Best Analyst Firms for HDDs
Coughlin Associates, IDC or Trendfocus?
By Jean Jacques Maleval | November 15, 2023 at 2:03 pmHere we tried to compare the best 3 analyst firms on the WW HDD market with their figures for 2CQ23 and 3CQ23.
Coughlin Associates headed by Tom Coughlin, president, and member of the Compute, Memory and Storage Initiative at industry body SNIA
IDC with Edward (Ed) Burns, research director, HDD and storage technologies**
Trendfocus, analyst firm mainly or or HDDs and SSDs, created in 1993 by president Mark Geenen***
* C3Q 2023 Hard Disk Drive Industry Update
** IDC Worldwide 3Q23 HDD Shipment Results and Four-Quarter Forecast Update, Doc # US50021123, November 2023
*** WW HDD Units Fall 8% Q/Q to 29 Million in 3CQ23, Capacity Shipped Lifts to 196EB
As you can see below, there is a very small difference between the figures of the 3 competitors.
Analyst firm | Coughlin Associates | IDC | Trendfocus |
HDDs shipped in 3CQ23 in million | 28.6 | 28.7 | 28.7 |
Q/Q sequential growth of HDD unit shipments | -8.2% | -8.3% | -8.3% |
HDD exabytes shipped in 3CQ23 | NA | 196.3 | 196.2 |
Q/Q sequential growth of HDD exabyte shipments | +0.6% | +3.6% | +4% |
HDD ASP 3CQ23 |
NA | $102.73 | $108.1 |
HDD ASP 2CQ23 | NA | $93.24 | $95.9 |
Q/Q sequential growth of HDD ASP | +10.2% | +12.2% | +12.7% |
Seagate HDD market share in 3CQ23 | 44% | 46% | 42% |
Toshiba HDD market share in 3CQ23 | 19% | 14% | 22% |
Western Digital HDD market share in 3CQ23 | 37% | 40% | 36% |