In the first quarter, the world’s top five brand manufacturers’ enterprise-level SSD revenue was US$18.46 billion. Samsung led the way.

[ Gearbest Technology News]On June 11, according to the latest Enterprise SSD industry survey report released by TrendForce, the single-quarter revenue of the world's top five Enterprise SSD brand manufacturers in the first quarter of 2026 increased by 86.1% compared with the previous quarter, exceeding US$18.46 billion in one fell swoop, setting a new historical high again.

Samsung Group

Judging from the specific performance of each brand,SamsungIn this quarter, thanks to the large-scale sales of 176-layer QLC products, single-quarter revenue reached US$7.05 billion, with quarterly growth reaching 92.8%. In the overall NAND Flash market, Samsung's quarterly revenue reached US$13.51 billion, a quarterly increase of 104.7%. Its performance directly doubled, and its market share increased from 28% to 31.6%, firmly occupying the global leadership position. At the financial reporting level, Samsung Electronics' consolidated sales in the first quarter of 2026 were approximately 133 trillion won (approximately 606.48 billion yuan), a year-on-year increase of 68.1%; operating profit soared to 57.2 trillion won (approximately 261.1 billion yuan), a year-on-year increase of 755%.

Samsung Electronics’ ninth generation V-NAND

　　SK hynix Group(Including SK Hynix and Solidigm) This quarter’s single-quarter revenue reached US$4.64 billion. Its revenue momentum also comes from soaring ASP. Its subsidiary Solidigm benefited from the continued explosion of large-capacity QLC Enterprise SSD orders. The group's revenue was approximately US$7.53 billion, a quarterly increase of 44.6%, and its market share was 17.6%.

　　MicronThis year, we decisively adjusted our production capacity structure and shifted our resources from the mobile phone and channel markets to Enterprise SSD. The benefits of our strategic transformation have been significantly reflected in our financial reports. Enterprise SSD revenue this quarter hit nearly US$3.09 billion, a significant increase from the previous quarter. In the overall NAND Flash market ranking, Micron's quarterly revenue increased by 43.5%, with a market share of approximately 10.3%. Its overall revenue of US$13.64 billion far exceeded the guidance range of US$12.2128 billion.

　　Kioxia(KioXia) As the 218-layer products have successively passed customer verification in North America and begun to increase in volume, coupled with the increase in market share among server brands, revenue this quarter has grown to approximately US$2.22 billion. In the overall NAND Flash market, Kioxia's revenue increased by 80% quarterly to US$5.96 billion, ranking third with a market share of 13.9%. Both revenue and profit performance were excellent.

　　SanDisk(SanDisk) showed solid operational resilience this quarter. As the large-capacity QLC Enterprise SSD has begun to enter the shipment stage, its revenue this quarter reached nearly 1.47 billion US dollars. Its data center revenue increased by 26% month-on-month, benefiting from increased demand for enterprise-class and cloud solid-state drives. At the company's overall level, SanDisk's first-quarter revenue was US$2.31 billion, a quarter-on-quarter increase of 21%, higher than the guidance range, and operating cash flow reached US$488 million.