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Although the market of personal computers dropped dramatically in the first quarter of 2013, sales of hard disk drives (HDDs) did not decrease that radically, according to preliminary results from Trendfocus, a market tracking company. Given that sequential shipments of HDDs were flat sequentially, analysts believe that the market has actually reached its bottom and there is nowhere to fall further.

According to Trendfocus, the total available market (TAM) of hard disk drives (HDD) in Q1 2013 was 135 million units, based on preliminary results that are very rough estimates at this point of time. Nearly flat sequential TAM indicates that market may have reached bottom, reports StorageNewletter.com web-site.

3.5" Desktop/CE HDDs

Desktop/CE HDD shipments fell slightly to 52 million HDDs in Q1 2013. The decline was very modest, dropping around 1 million units from the prior quarter reflecting only modest seasonal softening. Desktop HDD ASPs estimates posted minimal declines for the quarter, dropping approximately 4% to $49 per unit (this price may be adjusted when shipment mix is finalized). The pricing environment extended to other HDD segments as well, reflecting a consolidated industry's ability to manage supply in a weak demand environment.

2.5" Mobile/CE HDDs

Very weak PC ODM builds during the quarter triggered fear that the 2.5" mobile/CE HDD segment would be the primary driver to force the industry to slip beneath original total TAM forecasts of 132 million in Q1 2013. Fortunately, shipments of this form factor held onto flat sequential unit volumes, indicating that mobile PC demand for HDDs has hit a bottom at this time and may rebound slightly moving into the second half of the year. However, with Windows 8 not being able to stimulate any measurable PC refresh cycle, 2.5" mobile HDD demand will likely remain muted through CQ2. ASPs for the quarter also dipped only modestly from the prior quarter, falling to $50 (this price may be adjusted when shipment mix is finalized).

3.5"/2.5" Enterprise HDDs

 Traditional performance enterprise shipments fell slightly during the quarter, reflecting fairly conventional seasonal trends. Nearline, or capacity enterprise, HDDs continued to drive upward with demand from cloud datacenter (also referred to as webscale or hyperscale) customers increasing storage deployment modestly during the first calendar quarter of 2013. As a result, total enterprise HDD shipments shed less than 1 million units from the prior quarter, dipping just below 15 million HDDs. Based on a similar capacity and rpm mix as last quarter, enterprise HDD ASPs fell a few percent to $150-$155 range in Q1.

Company Highlights

Seagate

  • Preliminary shipment estimate:
    • approximately 57 million (down approximately 1 million Q-Q) 3.5" desktop/CE shipments were off modestly, shedding 1 million units to 28 million HDDs.
    • Mobile/CE HDD held at 23 million in Q1.
    • Enterprise HDDs remained at 7 million units for the second straight quarter.

Toshiba

  • Preliminary shipment estimate:
    • 20 million (up 10% Q-Q) 3.5" desktop shipments grew modestly to approximately 3 million units.
    • Mobile/CE shipments were up approximately 1 to 16 million units.
    • Enterprise volumes (mission critical and business critical) were consistent at just above 1 million.

Western Digital

  • Preliminary shipment estimate:
    • approximately 58 million (down slightly Q-Q) desktop/CE unit sales declined by 1 million HDDs to 22 million units.
    • 2.5" mobile/CE HDD shipments were nearly identical to the prior quarter at 30 million units.
    • Enterprise demand remained flat at approximately 6.5 million for the quarter.

Tags: HDD, Business, Seagate, Toshiba, WD, Western Digital

Discussion

Comments currently: 2
Discussion started: 04/13/13 06:15:19 AM
Latest comment: 04/13/13 11:13:05 AM

[1-2]

1. 
I think this news are the missing link about who is killing the PC. The answer is. NO ONE.

Smartphones and tablets are NOT killing PC market. PCs are now more than good enough, and that's why they don't sell as much as they used too.
Take a 4-5 year old quad core AMD or Intel. It can do about anything you want it to do. If it can't you add more memory, a hard disk or SSD, maybe a new video card with hardware acceleration for 3D, flash and movies and you are done. No reason to buy a new PC. So you upgrade the old one and the rest of the money you spent them on a tablet or smartphone because you don't have one already, or because the old smartphone or tablet is not good enough. You can't upgrade it.
1 0 [Posted by: john_gre  | Date: 04/13/13 06:15:19 AM]
Reply

2. 
Maybe cause of Western Digital and Seagate scamming the shit of us back in the Thailand flood, raising prices 300%
1 0 [Posted by: medo  | Date: 04/13/13 11:13:05 AM]
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