Will Seagate and Western Digital’s Hard Drive Shipments Increase?


Jan. 17 2017, Updated 10:35 p.m. ET

Market shipments projected between 112 million and 113.5 million units

According to Storagenewsletter.com, worldwide HDD (hard disk drive) shipments are expected to be in the range of 112 million to 113.5 million units in calendar 4Q16, which ended in December 2016. While shipments are expected to fall approximately 1.4% quarter-over-quarter (or QoQ), they’re expected to fall 1.1% to 2.4% YoY (year-over-year). The storage segment has seen a decline in HDD shipments over the last few years. HDD shipments have fallen from 163 million units in 1Q10 to 138 million units in 1Q14 and 125 million units in 1Q15.

HDD shipments fell to approximately 100 million units in 1Q16.

Three major players in the global HDD market

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The worldwide HDD markets consist of three major players—Seagate (STX), Western Digital (WDC), and Japan’s (EWJ) Toshiba (TOSYY). Western Digital leads the market with a share of 42%, followed by Seagate at 35% and Toshiba at 23%. According to research by Storagenewsletter.com, Seagate’s shipments will fall significantly by 14% to 15% YoY and will be between 39 million units and 39.5 million units for 4Q16. This change, however, means a marginal rise QoQ of 0.1% to 1.4% in unit shipments.

Western Digital is projected to ship between 47 million to 47.5 million units. This forecast represents a fall of 1% QoQ and a fall of 4.4% to 5.4% YoY in unit shipments for 4Q16. Toshiba is projected to sell between 26 million and 26.5 million units in 4Q16. This range indicates a fall of 2.1% to 3.9% QoQ and a rise of 35.9% to 38.5% YoY for the firm.


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