Solid state storage might not have been the most exciting tech sector to follow in 2020, but it certainly had its fair share of new technologies arriving, consumer-friendly price drops, and a major corporate acquisition deal.

COVID-19 Impact on Supply and Demand

Going into 2020, most analysts were predicting that a shortage of NAND flash memory would develop and drive up SSD prices, especially in the second half of the year. The COVID-19 pandemic upended those predictions. Early on in the pandemic, it was anybody's guess whether supply or demand would be more strongly affected. By the middle of the year, it was clear that the fabs in Asia where most of the world's NAND flash is manufactured were able to weather the pandemic with no significant drop in manufacturing capacity.

The lifestyle shifts to work-from-home and online learning drove some demand for new PCs and increased server capacity for online services, but the broader economic impact of the pandemic largely outweighed those effects and hurt overall demand. The net effect is that, contrary to pre-pandemic predictions, SSD demand is low enough that the NAND flash market has an oversupply and prices are in decline. This is expected to continue through at least the first quarter of 2021 with a 10-15% drop in NAND flash memory prices. The impact on retail SSD prices will be somewhat dulled by the fact that supplies are tight for SSD controllers and some other components, which may push SSD manufacturers to focus a bit more on high-capacity high-end drives, especially datacenter drives.

Gaming Consoles Switch to NVMe

Perhaps the biggest shift in consumer storage this year was the arrival of gaming consoles built from the ground up to take advantage of solid state storage. Consoles generally establish the baseline hardware capabilities that games and game engines are designed to target. For over 15 years, this has meant that AAA games are designed to run off hard drives. Even as SSDs have become prevalent in gaming PCs, it has until recently been unthinkable for a game to list a SSD as part of its minimum system requirements. The PlayStation 5 and Xbox Series X have now raised the baseline storage performance from that of a mechanical hard drive to a NVMe SSD, and game developers are actively encouraged to take advantage that extra performance. Furthermore, the consoles include various other hardware features intended to complement the new console SSDs; we gave you the rundown on those features and their implications back in June.

So far, the console transition to NVMe storage has had little impact on the PC market or PC gaming—but the consoles have only been shipping for a short while, and game developers are still learning how to adapt to the new freedoms granted by fast storage. This console storage transition will be having more influence on PCs over the next few years. Microsoft is already working to adapt their new Xbox storage APIs into DirectStorage for Windows, and it won't be long before most AAA games require SSDs. For gaming PCs, including a NVMe SSD will be just as important as including a discrete GPU.

Read More: Storage Matters: Why Xbox and Playstation SSDs Usher In A New Era of Gaming

PCIe 4.0 Gaining Momentum

The transition to PCIe 4.0 started in the middle of 2019 with the debut of AMD's Ryzen 3000 processors. On the storage side of that transition, SSD controller vendor Phison led the way with their E16 controller. But in 2019 and most of 2020, PCIe 4.0 storage remained a niche market segment, only available on new high-end desktops and with SSDs that offered only marginal performance improvement over the best PCIe 3 drives but carried much higher price tags.

All of Phison's competitors decided to take their time with the PCIe 4.0 transition; 2020 was supposed to be the year that a new wave of gen4 SSD controllers arrived, fabbed on more advanced processes like TSMC's 12nm FinFET so that the full performance of a PCIe 4 x4 interface could be reached within a reasonable power budget. The COVID-19 pandemic contributed to delays here as well, and many new SSDs previewed at CES at the beginning of the year arrived late or are still missing. Samsung and Western Digital delivered their new in-house gen4 NVMe SSD controllers during the second half of the year, and SSDs using Phison's E18 controller hit the market at the end of November, just in time to catch the tail end of the holiday shopping season. Silicon Motion's entry-level gen4 controller also arrived this fall, but their high-end contender is not yet available. Planned gen4 controllers from Marvell are absent (though their NVMe controllers have all but vanished from the consumer SSD market anyways), and Innogrit's high-end NVMe controller only just showed up this week in the ADATA Gammix S70 that is currently sampling and should hit the shelves soon.

So while the PCIe gen4 transition is going more slowly than planned, it is still happening. PCIe 4.0 support is finally starting to creep into mobile platforms, which will help make it more mainstream. The PCIe 4.0 SSD options available today are significantly better than the first wave drives that were available a year ago, and the gen4 SSD market is starting to see enough competition to keep prices in check. PC gamers also have plenty of choices for high-end SSDs that match or exceed the performance of what's in the new gaming consoles.

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SATA In Decline

The SATA SSD market has been stagnant for several years, with very few major announcements of new SSD models or controllers. Most SSD vendors have taken to quietly updating the NAND inside their existing SATA models, so familiar names like the Crucial MX500 (launched in December 2017) are still nominally current. Samsung launched the 870 QVO with their second-generation QLC NAND, but the current EVO and PRO SATA models are still the 860 generation.

This year, it is clear that the SATA SSD market isn't just boring, but actually dying. When PC OEMs finally started to drop hard drives even from their low-end machines, they replaced them with NVMe SSDs rather than SATA. There are plenty of options for low-end NVMe SSDs, and they pretty much all outperform SATA SSDs for typical real-world use. The capacity advantage for SATA SSDs is now mostly gone: there are 8TB QLC and 4TB TLC options for both SATA and NVMe, though massive NVMe SSDs do still carry a price premium over SATA SSDs of similar capacity. Some major SSD vendors have already EOL'd their client OEM SATA SSDs. The SATA SSD market is collapsing in the same direction as the hard drive market: the list of use cases where SATA SSDs make sense is shrinking, and looks a lot like the list of use cases where hard drives still make sense. The biggest lingering advantage SATA SSDs have going forward is that a desktop or NAS usually has more SATA ports/bays than M.2 NVMe slots.

Since mechanical hard drives won't be disappearing in the foreseeable future, SATA SSDs can also stick around for a very long time, but increasingly as niche products rather than reasonable candidates for primary storage in a consumer PC. We don't recommend SATA SSDs for new PC builds, there aren't many PCs left that need a SATA SSD for an aftermarket upgrade, and SSDs in general are still too expensive to replace hard drives for consumer NAS and backup duty.

QLC NAND Enables 8TB Consumer SSDs

QLC NAND flash hit the market in 2018. This stores four bits of data per physical memory cell, rather than the three bits per cell of more mainstream TLC NAND flash memory. The general situation for consumer QLC SSDs isn't much different today from when they first showed up. Compared to TLC, QLC NAND is a bit cheaper, but sacrifices performance and write endurance. Those tradeoffs can make sense for an entry-level SSD, but it's not the only way to make a good affordable SSD. DRAMless SSDs with TLC NAND are still competitive at capacities up to 1TB, especially when using NVMe rather than SATA.

We're now two or three generations into the QLC era and QLC is making some inroads to the market, but it definitely isn't taking over—not even for entry-level consumer SSDs. Aside from product refreshes that replaced 64-layer QLC with 92/96L QLC, most of the action has been the introduction of new QLC product lines based around the Phison E12S NVMe controller, and a few using the Phison E16 PCIe 4.0 NVMe controller. These drives have raised the bar a bit for consumer QLC performance since they use 8-channel controllers rather than the 4-channel controllers used by most other low-end NVMe SSDs, and those controllers have also helped enable several 8TB M.2 NVMe products.

There are some indications that in 2021 we may see significant adoption of QLC by PC OEMs. So far, they have been wary of using QLC SSDs in part because they have to cover them as part of the whole system's warranty. Consumer QLC SSDs are no longer an unproven novelty, and OEMs can now secure multiple sources of QLC client SSDs. Uptake of QLC by PC OEMs may complicate the laptop buying process for consumers trying to avoid QLC drives, but on the other hand it should help finish pushing mechanical hard drives out of prebuilt PCs.

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Setting Up The Future: Partnerships, Layers, & New Tech
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  • Tomatotech - Wednesday, December 30, 2020 - link

    It's been impressive to see how quickly NVME has maxed out PCIe 3.0. It looks like PCIe 4.0 will also be maxed out quite quickly. Will be good to see PCIe 5.0 drives coming out sooner rather than later, though I strongly suspect it will be from the likes of AMD or Apple, not Intel.

    If Intel could pull a rabbit out of the hat and produce PCIe 5.0 support before everyone else, that would go a long way towards bringing them back to the top again. Will they? Probably not.

    Hopefully NVME 2.0 / Zoned Namespaces will also help with the other two corners of SSD performance - random I/O performance. That's nowhere near maxing PCIe 3.0, and has a long way to go. Apple said as much when they gave their M1 chips huge registers and SSD bandwidth - there is a lot more SSDs can do to shovel random data into the CPU in the huge quantities needed.
    Reply
  • dullard - Wednesday, December 30, 2020 - link

    Intel and AMD will both likely have PCIe 5.0 in 2022. Intel might just squeak it in during the end of 2021. The first PCIe 5.0 hardware was recently successfully tested and it used Intel chips.

    https://www.prnewswire.com/news-releases/synopsys-...
    Reply
  • Great_Scott - Sunday, January 3, 2021 - link

    3D-Xpoint already excels at random low-Q depth IO without any of those optimizations. Such a shame that a technology that would excel at small drive for normal users is a expensive niche solution for businesses. Reply
  • James5mith - Wednesday, December 30, 2020 - link

    Where is the AData drive based on the Rainer SSD controller? Reply
  • Billy Tallis - Wednesday, December 30, 2020 - link

    My review sample of the ADATA Gammix S70 literally arrived without warning while I was writing this article. I had to go back and edit a statement about Innogrit controllers still being MIA. So far, it appears the only place to order one is ADATA's own online store, but they claim to be in stock. Reply
  • lmcd - Wednesday, December 30, 2020 - link

    Imo we'll still see SATA SSDs for a while. They'll just have lower-binned NAND than NVMe. Very few systems support more than 2 NVMe disks and that's just not very much storage. Reply
  • name99 - Wednesday, December 30, 2020 - link

    Billy, might I suggest that at some point, for interest, you run the standard AnandTech SSD benchmarks on an M1 Mac?
    The reason this would be interesting is this:
    https://eclecticlight.co/2020/12/30/getting-ssd-pe...

    The author is not interested in dick-measuring "proofs" of how great the SSDs are, rather he just wants a feel for how they behave under *his* standard workloads (and using standard macOS API calls, no playing around with low level calls, queue depths, etc). There are also three or four earlier articles that explain his methodology and reasoning.

    Even so, the numbers he sees are fairly impressive when compared to other "laptop" SSD results; simplifying down to essentially 2.8GB/s for a range of "realistic" sizes and use patterns.
    This means it would be interesting to see how those numbers compare with the drives you are benchmarking every month when running essentially the same sort of test code.
    Reply
  • ozzuneoj86 - Wednesday, December 30, 2020 - link

    "there aren't many PCs left that need a SATA SSD for an aftermarket upgrade"
    I seriously disagree with this statement. There are hundreds of thousands (millions?) of computers that exist in offices, homes or for sale on the used market that do not use M.2 drives at all, let alone NVMe. Even a bottom of the barrel DRAM-less SATA SSD will make these systems run perfectly for the average non-gamer, and will likely run acceptably for YEARS until something outright fails. I would bet that the majority of those users would notice very little difference in every day tasks (web, email, etc) if you had them upgrade to a brand new system with an NVMe SSD.

    When Windows 10 no longer functions on anything older than Kaby Lake, then maybe we'll see a real decline in the need for SATA SSDs, but for now, I think demand for the drives themselves is quite high. Just because manufacturers no longer need to invest R&D money into SATA SSDs to satisfy consumers doesn't mean there is no market for the existing drives.

    Take this with a grain of salt, but compare the number of user ratings of popular SATA SSDs on Amazon to the number on popular NVMe models. Most of the SATA drives have 4-8x the number of ratings, despite only being a year or two older. This isn't a guaranteed metric (too many variables) but saying that SATA drives are already becoming obsolete isn't true.

    New PCs already have SSDs in them. Old PCs that don't feel fast enough (or need larger SSDs) are the ones people are upgrading... and by far the vast majority don't use NVMe.
    Reply
  • FunBunny2 - Wednesday, December 30, 2020 - link

    "Everyone is finding 3D TLC NAND to be fast enough for almost every purpose, and the niche for faster-than-TLC storage options will remain tiny. There are no revolutionary new memory technologies poised to shake up the market in the near future."

    well, I remain convinced that at some point, solid state storage will be fast enough to support memory-to-memory ISA, i.e. directly in storage. just like in the early 80s. once that happens, lots and lots of code will be ripped out and simplified. OS writers will start pulling their hair out, of course. cpu design will be greatly simplified, what with jettisoning all those levels of cache/buffer, and transaction control (both in the RDBMS sense and general data control) will need be re-thought. if that comes about, cpu chips get really, really tiny. have you looked at how much of a current chip is some form of memory?
    Reply
  • npz - Wednesday, December 30, 2020 - link

    That's what Optane memory is designed for and it's still no where near as fast both in throughput and latency as latest memory even though Optane itself is much, much faster than regular SSD for memory type access workloads. I knew people in the same division who had started working on code for it a few years ago and it was up in the air whether or not it was worth the effort. You see, because of the differences in performance characteristics and the unique ability for storage it was really to be treated as yet-another tiered storage device or cache rather than local memory.

    One downside of all solid state storage compared to memory is how writes are handled. Memory is byte addressable and optimized for comparatively tiny row/column access, amounting to word and double word or two sized (8 bytes, etc) while SSD is designed to be addressed at minimum of 4k pages at the h/w level for erase-write cycles. Erasing is not "free" at all like it is in memory. Because of that, there is always another logical translation layer sitting on top to fetch a new page to write to while the old is marked for erasure. DRAM just does not have that problem
    Reply

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