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President

Thomas Coughlin

Coughlin Associates

Thematic (Sector/Industry)

Laos Technology hardware, storage and peripherals / Thematic (Sector/Industry)

<p>High capacity HDDs, particularly nearline drives for enterprise and hyper scale data centers are the one growth area for HDDs going forward.  We project that growth in demand for nearline storage could stop the decline in HDD shipments by 2024-2025.   The growth of capacity-oriented nearline drives will result in more components per drive out to 2025.  We project that total shipments of heads and media will exceed the peak in 2014 by 2024-2025, largely due to the growth of high capacity (many heads and media) hard disk drives.</p>

High capacity HDDs, particularly nearline drives for enterprise and hyper scale data centers are the one growth area for HDDs going forward.  We project that growth in demand for nearline storage could stop the decline in HDD shipments by 2024-2025.   The growth of capacity-oriented nearline drives will result in more components per drive out to 2025.  We project that total shipments of heads and media will exceed the peak in 2014 by 2024-2025, largely due to the growth of high capacity (many heads and media) hard disk drives.

HDD C3Q Results, Continued Decline in Units but Growth in High Capacity HDDs

Technology Hardware, Storage and Peripherals

HDD C3Q Results, Continued Decline in Units but Growth in High Capacity HDDs