WW HDD Market Expected to Be Down Yearly 23% to 26% at Around 62 Million Units in 3Q20

In its SDAS: HDD Information Service, Preliminary 3CQ20 Quarterly Update, published on October 9, 2020, analyst company Trendfocus, Inc. wrote notably:

Modest Rise in Client HDDs Lift TAM to 62 Million
Toshiba Output Rebounds Following Prior Quarter Restrictions

3CQ20 preliminary WW HDD shipments

Vendor	Units shipped in million	Q/Q growth	Y/Y growth	Market share
Seagate	24.30 – 25.40	-6.8% – -2.%	-27.2% – -23.9%	39.4% – 39.9%
Toshiba	14.30 – 14.55	49.7% – 52.4%	-29.3% – -28.1%	23.2% – 22.9%
WDC	23.00 – 23.70	-0.6% – 2.4%	-21.6% – -19.3%	37.3% – 37.2%
TOTAL	61.60 – 63.65	4.8% – 8.3%	-25.8% – -23.3%	100% – 100%

Comments

As you can see in the figures above, the ranking continues to be the same, and since a long time, with ≠1 being Seagate, then ≠2 WD and ≠3 Toshiba.

But this later increased drastically its market share after declining since several quarters, especially in 2CQ20 where the company encounters export restrictions.

The HDD WW market is continuing to be in bad shape, down now more than 20% Y/Y, being enabled to counterattack SSDs, exception being high capacity 3.5-inch HDDs as usual.

But, in 3CQ20, 2.5-inch units benefit from the not surprising strength of notebooks used by fast growing remote workers due to Covid-19.