HDD Shipments Drop to 45 Million, Down 31% to 35% Y/Y

Here is an abstract of a report, SDAS: HDD Information Service, Preliminary CQ2’22 Quarterly Update, July 7, 2022, by Trendfocus, Inc.

HDD Shipments Drop to 45 Million
on Weakening Client Demand

• 3.5″/2.5″ Enterprise HDDs: While OEMs carried inventory over from the prior quarter and experienced some weakening of demand along with continuing system component shortages in some cases, performance enterprise HDD demand only dipped slightly, falling to around 2.5 million units for the quarter. Nearline shipments held essentially flat at around 19 million despite mixed hyperscale and softening OEM demand.
• 3.5″ Desktop/CE HDDs: Total 3.5″ desktop/CE HDD shipments (including 3.5″ external HDDs) plunged to approximately 13 million units with weakness spanning surveillance, PC and retail. The sequential reduction represents a drop of well over 30%.
• 2.5″ Mobile/CE HDDs: Preliminary information indicates that 2.5″ mobile/CE HDD shipments suffered the largest Q/Q reduction, plummeting an estimated 40% Q/Q to around 11 million units. Serving only niche categories, 2.5″ CE shipments represent only a tiny fraction of the total. The bulk of the shipment reductions were caused by weak retail shipments as well as a softening PC market that has largely shifted to flash-based storage solutions.

2Q22 WW HDD shipments

Vendor	HDDs in million	Q/Q change	Y/Y change	Market share
Seagate	19.80 – 20.60	-13.8 – -10.4%	-29.7% – -26.9%	44.7%- 44.3%
Toshiba	8.00 – 8.60	-20.2% – -14.3%	-42.8% – -38.5%	18.1% – 18.5%
WDC	16.50 – 17.30	-16.5% – -12.4%	-34.6% – -31.4%	37.2% – 37.2%
TOTAL	44.30-46.50	-16.0% – -11.9%	-34.2% – -31.0%

*Preliminary data – values may change.