HDD業界動向 - snia-j.org

1 SNIA Japan Storage Trend Seminar Nov. 2013. HDD . HDD . IDEMA JAPAN HDD . IT .. E-mail: Page 2. IT . IT . 1999. 1999 . 1999 5 .. IT . IT . HDD. CE. CE . CE . IT . IT . IT . IT .. WEB . WEB . Institute of Information Technology, Ltd. Page 3. 1. HDD . HDD .. PC . PC .. CE . CE .. PC. PC . PC .. PC. PC . PC . 60+%. 60+% . 60+% . 2011 . 2011 3. 3 .. Institute of Information Technology, Ltd. Page 4. HDD . HDD WW. WW . WW . 2013. 2013 551M. 551M, 551M, $. $ . 700 70. 600 60. Shipment (M/y). 500 50. Revenue(B$). 400 40. 300 30. 200 20. 100 10. 0 0. '80 '85 '90 '95 '00 '05 '10. CY. Shipment Sales Institute of Information Technology, Ltd.

2 Page 5.. CY13e . CY13e . Aftermarket &. Others DesktopOEM. CE. Enterprise PortableOEM. Institute of Information Technology, Ltd. Page 6. PC+iPad+iPhone . PC+iPad+iPhone . Desktop PC . PC 132M. WW . WW CY2013 . CY2013 . Portable PC . PC 187M. iPad . iPad 71M. iPhone . iPhone 153M. 180. 160. 140. Shipment (M/Q). 120. 100. 80. 60. 40. 20. 0. 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q. 09 10 11 12 13. CY. Desktop Portable iPad iPhone Institute of Information Technology, Ltd. Page 7. HDD . HDD WW. WW . WW . 2013. 2013 . 551M ( ). 200. 180. 160. Shipment (M/Q). 140. 120. 100. 80. 60. 40. 20. 0. 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q.

3 07 08 09 10 11 12 13. CY. "HE "LE " < ". Institute of Information Technology, Ltd. Page 8. CY13e CY13e . CY13e . Toshiba Seagate WD+HGST. Institute of Information Technology, Ltd. Page 9. 2003 . 2003 1 . 2003 1 IDEMA JAPAN . Institute of Information Technology, Ltd. Page 10.. HDD/SSD . HDD/SSD WW. WW . WW . 2013. 2013 . 70M/y SSD. SSD . SSD .. 80,000. SSD. 70,000. Shipment (M/Q). 15krpm 60,000 10krpm 50,000 40,000. 30,000. 20,000. 10,000. 0. 2006 2007 2008 2009 2010 2011 2012 2013. CY. Institute of Information Technology, Ltd. Page 11.. 5,000. 4,500. 4,000. Revenue ($M/Q). 3,500. 3,000. 2,500. 2,000. 1,500. 1,000. 500. 0. 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q.

4 08 09 10 11 12 13. CY. Seagate WD HGST. Institute of Information Technology, Ltd. Page 12.. 1,400. 1,200. 1,000. Net Income ($M/Q). 800. 600. 400. 200. 0. -200. -400. -600. 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q. 08 09 10 11 12 13. CY. Seagate WD HGST. Institute of Information Technology, Ltd. Page 13.. 75. 70. 65. ASP ($). 60. 55. 50. 45. 40. 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q. 08 09 10 11 12 13. CY. Seagate WD HGST Avg. Institute of Information Technology, Ltd. Page 14. 2020 . 2. 2020 HDD. HDD . HDD . HDD . HDD . CE. CE .. SSD . SSD . PC. PC . PC . Innovator . Innovator.

5 Early Early Adaptor . Adaptor .. Majority Majority . Majority . Chasm Chasm . Chasm .. HDD. HDD . HDD .. Institute of Information Technology, Ltd. Page 15. HDD . HDD .. CE. CE . CE . PVR 50. PVR 50M/y 50M/y . M/y 100M. 100M . 20. 20M/y 20M/y . M/y 50M. 50M . MP3 . MP3 10M/y . /y .. Navi 5. Navi 5M/y 5M/y . M/y .. HDD . HDD . Institute of Information Technology, Ltd. Page 16. SSD . SSD HDD . HDD . 900 9%. 800 8%. 700 7%. Shipment (M/y). 600 6%. 500 5%. 400 4%. 300 3%. 200 2%. 100 1%. 0 0%. 2007 2008 2009 2010 2011 2012 2013. CY. SSD HDD SSD%. Institute of Information Technology, Ltd. Page 17. SSD . SSD .. E-mail OK . iPhone iPad HDD 2.

6 MSATA .. HDD . $35 $45 .. Netbook .. C SSD D HDD. Institute of Information Technology, Ltd. Page 18. SSD. SSD . SSD . 1990 . 1990 Disk/HDD.. HDD. HDD . HDD .. 2010 . 2010 . 500GB HDD . HDD $40. 500GB SSD. SSD 400 32GB SSD . SSD 50. HDD. HDD . HDD 92 '94 '96 '98 '00 '02 '04 '06 '08 '10 '12.. CY. Institute of Information Technology, Ltd. Page 19.. C: SSD / 111 GB. C: SSD 158 151 / 226 GB. D: HDD / TB. +7GB. + +20GB. Institute of Information Technology, Ltd. Page 20. SSD . SSD . 500. 400. Price ($). 300. 200. 100. 0. 10 100 1000. Capacity (GB). Institute of Information Technology, Ltd. Page 21. SSD. SSD.. DB . DB .. EC. SNS DB.

7 DB .. Institute of Information Technology, Ltd. Page 22.. HDD. HDD . HDD . 2011 . 2011 3. 3 . 2014 . 2014 PC. PC . PC . SSD. SSD . SSD . LongTail LongTail . LongTail . DVR . DVR Cold Cold Data . Data .. Institute of Information Technology, Ltd.