Apr 18, 2023 08:30:00

Global HDD shipments fell by 35% year-on-year

It turns out that HDD shipments in the first quarter of 2023 dropped significantly by 35% compared to the same period last year. In particular,

nearline HDDs, which are the main products for manufacturers, have fallen by 54.3%, showing a drop of more than half.

HDD Sales Crater, Drop 35% Year-over-Year | Tom's Hardware
https://www.tomshardware.com/news/sales-of-hdds-drop-35-percent-year-over-year

Summarizing the numbers, it looks like this, and overall the number of HDD shipments is on the decline. The reason for this is that PC makers and home appliance makers avoid uncertain demand and are cautious about acquiring new hardware.

	Q1 2023	Q1 2022	Rate of change
near line	10.2 million units	18.8 million units	-54.3%
PC client	22.5 million units	31.25 million units	-28%
3.5 type	12.5 million units	16,447,000 units	-twenty four%
2.5 type	10 million units	24,925,000 units	-33%

In particular, nearline HDD sales are steadily declining to 18.8 million units in the first quarter of 2022, 10.51 million units in the fourth quarter of 2022, and 10.2 million units in the first quarter of 2023. However, HDD maker Seagate CFO Gianluca Romano said in a conference call that shipments will increase in the future.

The 2.5-inch HDD has decreased by 33% from the previous year, but this follows the trend that the market share of HDD itself is decreasing in PCs and home appliances.

It is like this when it is a number by supplier. The top share is Seagate with almost 45%, the second place is WD (Western Digital) with about 36.4%, and the third place is Toshiba with about 19%.

supplier	Number of HDD units	year-on-year
Seagate	15 million to 15.5 million	-34.7% to -32.6%
Toshiba	6.3 million to 6.7 million	-37.2% to -33.2%
WD	12.2 million to 12.7 million	-38.2% to -35.6%
total	33.5 million to 34.9 million	-36.5% to -33.9%