Top 5 Solid State Drive (SSD) Companies
Intel Corporation
Samsung Group
Western Digital Corporation
Kingston Technology Corporation
Micron Technology Inc.
Source: Mordor Intelligence
Solid State Drive (SSD) Companies Matrix by Mordor Intelligence
Our comprehensive proprietary performance metrics of key Solid State Drive (SSD) players beyond traditional revenue and ranking measures
This MI Matrix can rank companies differently because it rewards evidence of current SSD capability, not only total revenue scale. The strongest signals tend to be PCIe Gen5 readiness, EDSFF coverage, controller plus firmware depth, and proof of qualification in demanding AI server stacks. Buyers also care about supply assurance, predictable latency behavior, and the ability to execute firmware updates safely across large fleets. PCIe Gen5 NVMe SSDs raise peak throughput but also raise power draw, so cooling design becomes a buying constraint. EDSFF formats such as E1.S and E3.S matter because they improve serviceability and can reduce thermal hotspots in dense racks. Overall, this MI Matrix by Mordor Intelligence is better for supplier and competitor evaluation than revenue tables alone because it ties positioning to visible execution signals that affect deployment risk.
MI Competitive Matrix for Solid State Drive (SSD)
The MI Matrix benchmarks top Solid State Drive (SSD) Companies on dual axes of Impact and Execution Scale.
Analysis of Solid State Drive (SSD) Companies and Quadrants in the MI Competitive Matrix
Comprehensive positioning breakdown
Samsung Electronics Co. Ltd.
October 2024 production milestones show how fast Samsung is pushing PCIe 5.0 into OEM PCs and thin devices. It is a leading producer in NAND and finished drives, which helps it tune controllers, firmware, and power use together. The PM9E1 ramp targets AI PC needs where heat and battery life set real buying limits. Tighter OEM attachment is a realistic upside through validated client and server form factors such as EDSFF and U.2. Export control disruption is a key risk that can shift tool access and regional supply plans.
Western Digital Corporation
Design wins tied to AI server reference platforms signal that Western Digital is defending high end enterprise slots. Its DC SN861 E1.S qualification for NVIDIA GB200 class systems suggests disciplined focus on latency and power per IOPS. This major player benefits when buyers standardize on fewer SSD SKUs that meet OCP aligned requirements. Execution strain is a plausible downside if product transitions and output allocation lag demand spikes. The strongest lever is broad coverage from U.2 to EDSFF that matches hot swap service models in dense racks.
SK hynix Inc. (incl. Solidigm)
Capacity race is underway, and Solidigm's 122TB shipment narrative puts real pressure on competing roadmaps. The group is a top manufacturer across NAND and data center SSD platforms, which supports aggressive QLC scaling for AI storage tiers. Faster adoption of dense nodes in scale out file systems is a what-if scenario that would reward validated high capacity drives. Thermal and endurance perception becomes a critical risk when QLC expands beyond archival-like workloads. Recent NAND progress that targets very large enterprise devices strengthens the story but raises qualification complexity.
Micron Technology Inc.
Platform qualification in next generation AI racks is becoming a gating item, and Micron secured visibility through the 9550 line. Its 9550 PCIe Gen5 E1.S positioning for GB200 class systems supports buyers who want predictable latency under mixed IO. This leading vendor can differentiate through vertically integrated controller, NAND, and firmware choices that reduce tuning cycles. Stronger attach in hyperscaler refresh waves where power budgets are fixed is the upside case. Supply allocation tradeoffs between data center products and other high-demand memory lines are a key operating risk.
Kioxia Holdings Corporation
Prototype and sampling updates show Kioxia is leaning into PCIe 5.0 and new flash architectures for enterprise deployments. It is a major supplier of NAND and SSDs, and it is now pushing CM9 with newer BiCS FLASH TLC designs to improve power efficiency. Kioxia's XD8 PCIe 5.0 E1.S direction fits buyers who value serviceability and standardized management hooks. Faster EDSFF adoption in cloud racks is a realistic what-if that would reward early thermal design wins. The main risk is cyclic pricing pressure that can limit sustained investment in controller and firmware teams.
Frequently Asked Questions
What should a CIO check first when selecting enterprise NVMe SSDs?
Start with workload fit, especially read heavy versus mixed use endurance. Then confirm form factor support such as U.2 versus E1.S, plus power and cooling limits.
How do buyers compare PCIe Gen4 and PCIe Gen5 SSD value?
Gen5 helps most when storage is a bottleneck in training, inference, or dense virtualization. If the bottleneck is CPU, network, or software, Gen4 can deliver similar outcomes at lower heat.
Why are EDSFF drives becoming more common in data centers?
EDSFF supports hot swap service and better airflow than stacked M.2 layouts. It also allows clearer thermal sizing and more consistent performance under sustained write pressure.
What endurance metrics matter most for AI storage tiers?
Look at DWPD, workload specific write amplification behavior, and sustained write speed after caches fill. Also verify power loss protection and end to end data protection claims.
How should procurement evaluate firmware and security quality?
Ask for a documented update process, rollback capability, and signed firmware support. Confirm encryption support, management tooling, and how the vendor handles vulnerability response.
What near term SSD risks can disrupt deployment plans?
NAND pricing swings can change which capacities are stocked and which are delayed. Gen5 thermal constraints can also force redesigns of servers, sleds, or airflow plans.
Methodology
Research approach and analytical framework
Data sourcing: We used public IR pages, SEC filings, and company press rooms as primary inputs. We also used named tech journalism for product validation signals. Private firm scoring relies on observable launches, certifications, and channel activity. When data was incomplete, we triangulated across product briefs, qualification notes, and disclosed platform partnerships.
Counts data center and client SSD availability across U.2, M.2, and EDSFF, plus ecosystem qualifications in major regions.
Matters because SSD purchases rely on trust for firmware stability, endurance ratings, and secure update practices.
Approximates SSD device shipments or controller attach that influence design wins in enterprise and client platforms.
Reflects NAND access, controller supply, validation labs, and sustained ability to ship multiple form factors.
Tracks PCIe Gen5, NVMe 2.x, OCP aligned features, and post 2023 product introductions in enterprise and client SSDs.
Uses scoped profitability signals such as storage segment health, pricing power, and ability to sustain SSD roadmap investment.
