Summary

HDD quantity of delivery under NB and the consumption electronic products demand leads, maintains 10~15% year growth rate, the hard disk quantity of delivery growth rate reaches as high as 18.9% in 2007, however because, on the other hand actually also the price competition day by day intensifies, causes the income earning to worsen, causes the hard disk market also to blow the purchase wind, even touches the related components factory. Stops to 2008, after eliminated and the conformity many times, the global hard disk entrepreneur from 41 in 1990, reduced to Seagate, WD, Hitachi Global Storage Technologies; HGST, Samsung, Toshiba and Fujitsu, Total 6. Seagate purchases and takes over Maxor after May, 2006, reaches as high as 35% of the global hard disk market in 2007. Fujitsu is the lowliest place in the hard disk market, because of hard disk enterprise deficit again and again, so that Toshiba is the most powerful customer to take over the Fujitsu hard disk enterprise.

Analysis

SSD, embedded system, IT/ CE will replace HDD after fixing the outstanding issues of MLC/ SLC Flash memory/ data storage, controller and I/O interfaces in the coming three years.

Chuen-Yi Wang consults with leading institutions through GLG

Chuen-Yi Wang, Former Vice President

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Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.

 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.