Exhausting drive unit gross sales have been typically trending down for years, however the fee of decline might have simply accelerated sharply. From 2017 – 2020, the HDD market fell by 7-18 p.c per yr. 2021 bucked that pattern, with drive gross sales holding regular, however Q2 2022 shipments are a lot decrease than this time final yr. Enterprise drive demand has principally held regular, however the backside dropped out of different markets.
The location StorageNewsletter tracks drive shipments throughout consumer and enterprise for the three remaining HDD producers. It reviews that simply 45 million arduous drives are believed to have shipped in Q2, down from a peak of 162 million drives in 2010. The report emphasizes “consumer” demand is softening, so this principally applies to PCs and laptops. Demand for inner and exterior HDDs for customers fell over 30 p.c year-over-year (YoY). General, the full shipments for the quarter had been simply 13 million items. The “weak point” in demand was felt throughout surveillance, PCs, and retail drive sectors.
The toughest hit market was the two.5″ marketplace for cellular gadgets. It suffered a painful 40 p.c drop quarter-to-quarter. The evaluation notes this sharp discount in drive shipments was pushed largely by two elements: Gentle retail demand and a pointy decline in PC shipments. The authors additionally spotlight the cellular business’s transfer to flash-based storage as an alternative of HDDs. Whereas that transition has been taking place for years, it could be accelerating on the low finish of the market. Microsoft’s That’s a transition that has been ongoing for a few years. Nonetheless, it now seems to be accelerating. This additionally comes at a time when Microsoft is urging PC makers to cease utilizing HDDs for boot drives. It’s not a stretch to imagine these two occasions are associated.
The one market that also appears to be comparatively unaffected by financial jitters and the transfer to SSDs is enterprise. The report states “efficiency enterprise” demand solely dipped “barely.” In the meantime, nearline shipments remained “flat” general, at 19 million items shipped. That is regardless of distributors nonetheless holding stock from the earlier quarter, and softening demand from OEMs. Shopper demand for HDDs is dropping, however the nearline and enterprise segments will use spinning disks for years to come back. SSDs are nonetheless inferior to HDDs so far as capability/worth goes, and whenever you’re speaking a couple of knowledge middle or storage at scale, it’s clear the arduous drive might be round for some time but.