Rynek pamięci masowych będzie rosnąć
Wartość sprzedaży dysków HDD oraz nośników SSD klasy enterprise w 2014 r. wyniesie 38 mld dol., o 2 mld dol. więcej niż rok wcześniej. W kolejnych kwartałach można spodziewać się jeszcze lepszego wyniku.

W 2015 r. przychody na rynku dysków twardych powinny wzrosnąć do 42 mld dol. – prognozuje WD. Większy popyt zdaniem producenta będzie związany z rozwojem cloud computingu i Internetu rzeczy oraz rosnącym zapotrzebowaniem na dyski konsumenckie, mobilne i przeznaczone do PC. Obecnie sprzedaż nośników osobistych i komputerowych ma blisko połowę udziału w światowym rynku, natomiast według WD w najbliższej przyszłości znacznie zwiększy się popyt w segmencie enterprise. Zgodnie z prognozą będzie on głównym odbiorcą produktów storage’owych od 2015 r. lub 2016 r.
W przeliczeniu na pojemność, w 2013 r. popyt na dyski twarde osiągnął poziom 4,4 ZB, a w 2020 r. powinien być 10-krotnie większy (44 ZB), co oznacza średni roczny wzrost na poziomie ok. 40 proc.
W roku finansowym 2014 WD wypracowało 15,13 mld dol. przychodów. Średnia marża brutto wyniosła 29,9 proc. Większość dysków (65 proc.) WD sprzedało producentom OEM, 24 proc. trafiło do kanału dystrybucyjnego, a 13 proc. bezpośrednio do dużych detalistów.
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SSD: „kontynuacja trendu bogacenia się bogatych producentów”
Podsumowano 2021 r. Dostawy SSD wzrosły o 11 proc. mimo problemów z podażą.
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Sprzedaż SSD enterprise wzrosła o 31 proc.
Nastąpił silny wzrost popytu. Jednak ceny w III kw. br. powinny spaść.
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