SSD Shipment Forecast in Units and TBs...

     Predicted SSD shipments based on IHS, IDC, DE published data and my own inputs.

     Nice growth ... CAGR is 15% in units going forward. 40% in TBs shipped.

     Neither will lead to SSDs overtaking HDDs in next few years

     Note1: Enterprise and Client are projected to be about the same

 If you plug in the TBs shipped and assume 30-35% ASP/GB reduction, you can see revenue increase is "Muted" ... maybe 5-10%. There is another article by a research firm showing 40% REVENUE growth CAGR for SSDs. This is definitely not true for SSD vendors. It might get closer to 40% if you include NAND vendors, SSD vendors, Storage systems (Like EMC/Netapp), in house systems (like Google/AWS) etc.

 40% CAGR

 15% CAGR

      Mark Webb, Mark@mkwventures.com

      #storagevisions, #CES2016