Hard disk drive (HDD) unit shipments showed positive dynamics in the second quarter of 2022 for the first time in recent years.In terms of Exabytes, the three major hard drive manufacturers — Seagate, Toshiba, and Western Digital — set a historical record of 350.7 shipments due to operators, exascale data centers and Jia MinerAlthough Seagate is still the number one hard drive manufacturer in terms of hard drive shipments and EB shipments, Western Digital almost caught up with its main competitors in the second quarter.
67.6 million hard drives sold in the second quarter of 2021
According to statistics, in the second quarter of 2021 hard disk drive shipments totaled 67.6 million units. Trend focus (pass Storage communications) And company data. Nidec, the world’s largest manufacturer of independent hard drive motors, estimate The industry’s shipments in the second quarter of 2021 were 64 million units, higher than the 63 million units in the first quarter and the same as in the second quarter of 2020. The difference between the estimates cannot be explained at this time. Please keep in mind that since two-thirds of HDD suppliers do not announce their detailed unit shipments, only one announces EB shipments, so the figures disclosed by analysts are usually educated guesses. This is why we use company data as much as possible.
Seagate shipped 28.17 million hard drives and 152.3 exabytes in the second quarter of 2021, maintaining its number one position. However, Seagate’s sales only increased by 2.3% over the previous quarter. In contrast, according to Trendfocus’s data, Western Digital’s unit shipments increased by 9.2% (25.4 million), almost catching up with the competition, providing 148.43EB.
In fact, in terms of average hard drive capacity, Western Digital’s achievements are even more impressive. In the second quarter, each drive had a capacity of 6.13TB (compared to Seagate’s 5.67TB), which was higher than the 4.72TB in the first quarter. This shows that Western Digital has significantly increased its near-line/enterprise hard drive shipments and gained market share. In comparison, Toshiba’s hard drive has an average capacity of 3.75TB.
Exabyte shipments totaled a record 350.7EB, Based on Trendfocus and company data.
Record sales of high-capacity hard drives
It’s no secret that many client devices have switched to solid-state storage, so sales of all client HDDs have fallen. Therefore, it is not surprising that the sales of PC hard drives fell by 4.51% in the second quarter of 2021. Surprisingly, sales of 3.5-inch hard drives used in consumer electronics have increased by nearly 20%. Although we can attribute this to the growing popularity of Chia Agriculture (and cheap SMR drives), the average capacity of this type of HDD is about 3.88TB, which makes us a little pessimistic about this attribution.
A noteworthy value is the number of 3.5-inch HDDs sold for near-line and enterprise applications. Shipment volume was 19.31 million units, a record high, with a month-on-month increase of nearly 20%. Even more impressive is that the capacity of near-line HDD now accounts for almost 70% of EB shipments.
Another thing worth noting is that it seems that major customers have completed the certification of Western Digital’s energy-assisted hard drives, and the company has begun mass shipments. This explains Western Digital’s sales growth in units and (mainly based on context) exabytes.
The unit shipments of hard drives are growing, which is a good thing for hard drive manufacturers. Seagate and Western Digital executives did not predict further unit growth because the demand for chia seeds is unpredictable. HDD motor manufacturer Nidec is also pessimistic about the total HDD available market.
According to Trendfocus, Exascalers now consumes more than two-thirds of the HDD capacity, up to 243EB. The numbers here have a small caveat. Some of these drives ended up in the channel, which is why we were able to buy Seagate’s Exos and Western Digital’s Ultrastar on Amazon, despite the high prices.
Sales of consumer-grade PC-bound HDDs continued to decline.This is not surprising, because SSD manufacturers make almost every effort to reduce costs (including Transition existing products to 3D QLC NAND) And price (not to say that HDD manufacturers have not kept up with the SMR of drive management). Because the price is at this level, consumers and PC manufacturers prefer SSDs over HDDs due to performance and other factors.