63 Million HDDs Shipped WW in 3Q20, +8% Q/Q

This is an Executive Summary of Information Services published by Trendfocus, Inc. on October 29, 2020.

Client Rebound Lifts HDD TAM to 63 Million in CQ3 ’20

HDD inventory carry-over, weak OEM end-demand and cloud transition pauses cut enterprise volumes

3Q20 WW HDD shipments

Vendor	HDDs in million	Q/Q growth	Exabytes	Market share
Seagate	25.82	-1%	114.48	40.8%
Toshiba*	14.56	+52.5%*	32.06	23.0%
WDC	22.93	-0.9%	100.82	36.2%
3.5″ enterprise	13.27	-13.7%	149.38	21.0%
2.5″ enterprise	2.50	-13.2%	3.13	3.9%
Total enterprise	15.77	-13.6%	152.51	24.9%
Total desktop	12.55	+3.6%	28.08	21.0%
Total mobile	21.86	+18.3%	34.15	34.5%
3.5″ CE	8.95	+58.1%	29.53	14.1%
2.5″ CE	4.18	-2.1%	3.09	6.6%
Total CE	13.13	+32.2%	32.62	20.7%
TOTAL	63.31	7.7%	247.36	100%

* Toshiba recovered from its Covid-19 constrained production output in 1CQ20.

Comments

The domination of Seagate continues in HDDs but in a shrinking market with only 3 players and being in rough competition with SSDs.

Here WD has the advantage to be successfully involved in SSDs. It's not the case for Seagate, a very small player in these silicon drives. And Toshiba is now only involved in HDDs, as SSD manufacturer Kioxia is now separated from Toshiba.

During 3Q20, HDDs suffering the most were devices for enterprises (-13.6% Q/Q). On the contrary desktop units grew slowly, and mobile - with highest market share at 34.4% in number of units shipped - and CE HDDs much faster, especially those in 3.5-inch form factor (+58.1%).