 4.0/5.0 controllers and AI-accelerated firmware. Its solutions are foundational for AI inference servers, data center SSDs, and edge devices. Phison is central to the industry's shift from basic storage to intelligent, compute-capable drives.

YMTC: China's leading 3D NAND manufacturer, known for its innovative Xtacking architecture. Through its Zhitai brand, YMTC is expanding into high-performance enterprise and edge-computing AI SSDs, playing a vital role in China's domestic AI storage ecosystem.

3. Market Size & Forecast
According to the latest QYResearch report, the global AI SSD market is projected to reach US$528.1 million in 2024. The market is expected to grow at a compound annual growth rate (CAGR) of 10.3% in the coming years, driven by the rapid expansion of AI infrastructure.

4. Industry Chain Analysis
The AI SSD ecosystem is structured across three key segments:

Upstream - Core Components & Chips:
This segment includes the essential hardware: NAND flash memory (3D TLC/QLC), specialized controller ICs with AI acceleration, DRAM cache, power management ICs (PMIC), interface chips (PCIe/CXL), and other components like PCBs and heat sinks. Major suppliers are Samsung, SK Hynix, Micron, YMTC, Kioxia, Silicon Motion, Phison, TI, and Broadcom.

Midstream - Design, Integration & Manufacturing:
Companies here handle SSD product design, firmware development, AI strategy optimization, reliability testing, and final system integration. Key players include integrated device manufacturers (IDMs) like Samsung and Western Digital, as well as controller-focused firms like Phison.

Downstream - Application Industries:
AI SSDs are deployed across a wide range of high-performance and intelligent applications. Key sectors include:

AI Inference/Training Servers

AI PCs and High-Performance Workstations

Edge Computing Devices (e.g., smart cameras, industrial IoT gateways)

Autonomous Driving Domain Controllers

Robotics and Smart Manufacturing

Cloud Data Centers (e.g., services from Alibaba Cloud, Google, AWS)

5. Market Dynamics

Drivers:

Explosive growth in large language model (LLM) and AI workload demands.

Transformation of data centers toward AI-optimized infrastructure.

Rapid adoption of AI at the edge and the emergence of AI PCs.

Enterprise need for high-bandwidth, low-latency, high-IOPS storage.

Technological evolution toward near-storage computing, accelerated by new interfaces like PCIe 5.0/6.0 and CXL.

Strong demand from generative AI (AIGC), autonomous driving, and intelligent devices.

Restraints:

High production costs due to advanced NAND, complex controllers, and sophisticated thermal designs.

Manufacturing yield challenges and increased algorithmic complexity.

Evolving standards (CXL, PCIe 6.0) creating compatibility hurdles.

Stringent reliability and qualification requirements for data center deployment.

Supply chain concentration and NAND price volatility.

Lack of unified software and hardware standards for AI storage.

Opportunities:

Massive growth in AI server and data center construction globally.

The rising wave of AI PC adoption.

Expansion of edge AI applications across industries.

Maturation of the CXL ecosystem and computational storage architectures.

Growing enterprise acceptance of high-capacity QLC-based AI SSDs.

Significant potential for domestic substitution in key markets like China.

Barriers to Entry:
The barriers to entering the AI SSD market are exceptionally high:

Capital Intensity: Requires massive investment for NAND fabrication facilities.

Deep Technical Expertise: Needs advanced knowledge in controller algorithms, firmware, and system integration.

Long Qualification Cycles: Demands rigorous, time-consuming certification processes for enterprise and data center customers.

Supply Chain & Scale: Requires global supply chain integration and scale to compete on cost and performance.

Ecosystem Lock-in: Incumbent NAND leaders possess strong customer relationships and technology roadmaps that are difficult for new entrants to challenge.



The report provides a detailed analysis of the market size, growth potential, and key trends for each segment. Through detailed analysis, industry players can identify profit opportunities, develop strategies for specific customer segments, and allocate resources effectively.

The AI SSD market is segmented as below:
By Company
Samsung
SK Hynix
Kioxia
Micron Technology
NVIDIA
Gigabyte Technology
Seagate Technology
Western Digital
Kingston
Huawei
Phison Electronics
OSCOO
Yangtze Memory Technology

Segment by Type
PCle 4.0
PCle 5.0

Segment by Application
Data Centers
Autonomous Driving
Industrial IoT
Edge Computing
Others

Each chapter of the report provides detailed information for readers to further understand the AI SSD market:

Chapter 1: Introduces the report scope of the AI SSD report, global total market size (valve, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry. (2021-2032)
Chapter 2: Detailed analysis of AI SSD manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc. (2021-2026)
Chapter 3: Provides the analysis of various AI SSD market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments. (2021-2032)
Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.(2021-2032)
Chapter 5: Sales, revenue of AI SSD in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world..(2021-2032)
Chapter 6: Sales, revenue of AI SSD in country level. It provides sigmate data by Type, and by Application for each country/region.(2021-2032)
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc. (2021-2026)
Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 9: Conclusion.

Benefits of purchasing QYResearch report:

Competitive Analysis: QYResearch provides in-depth AI SSD competitive analysis, including information on key company profiles, new entrants, acquisitions, mergers, large market shear, opportunities, and challenges. These analyses provide clients with a comprehensive understanding of market conditions and competitive dynamics, enabling them to develop effective market strategies and maintain their competitive edge.

Industry Analysis: QYResearch provides AI SSD comprehensive industry data and trend analysis, including raw material analysis, market application analysis, product type analysis, market demand analysis, market supply analysis, downstream market analysis, and supply chain analysis.

and trend analysis. These analyses help clients understand the direction of industry development and make informed business decisions.

Market Size: QYResearch provides AI SSD market size analysis, including capacity, production, sales, production value, price, cost, and profit analysis. This data helps clients understand market size and development potential, and is an important reference for business development.

Other relevant reports of QYResearch:
Global AI SSD Sales Market Report, Competitive Analysis and Regional Opportunities 2025-2031
Global AI SSD Market Research Report 2025
Global AI SSD Market Outlook, InDepth Analysis & Forecast to 2031

About Us:
QYResearch founded in California, USA in 2007, which is a leading global market research and consulting company. Our primary business include market research reports, custom reports, commissioned research, IPO consultancy, business plans, etc. With over 19 years of experience and a dedicated research team, we are well placed to provide useful information and data for your business, and we have established offices in 7 countries (include United States, Germany, Switzerland, Japan, Korea, China and India) and business partners in over 30 countries. We have provided industrial information services to more than 60,000 companies in over the world.

Contact Us:
If you have any queries regarding this report or if you would like further information, please contact us:
QY Research Inc.
Add: 17890 Castleton Street Suite 369 City of Industry CA 91748 United States
EN: https://www.qyresearch.com
Email: global@qyresearch.com
Tel: 001-626-842-1666(US)
JP: https://www.qyresearch.co.jp

This release was published on openPR.