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2Q22 HDD Capacity Shipped Dips 2% to 319EB Q/Q

Units decline 15% to 45 million.

Here is an abstract of a report, SDAS: HDD Information Service CQ2 ’22 Quarterly Update – Executive Summary, August 9, 2022, by Trendfocus, Inc.

CQ2’22 HDD Capacity Shipped Dips 2% to 319EB,
Units Decline 15% to 45 Million

Despite weak client and OEM demand,
transition to higher capacities raises nearline to a record 258EB

  • Seagate‘s capacity shipments held flat Q/Q at 154.67EB despite units falling 14% over the same period to 19.88 million HDDs. Nearline units declined 5% to 8.61 million, but a higher product mix lifted capacity shipments 4% sequentially to 123.63EB. Performance enterprise (2.5″ enterprise) fell 10% Q/Q to 1.63 million units, while improved NAS and surveillance HDDs drove an 8% sequential increase 3.5″ CE HDDs. All other segments declined by double-digit percentages on weak consumer spending and continued SSD adoption in a weakening PC market. Average nearline capacity of 14.4TB jumped 1.2TB from the prior quarter driving a 1.2TB average HDD capacity rise to 7.8TB. Seagate’s HDD unit share rose 100 basis points from the prior quarter to 44.6%. Nearline share inched down 20 basis points to 47.8%.
  • Toshiba‘s capacity shipments of 36.18EB plunged 15% Q:Q while units fell 17% over the same period to 8.29 million, reflecting market-wide weakness in client demand. The company’s nearline shipments fell 17% Q/Q to 2.09 million units while capacity shipped of 26.88EB declined 15% sequentially. Performance enterprise inched down 3% Q/Q to 0.79 million units. Average HDD capacity rose more than 100GB Q/Q to 4.4TB, while total unit share declined 40 basis points to 18.6%. Nearline share fell 190 basis points Q/Q to 11.6%.
  • A 140-basis point share gain in nearline HDD units helped to lift Western Digital‘s total HDD capacity shipments by 1% Q/Q to 128.51EB even as sequential units fell 17% to 16.48 million HDDs. All other segments declined by double-digits percentagewise during the quarter, including 3.5″ CE which contains surveillance HDD units. Total unit share fell 50 basis points to 36.9%. Average HDD capacity of 7.8TB jumped 1.3TB Q/Q on the account of a 1TB increase in average nearline capacity and a smaller mix of lower capacity client HDDs.

2Q22 WW HDD shipments

Vendor HDDs in million Q/Q change Market share Exabytes shipped
Seagate 19.88 -13.5%
44.5% 154.67
Toshiba 8.29 -17.3%
18.6% 36.18
WDC 16.48 -16.6% 36.9% 128.51
TOTAL 44.65
100.0% 319.35

(Source: StorageNewsletter.com with figures of Trendfocus)