開催挨拶

How Times Have Changed So Quickly!

The mobile and PC markets are grappling with ongoing challenges, as growth expectations for NAND vendors and OEM customers continue to fall short. This has led to ongoing inventory adjustments and potential production cuts at NAND fabs. After a sharp decline in prices followed by a rapid rebound, storage vendors now find themselves in a familiar scramble to secure revenue wherever possible. Adding to the complexity is the potential cooling of the "AI bubble," as companies that rushed to invest in advanced technologies and build out enterprise storage for on-premises data centers may face diminishing returns. The pace of funding and expansion in these areas is unlikely to follow a linear trajectory, further clouding the outlook. Compounding these challenges, major data center operators are now reassessing their near-term growth projections for solid-state storage. In this volatile environment, the key question remains: how will vendors weather the storm and find sustainable growth across increasingly uncertain markets?

Updated Storage (HDD and SSD) Market Outlook

2024年のHDD市場は、昨年振るわなかったNLドライブの回復が著しく、出荷台数・金額ともに対前年比でプラス成長となる見込みである。一方で、急速な生産フォーキャストの増大により一部部材にタイト感が出ているほか、ドライブの生産キャパシティの拡大を余儀なくされている。またSSDについでは、従来の需要に加えてAIサーバー向けが好調であることから、Enterprise SSDが市場をけん引している。本プレゼンテーションではHDDおよびSSDの足元の状況把握および2025年を展望するものである。