C4Q MONTY MONDING 2024 HDD

These data are in HDD Consignments C4Q 2024 by Feb 2025 Digital storage technology bulletin.

Total HDD deliveries to C4Q 2024 decreased about 1.3% compared to C2Q 2024 (31.7m versus 32.1m). Total exabytes sent to C4Q 2024 increased about 7.2% from C3Q 2024, driven by the largest HDD sales of mass storage, such as Nearline line drives. HDD income (estimated at $ 5.7b) increased about 8.6% from the previous quarter. This quarter continued the growing trend in the shipments of Exabyte, as well as the income, which began four quarters earlier, although total remittances were lowered to Q4 due to the reduction of HDD inheritance demand. Nearline HDD deliveries were raised from the previous trimester.

For the 2024 calendar year, HDD total deliveries were 123.9 million units, with 1.6% out of 2023. This was the first increase in HDD annual remittances since 2014, driven by the increase in Nearline line storage. The total exabytes sent in 2024 were 1,337eb (1.34zb), with 49% from 2023. HDD income in 2024 was $ 19.8b, with 48% from 2023, in accordance with the increasing disks with higher prices.

Seagate said their HDD income was $ 2,169b in a quarterly HDDS mass capacity, which accounts for 87% of revenue (as was the case in the previous quarter). The total storage capacity sent was 150.8eb with 140TB for mass capacity and 125.8TB for HDD, the 10.8TB balance was sent for inheritance applications. The average HDD capacity was 11.6TB with average capacity capacity in mass capacity at 15.0TB and average inheritance capacity at 3.0TB. The company sent about 13 million units a quarter with an asp of $ 166.00.

Western Digital reported that their total HDD EB deliveries increased by 7% from the previous quarter (estimated this in 197.7eb) and that they had sent 154eb to NEARLINE Storage. They also said they sent client calculation units 2.1 million, consumer units were 2.1m and the data center (Cloud HDD unit shipments) were 9.3m. This means that the average capacity of their near HDD was about 16.6tb. The company’s ASP was $ 172 (with 4.9% from the previous quarter to $ 164) and higher than the Seagate. HDD total income was $ 2,409B. The cloud storage was about 55% of the company’s revenue in this quarter (compared to 53% in the previous quarter).

We saw an average increase in sales 6.1% (ASP) for HDD from C3Q 2024 to C4Q 2024. ASPs are now at higher levels than seen in late 1998 due to increased high capacity demand, ASP, HDDs as shown in the figure below.

The figure shows market share 2024 HDD (from units). The Toshiba market share a total of 2024 was about 19% with seagates at 40% and Western Digital with 41%.

The figure below shows high, average and low estimates of the total unit unit ratings by 2030. Digital Western Digital sent 50.5 million units and 197.7 Exabytes, Seagate sent 49.7 million units and 150.8 exabytes, and Toshaba sent 23.8 million units and 39.1 exabyte.

The figure below shows the product notice of the maximum areal density for three -month compared to the lines that represent the increase in Areal’s density. The actual seagate Hamr HDD capacity is 36TB capacity (using SMR) and 10 Disks SMR WDC 28TB 28TB have about 1.4 tbpsi, so in the size of 36TB drives as 1.8Tbpsi, another dende high point. Moreover, the Seagate announced a lab demonstration of 4 tbpsi in early 2024.

In 2024, the demand was greater than the supply and both seagates and Western Digital indicated that they were making long -term agreements with customer customers and data center to deal with demand, without bringing excess or unemployed internet capacities.

In 2024, HDD total deliveries increased by 1.6% by 2023. The total exabytes sent increased 49% from 2023. HDD revenue in 2024 to 48% from 2023, in accordance with increasing discs at higher prices.