WW HDD Shipments to Be Up From 6% to 9% in 3Q15 From 2Q15 - Trendfocus

Analyst company Trendfocus, Inc. has published its preliminary 3Q15 HDD results on July 7, 2015, in its SDAS: HDD Information Service.

HDD Sales Post Measureable Q/Q Growth

CE shipments grow on increased gaming demand, enterprise HDDs soften for both performance and nearline, while desktop and mobile HDDs increase ahead of seasonal PC builds

3.5″ Desktop HDDs: Total desktop HDD shipments (including 3.5″ external HDDs) rose on a stabilizing desktop PC market. Shipments increased around 2 million units form the prior quarter to approximately 31 million HDDs.
2.5″ Mobile HDDs: Despite weak PC builds earlier in CQ3, the quarter finished off strong with the release of new Windows 10 machines and builds for CQ4 holiday sales. For the quarter, mobile HDDs increased roughly 2 to 3 million units to around 46 million HDDs.
CE HDDs: CE HDDs: Shipments of CE HDDs for game consoles usually peak in the third calendar quarter and in 3CQ3 2015 lived up to expectations. Combined with stability in other CE categories, total shipments were up approximately 4 million units to around 25 million HDDs in the quarter.
3.5″/2.5″ Enterprise HDDs: Enterprise HDDs: Both performance enterprise and nearline (capacity) enterprise HDDs fell sequentially, for the second straight quarter. For CQ3 2015, though, the nearline (capacity) HDD shipments dipped.

Vendors	Preliminary 3Q15
Seagate	47.00 -48.00
% Change (Q-Q)	3.8% – 6.0%
% Change (Y-Y)	-20.8% – -19.1%
Market Share	40.9% – 39.8%
Toshiba	19.00 -20.00
% Change (Q-Q)	14.4% – 20.4%
% Change (Y-Y)	-17.3% – -13.0%
Market Share	16.2% – 16.6%
WDC	51.50 -52.50
% Change (Q-Q)	6.1% – 8.2%
% Change (Y-Y)	-20.5% – -18.9%
Market Share	43.8% – 43.6%
TOTAL	117.50 -120.50
% Change (Q-Q)	6.4% – 9.1%
% Change (Y-Y)	-20.1% – -18.1%

WW HDD Shipments to Be Up From 6% to 9% in 3Q15 From 2Q15 – Trendfocus

But down 18% to 20% Y/Y