Core Insights - The demand for Enterprise SSDs remained stable in Q4 2024, with revenue reaching $7.34 billion, a slight decline of 0.5% from the previous quarter due to weak consumer product markets [1][2] Group 1: Market Overview - The Enterprise SSD market is experiencing a supply-demand imbalance, with an expected price drop of 18% to 23% in Q1 2025, leading to a projected revenue decline of nearly 30% [1] - The revenue for Enterprise SSDs in Q4 2024 was $7.34 billion, with Samsung holding a market share of 39.5%, followed by SK Group at 31.3%, Micron at 16.0%, Kioxia at 9.9%, and Western Digital at 3.3% [2] Group 2: Company Performance - Samsung's revenue in Q4 2024 was $2.9 billion, a decrease of 9.4% quarter-over-quarter due to production capacity adjustments [3] - SK Group's revenue increased by 11.8% to $2.3 billion in Q4 2024, benefiting from continuous shipment growth and the production of PCIe 5.0 SSDs [4] - Micron maintained its revenue at $1.17 billion in Q4 2024, with a market share of 16.0%, despite a slight slowdown in demand for 30TB products [5] - Kioxia's revenue grew by 13.8% to $724 million in Q4 2024, driven by expanded cooperation with North American CSPs [6] - Western Digital's revenue fell by 26.2% to $245 million in Q4 2024, attributed to a lack of progress in large-capacity product shipments [6]