Here's what Perplexity says:
Marvell Technology's market share in SSD controllers for high-capacity SSDs is estimated to be around 1.47% as of the second quarter of 2025. While Marvell is a significant player in storage controllers, the market for enterprise-level and high-capacity SSD controllers is highly concentrated with major players like Samsung, Intel, Micron, and Western Digital commanding the majority share. Marvell focuses on advanced controller technologies, including its Bravera SC5 PCIe 5.0 SSD controllers designed for high-performance data center applications, doubling performance compared to PCIe 4.0 SSDs and addressing scalability and efficiency needs for cloud infrastructure.
In summary:
- Marvell holds roughly 1.47% market share in SSD controllers overall as of Q2 2025.
- They are known for high-end, PCIe Gen5 SSD controllers targeting AI and data center markets.
- The broader enterprise/high-capacity SSD controller market is dominated by Samsung, Intel, Micron, and Western Digital (60-70% combined).
- Marvell's technology leadership includes leading-edge NVMe controllers with AI/ML integration and advanced security features for datacenter SSDs.
This shows that while Marvell is a prominent and technology-forward supplier, its market share in high-capacity SSD controllers remains smaller compared to a few dominant competitors.
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I thinik this space will be hard to break into as the data center build out necessitates advanced planning, and massive volumes. The NAND makers can provide both the controller and the memory in one SSD. SIMO can only provide a controller, some other entity needs to buy the NAND and create the high capacity SSD, and when NAND is tight (like now) the NAND makers favor their own models in NAND allocation over competitor's models. So.......yeah. Eventually as high capacity SSDs commdotize, and cost becomes more of an issue, then perhaps SIMO can get a decent share, but it's so high growth at the moment that the NAND makers are going to sell the high capacity SSD with their internal controller, and SIMO and other merchant controller makers will have to wait.
Unless SIMO can get a NAND maker as an OEM. Maybe Yangste (Chinese) will be a customer and made a Yangste SSD with a SIMO Mon Titan controller and Yangste NAND.
SIMO has to compete (on price and performance) with the NAND makers in this effort. That makes it tough until the segment slows down, and price is a bigger issue. Unless Mon Titan is just so incredibly superior to the controllers made by the NAND makers. I don't think that is the case. |
