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国泰海通:全球SSD控制器市场呈快速增长态势 关注两条投资主线
Zhi Tong Cai Jing·2025-11-03 13:21

Core Viewpoint - The global SSD controller market is experiencing rapid growth due to the accelerated penetration of SSDs across various fields, driven by emerging demands from AI and data centers, as well as the rise of automotive electronics and industrial IoT [1][2][3] Market Growth - The global SSD controller market is projected to reach approximately $24.965 billion in 2024, increasing to $27.763 billion in 2025, with a compound annual growth rate (CAGR) of about 14.4% from 2025 to 2032, potentially exceeding $66.1 billion by 2032 [2] Competitive Landscape - The storage controller industry features a coexistence of independent manufacturers and IDM (Integrated Device Manufacturer) firms, with independent firms excelling in customer diversity and technical services, while IDM firms focus on product integration and optimization [3] Investment Focus - Investment opportunities are centered around two main areas: high-performance PCIe 5.0 controllers benefiting from AI training and cloud infrastructure expansion, and storage controller manufacturers with low power consumption and cost advantages in the mobile and PC sectors [3] Emerging Growth Points - The penetration rate of automotive and industrial storage controllers is expected to increase over the long term, making related participants worthy of attention [3]