2Q17 HDD Exabytes Rise to 159 Despite Lower Units Shipments of 96 Million – Trendfocus

Here is an abstract of a report entitled SDAS: HDD Information Service CQ2 ’17 Quarterly Update, published on August 10, 2017 by analysts of Trendfocus, Inc.

CQ2 ’17 HDD Exabytes Rise to 158.50 Despite Lower HDD Shipments of 96.19 Million August 16
Nearline HDD sales grow modestly to 9.93 million – upward trend expected to continue through CQ4

HDD Applications Matrix, 2CQ17

Mobile HDDs: Demand for mobile HDDs was seasonally soft, and unit shipments decreased by 11% from quarter-to-quarter to 35.04 million units. Higher 1TB volumes drove up average capacity from 1,001GB to 1,035GB for the quarter, but despite higher average capacity, the lower unit shipments impacted total capacity shipped, and exabytes dropped to 36.27 for the quarter. Revenue for the segment declined to $1.63 billion, or down 10% Q/Q. ASPs were up flattish at $46.

Desktop HDDs: Desktop HDD sales were also affected by seasonal desktop PC sales, and unit shipments declined to 22.50 million in 2CQ. As a result, revenues and exabytes shipped were lower for the quarter at $1.00 billion and 31.18EB, respectively. ASPs were flat at $44, but average capacity slipped to 1,386GB for quarter.

Enterprise HDDs: Total enterprise exabytes rose to 60.71 overcoming slightly lower unit shipments of 15.54 million. Nearline HDD volumes posted modest growth of 1% to 9.93 million units. Performance enterprise HDD units declined another 6% from the prior quarter to 5.61 million units due to the continued seasonal and external storage weakness. Average capacity for performance enterprise rose to 838GB, while nearline increased more than 600GB Q/Q to 5,640GB. Total revenue for the segment improved nearly 13% from the prior quarter to $2.33 billion.

Consumer Electronics (CE) HDDs: The strength of 2.5″ game console HDD sales lifted total CE HDD sales in CQ2. Unit shipments grew 21% sequentially, to 23.11 million. 3.5″ CE HDD shipments fell nearly 10% sequentially to 9.57 million while 2.5″ CE HDD volumes skyrocketed to 13.54 million reflecting a 61% Q/Q growth. Average capacity of 3.5″ CE HDDs eased to 2,131GB while 2.5″ CE average capacity rose to 735GB. Total capacity shipped increased to 30.34EB, while revenues rose to $1.06 billion for the quarter.

HDD Supplier Summary by Form Factors
(units in million, revenue in $ billion)