Last updated: August 13th, 2026 at 10:20 UTC+02:00


Samsung remains No. 1 in NAND market despite falling market share

The brand suffered supply constraints as it prioritized DRAM.

Abid Iqbal Shaik

Reading time: 1 minutes

Samsung sign board

Abhijeet Mishra / SamMobile

Business

Samsung logo

TL;DR

  • Samsung stayed the NAND market leader in Q2 2026 with a 25% share, though that was down from 32% in Q2 2024.
  • SK Hynix ranked second at 22%, followed by YMTC and Kioxia at 14% each, Micron at 13%, and SanDisk at 11%.
  • Enterprise SSDs made up 48% of NAND shipments in Q2 2026 and are expected to reach half of the market by year-end, tightening consumer SSD supply.

Counterpoint Research has published an analysis on the global NAND market in Q2 2026. According to it, Samsung continued to lead the chart with a 25% market share. However, the South Korean tech giant’s share fell by seven percentage points in Q2 2026 compared to Q2 2024, when it had a 32% market share.

Samsung was followed by SK Hynix, YMTC, Kioxia, Micron, and SanDisk with 22%, 14%, 14%, 13%, and 11% market shares, respectively. According to the firm, enterprise solid-state drives (eSSDs) accounted for 48% of total NAND shipments, a huge jump from 26% in Q2 2025. It will be fueled by skyrocketing AI demand.

Counterpoint Research Global NAND Shipment Market Share Q2 2026

Counterpoint Research

Counterpoint Research's analysis on the global NAND market in Q2 2026

Counterpoint Research says that Samsung faced capacity constraints with NAND output as it has prioritized the higher-margin DRAM. If that wasn’t the case, the South Korean tech giant may have been way ahead of its rivals.

According to the firm, the eSSDs will account for half of the total NAND market by the end of this year. It will squeeze consumer SSD supply, pushing the average selling prices (ASPs) of consumer SSDs even higher.