The latest report released by International Data Corporation (IDC) shows that China's enterprise-class SSD market will be repaired in 2024, with a market size of US$6.25 billion, an increase of 187.9% compared with 2023. IDC predicts that the scale of China's enterprise-class SSD market will reach US$9.1 billion in 2029. From the perspective of manufacturer sales, Solidigm and Samsung occupy the largest share of China's enterprise-class SSD market. Samsung maintains its global leadership with its full-stack technology capabilities and high-end products, but faces domestic substitution and cost pressure in the Chinese market. Solidigm focuses on AI-optimized storage and large-capacity products as the core, relying on SK Hynix's rapid rise in the ecosystem. At the same time, policies have promoted the increase in the localization rate. Local storage companies have narrowed the gap with international brands through technological innovations such as large-capacity products and main control chips, as well as the localization of industrial chains and services, and have significantly increased their share. From the perspective of industry procurement, cloud computing and Internet companies continue to increase their investment in AI capital, the evolution and modernization of digital infrastructure, the surge in cloud-centric architectures, and the increase in data-intensive workloads such as artificial intelligence have further accelerated the demand for solid-state storage by enterprises. In the server market, the demand from traditional IT departments and cloud service providers accounts for the largest share of the enterprise-class SSD market. In addition, operators and government enterprises also have strong digestion capabilities. Domestic module manufacturers have a good penetration rate in this field with the help of policy promotion, and there is still a large space for domestic substitution in the cloud computing and Internet markets.