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Hard drive industry sales will fall 12% in 2013 to $32.7B, IHS predicts, as both slumping PC...

Hard drive industry sales will fall 12% in 2013 to $32.7B, IHS predicts, as both slumping PC demand and growing solid-state drive (SSD) adoption take a toll. The low valuations given to Seagate (STX) and Western Digital (WDC), as well as controller suppliers Marvell (MRVL) and LSI, makes it clear the Street sees an industry in long-term decline - all four are working to grow their SSD exposure (I, II), but competition is intense. IHS thinks WDC could eat into STX's 50% share of the high-margin enterprise HDD market thanks to its helium drives.
Comments (18)
  • The only thing SSD's don't beat Disk HD in is price.
    5 Feb 2013, 01:25 PM Reply Like
  • and capacity
    5 Feb 2013, 01:27 PM Reply Like
  • Capacity goes back to price in my opinion you just need to buy more SSD's to match a single HD's unit..


    But honestly how many "average" users need more than 500gb of local storage.
    5 Feb 2013, 01:31 PM Reply Like
  • I remember my first PC, 2Mb RAM, 10MB HD. People were saying the same thing back then.
    6 Feb 2013, 04:48 AM Reply Like
  • Tandy 1000 for my family we used to play a game called "slueths" and you were a blip on the screen investigating murders (kinda of like the game clue).
    6 Feb 2013, 08:33 AM Reply Like
  • bah. 640k is all you will ever need...
    6 Feb 2013, 09:04 AM Reply Like
  • this is a pretty interesting paper from IBM
    Areal density is still projected to be higher in HDD for the near future without regard $/GB. And to anyone with a video camera or who backs up their data, I think 500GB is not that much. Even with h.264, 1080p video takes up a lot of space! The current high end ~500GB SSDs cost about $500 which is unrealistic for most people.
    5 Feb 2013, 01:42 PM Reply Like
  • Completely agree, anyone who is heavy into saving videos to their computers rather than an external drive or cloud storage would definitely want an HDD.


    And the SSD cost is somewhat prohibitive right now but in 5 years 10 years I don't think that'll be the case.
    5 Feb 2013, 01:49 PM Reply Like
  • Yeah. I haven't bought a computer with a HDD at work in several years. Hard to go back to a HDD once you've gone SSD.
    5 Feb 2013, 03:17 PM Reply Like
  • Listen to Seagate's recent quarterly earnings conference call replay on their website. Or to Western Digital's. You'll find that Xabytes of data being stored are growing faster than aereal density on storage media. Contrary to the original poster's intrepretation, the long term demand curve for hard drive data storage is still clearly an up-slope. Because of cost/capacity and reliability advantages, Hybrid (ssd + hdd) storage is moving INTO the mobile market and starting to take share from ssd, not the other way around.. A slow quarter or two given Windows 8 punk acceptance, sure. Long term the trend is still irrefutably up. Data in the "cloud" is all HDD data and growing at an accelerating pace.
    5 Feb 2013, 03:53 PM Reply Like
  • That is where data deduplication comes in to play. The other trend in enterprise storage has been hybrid storage too. That is coming at the expensive of vendors expensive high RPM SAS/FC drives to a combination of SSD and slower SATA drives. I would assume they have a higher margin on those high RPM drives but maybe they will make up with it by shipping more SATA drives.


    Hybrid hard drives sound great in theory but the reviews of the Seagate ones were universally terrible. Hopefully the WD ones will be better as I am in need of a HDD upgrade but no desire to pay $500+ for a 512GB SSD!
    5 Feb 2013, 05:21 PM Reply Like
  • how about price with ssd ,
    5 Feb 2013, 04:30 PM Reply Like
  • I would like to add ... I originally purchased for myself 4 smaller drives that I put in a RAID stripe ... I then bought a storage drive ... but ... if you've ever had a drive fail you know what it's like to not have a backup ... so I bought 2 - 1.5 TBs to have a back up ... those soon became full ... (;p) ... and no, it's not a bunch of porn ... (;p) ... so I then bought 2 - 2 TB drives ... I am now running EIGHT hard drives ... and just last week one of my 2 TBs developed a bad sector ... no problem ... I had a copy ... The SSDs are superior in speed ... but with the advent of HD cameras and Camcorders on our smart phones more and more people are going to be buying more storage ... cloud has too many problems ... mainly speed and security ... SSDs are too small and too expensive ... I'm long STX and WDC
    5 Feb 2013, 06:09 PM Reply Like
  • so you are of the belief that the average household uses 4 TB's of storage ?
    5 Feb 2013, 08:24 PM Reply Like
  • Actually - more like 7 TBs ... (;p) ... half of which is back up so it's actualy 3.5 TBs ... Average household ... probably not ... but for myself ... I have a home theater and have purchased from Amazon over 200 movies over the years ... I also have an extensive collection of "non fiction" videos ... History Channel ... Discovery Channel ... etc ... admitted, I am not in the bell curve, but I know, scratch that, feel that I am far from alone with many on the same road just behind me ... not to mention small to medium business concerns ...
    6 Feb 2013, 09:26 PM Reply Like
  • You certainly not alone as I have about 2TB's of movies/shows myself I just don't see it going mainstream average household only needs 500gb probably anything more and it's probably not used...


    And if it isn't mainstream then it's niche and while it can be profitable and investors could make money it needs to be more closely watched.


    I think speed and efficiency will dominate the needs rather than storage space.
    7 Feb 2013, 08:50 AM Reply Like
  • cant u stream them on netflix?
    8 Feb 2013, 11:07 PM Reply Like
  • where I am came from, the organization has not stop buying HDD. there are companies that start out without data resiliency or tape backups.. and soon upgrading to better backup with hdd.. so what do they do? increase purchase of HDD


    I believe the trend is still :
    1. Companies are continuing to buy more hdd because of
    - growth and the need to make duplicates for resiliency purpose.
    - cost of hdd is going down. data backup strategies has a lot of hdd involved to stage the data and then archive into the slower tape catridges.


    2. The data online is yet to be well organised and continue to pile up, despite technology for deduplication (its huge effort), i have not seen it in the main stream yet.


    my 2cents.
    6 Feb 2013, 06:25 AM Reply Like
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