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Dr. Robert N. Castellano, president of The Information Network (http://www.theinformationnet.com/), received a Ph.D. degree in solid state chemistry from Oxford University (England). He has had ten years experience in the field of wafer fabrication at AT&T Bell Laboratories and Stanford... More
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  • Western Digital Could Lead Hard Drive Market In 2009 0 comments
    Aug 2, 2009 09:31 PM | about stocks: STX, WDC, TOSBF.PK, FJTSY.PK

    Hard disk drive (HDD) manufacturers are repositioning themselves in this Great Recession, which will impact market share leadership in 2009.

     

    We pointed out in a Seeking Alpha article of February 18, 2009 that Toshiba would move into first place in 2.5-inch hard drive with purchase of Fujitsu’s business.  Now, two quarters later Western Digital could move into first place in the overall HDD business for calendar year 2009 on a unit basis.

     

    Unit Shipments

    Sept – 2008

    Dec - 2008

    Mar – 2009

    June 2009

    Western Digital

    39,400,000

    35.500,000

    31,600,000

    40,000,000

    Seagate

    48,000,000

    37,000,000

    38,000,000

    40,600,000

     

     

    The market for 2009 is about product mix.  Seagate leads in the desktop and the enterprise markets, which are down for 2009, while Western Digital has focused on non-desktop applications, primarily the 2.5-inch form factor for mobile and CE, which are up in 2009.

     

    We estimate that Western digital has increased its lead in the 2.5-inch HDD space to 30% this past quarter compared to Seagate’s 21%.  Seagate held a 41% share of the desktop market and a 61% share of the enterprise market.

     

    While the overall HDD market grew 17% sequentially in the second quarter, Seagate grew only 7% while Western Digital grew 27%.

     

    For 2009 we forecast the total HDD market to reach 600 million units, up 9% from 2008.

     

    No positions
    Stocks: STX, WDC, TOSBF.PK, FJTSY.PK
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