Description
This report focuses on the entire hard disk drive market food chain, analyzing the markets for hard disk drives, substrates, and thin film heads. Solid State Drive markets are analyzed. Processing issues in the manufacture of each of these sectors is included and the report details the CMP and Lithography sectors of thin film head processing. Market forecasts of all sectors are detailed and market shares for HDDs and SSDs are presented.
The ongoing supply and demand imbalances within flash have created a challenging pricing environment for major players. With Samsung, Intel, Micron, and SK Hynix there is also the risk that competitors will beat Western Digital to producing novel silicon products (such as Intel and Micron’s 3D XPoint) that further curb the firm’s ability to benefit from flash. Most importantly, despite the addition of SanDisk, Western Digital still relies on HDDs for the majority of its revenue. The attach rate for SSDs within PCs are increasing at a steady rate while HDDs are in secular decline themselves. Enterprise storage provides a significant opportunity for the firm in the near-term, with nearline or business critical storage demands increasing, but should energy efficiency concerns within data centers and hyperscale cloud players increase, this opportunity may quickly evaporate.
TABLE OF CONTENTS
The Hard Disk Drive (HDD) and Solid State Drive (SSD) Industries: Market Analysis And Processing Trends
Chapter 1. The Disk Drive Market Infrastructure
Chapter 2. The Hard Disk Drive Industry
2.1. Hard Disk Drive Trends
2.2. Hard Disk Form Factors
2.3. Hard Disk Drive Market Analysis
2.3.1. Desktop PCs
2.3.2. Portable PCs
2.3.3. Enterprise
2.3.4. Consumer Electronics
2.4. Competitive Structure
2.4.1. HDD Market Share
Chapter 3. The Solid State Drive Industry
3.1. Solid-State Drives (SSD) Trends
3.2. Solid-State Drives Market Analysis
3.3. NAND Forecast
3.3.1. Comparison of 3D-NAND Structures
3.3.2. SSD Capacity Forecast
Chapter 4. Recording Heads
4.1. Thin Film Read/Write Heads
4.1.1. Thin Film (TF) Heads
4.1.2. Magnetoresistive (MR/AMR) Heads
4.1.3. Giant Magnetoresistive (GMR) Heads
4.1.4. Colossal Magnetoresistive (CMR) Heads
4.1.5. Current-Perpendicular-To-Place (CPP) Heads
4.1.6. Ballistic Magnetoresistance (BMR) Heads
4.2. Trends
4.3. Recording Head Market Forecast
Chapter 5. Processing Trends And Markets
5.1. Head Processing
5.1.1. Head Fabrication – CMP, Deposition, Lithography
5.1.1.1 CMP Challenges
Ceria Slurry For Glass Disk Market
Oxide Slurry For Metal Disk Market
Oxide Slurry For Thin Film Head Market
5.1.1.2 Lithography Challenges
5.2. HDD Technology Roadmap
5.2.1. Introduction
5.2.2. Perpendicular Magnetic Recording (PMR)
5.2.3. Shingled Magnetic Recording (SMR) Technologies
5.2.4. Two Dimensional Magnetic Recording (TDMR)
5.2.5. Heat-Assisted Magnetic Recording Technology (HAMR)
5.2.6. Microwave Assisted Magnetic Recording (MAMR)
5.2.7. Heated-Dot Magnetic Recording (HDMR)
5.3. NAND Processing
5.3.1. 2D NAND Processing
5.3.2. 3D NAND Processing
5.3.2.1 Etch Challenges and Market Forecast
5.3.2.2 Deposition Challenges and Market Forecast
5.4. 3D ReRAM Challenges
Chapter 6. The Media Market
6.1. Industry Trends
6.2. Media Profiles
6.3. Media Market Supplier Shares
Chapter 7. The Substrate Market
7.1. Platter Substrate Materials
7.1.1. Aluminum Disks
7.1.2. Glass Disks
7.2. Substrate Market
7.3. Substrate Suppliers
7.4. Glass Substrate Supplier Shares
LIST OF FIGURES
1.1. Hard Disk Drive Infrastructure
2.1. Hard Disk Drive Roadmap
2.2. Decrease In Average Price Of Storage
2.3. Heads Per Drive
2.4. Increase In Areal Density
2.5. HDD Market Forecast By Form Factor
2.6. HDD Market Percentages By Form Factor
2.7. Platter Forecast
2.8. Ratio of Platter to HDDs
2.9. Forecast of Desktop Computers
2.10. Forecast of Portable Computers
2.11. HDD Supplier Market Shares
3.1. Change In Memory Cost For HDD and NAND
3.2. Revenues For HDD and NAND
3.3. ASPs For HDD and NAND
3.4. Process Steps For Samsung’s 3D NAND
3.5. Technology Challenges for Planar NAND Manufacturing
4.1. Detailed Structure Diagram Of A GMR Head Assembly
4.2. (A) CIP Recording Head Structure (B) CPP Head Structure
4.3. Evolution Of Slider/Air Bearing Surface
4.4. Evolution Of HDD Recording Head Formats
4.5. Market Forecast Of Recording Head Consumption
4.6. Heads Per Drive Forecast
4.7. Market Share Of Head Suppliers
5.1. Thin Film Head Structure
5.2. Critical Features In Thin Film Head Structure
5.3. Spin Valve Head Structure
5.4. Cross-Sectional View TFH Stacks
5.5. Cross-Sectional View Of A TFH Design
5.6. CMP Removal Rates For TFH Wafer Polishing
5.7. Total Slurry Consumption For HDD Forecast
5.8. Critical Lithography Trends In Thin Film Heads
5.9. ASTC Technology Roadmap
5.10. Emerging HDD Technologies
5.11. Shingled Magnetic Recording (SMR)
5.12. Two Dimensional Magnetic Recording (TDMR)
5.13. Heat-Assisted Magnetic Recording Technology (HAMR)
5.14. Microwave Assisted Magnetic Recording (MAMR)
5.15. Heated-Dot Magnetic Recording (HDMR)
5.16. NAND and DRAM Spend As Percentage Of Total
5.17. Building Blocks Of NAND Memory
5.18. Capped Cell Structured Memory
5.19. 3D NAND Cell String
5.20. 3D NAND Staircase Vias
5.21. Different 3D NAND Architectures
5.22. Steps In Making A Vertical String (BICS)
5.23. Steps In Making A Vertical String (TCAT)
5.24. Emerging Non-Volatile Memory Comparison
6.1. HDD Media Structure
6.2. Market Shares Of Media Suppliers
7.1. HDD Platter Demand
7.2. HDD Shipment Forecast By Media Type
7.3. HDD Shipments By Media Type As Percentage Of Total
7.4. Glass Substrate Market Shares
LIST OF TABLES
2.1. HDD Shipments by Form Factor
2.2. HDD Shipments by Substrate Material
2.3. HDD Shipments by Application
2.4. HDD Forecast of Prices and Density
3.1. Advantages of SSD over HDD
3.2. Storage Memory Growth
3.3. NAND Sales By Major End Market Forecast
3.4. NAND Supply and Demand Forecast (GB)
3.5. Cost Comparison Of Enterprise And Client SSD
3.6. NAND Supply Forecast
3.7. NAND Market Shares
3.8. NAND Capitalization Scenario For HDD Replacement
5.1. Slurry and Abrasive Suppliers And Products
5.2. Worldwide Ceria Slurry For Glass Media Market
5.3. Worldwide Oxide Slurry For Metal Market
5.4. Worldwide Oxide Slurry For Thin Film Heads
7.1. HDD Shipments by Media Type
7.2. Worldwide Glass Disk Capacity
