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% |