Samsung Continues to Lead SSD Market, But Rivals are Catching up

Samsung’s memory business continues to see solid growth thanks to increasing demand for AI-powered data storage. The company secured the top spot in the enterprise SSD (solid state drives) market in the fourth quarter of 2025. This shows the strength of its vertically integrated business model that helps fulfill enterprise demand.

Samsung’s vertically integrated SSD strategy played a key role in solid growth

According to data from TrendForce, Samsung led the enterprise SSD market with revenue of about $3.66 billion in Q4 2025. This is a 49.7% increase compared to Q3 2025, which is quite impressive. However, market share (QoQ) dropped from 35.1% to 33.8%. The company’s solid performance is likely the result of the recent increase in enterprise adoption of SSDs to support AI inference workloads.

Furthermore, Samsung likely saw an increase in demand thanks to shortages of hard disk drives (HDDs). This prompted several companies to switch to SSD solutions. The company’s ability to make its own DRAM and NAND Flash memory ensures a stable supply even as concerns about possible DRAM shortages rose.

TrendForce says Samsung’s 176-layer QLC enterprise SSD lineup could see significant shipment growth in 2026. This could further solidify the firm’s position in the enterprise SSD market. However, the company has begun seeing stiff competition from its rival SK Group.

SK Group (including SK hynix and Solidigm) performed quite well in Q4 2025, both in revenue and market share, maintaining the second position. Its revenue increased 75.2% QoQ, while the market share grew from 26.8% to 30.2%. Solidigm continues to focus on high-capacity QLC SSDs, which are increasingly in demand for large-scale data storage.

Meanwhile, Micron came in the third spot with a market share of 13% and revenue growth of 41.4% QoQ. The company’s decision to focus on high-margin enterprise SSDs rather than consumer products paid off. Kioxia and SanDisk held the fourth and fifth spots, with market shares of 10.8% and 4.1%, respectively.