WW 4CQ22 HDDs Units Slip 6% at 36 Million
StorageNewsletter.com, February 9th, 2023
This is SDAS: HDD Information Service; CQ4 '22 Quarterly Update - Executive Summary, published by Trendfocus, Inc. on February 2, 2023
With units slipping 2% Q/Q to 15.35 million HDDs, an 8% reduction in sequential nearline units resulted in Seagate's 5% Q/Q capacity reduction to 112.52EB even as average nearline capacity held flat at 15.5TB. Performance enterprise rose 4% Q-Q while solid branded increases, illustrating improved retail spending, offset declines in other categories such as surveillance (in 3.5″ CE). Average HDD capacity of 7.3TB dipped 3% sequentially on the reduced contribution of nearline HDDs; however, Seagate posted the smallest percentage reduction for nearline unit shipments, resulting in a nearly 10 percentage point share gain to 51%. Total HDD share of 42% rose just under 1.5 percentage points Q/Q.