HDD、SSD产业:市场分析，处理趋势

The Hard Disk Drive (HDD) and Solid State Drive (SSD) Industries: Market Analysis and Processing Trends

出版日期: 2024年03月01日 | 出版商:

Information Network | 英文 | 商品交期: 2-3个工作天内

价格

简介目录图表

本报告提供HDD、SSD产业的相关调查，HDD，基板，薄膜头，SSD的各市场分析，及各部门的製造中处理的问题，市场预测等资讯。

头处理
- 头製造 - CMP，沉淀，微影术
HDD的技术蓝图
- 简介
- 垂直磁记录(PMR)
- 单一磁记录(SMR)技术
- 二元磁记录(TDMR)
- 热协助磁记录技术(HAMR)
- 微波协助磁记录(MAMR)
- 加热点磁记录(HDMR)
NAND处理
- 2D NAND处理
- 3D NAND处理
3D ReRAM的课题

第6章媒体市场

产业趋势
媒体的简介
媒体市场供应商的占有率

第7章基板市场

拼盘基板材料
- 铝光碟
- 玻璃光碟
基板市场
基板供应商
玻璃基板供应商的占有率

简介目录图表

Both SSDs and hard drives do the same job: They boot your system, and store your applications and personal files. But each type of storage has its own unique feature set. HDDs are considered a legacy technology, meaning they've been around longer than SSDs. In general, they are lower in cost and are practical for storing years of photos and videos or business files. SSDs got their name-solid state-because they have no moving parts. In an SSD, all data is stored in integrated circuits. This difference from HDDs has a lot of implications, especially in size and performance.

SSDs are more expensive than HDDs per amount of storage, but the gap is closing as SSD prices begin to drop. Disk drives are getting a capacity jump from the use of heat- and microwave-assisted magnetic recording (HAMR) and a speed boost through dual read-write head technology.

However, SSD capacities are growing even faster. QLC (4 bits/cell) NAND adds 25 per cent more capacity, compared to current TLC (3bits/cell). And layer counts in 3D NAND are set to rise from the 64-layer mainstream and arriving 96-layer product to 128-layers and beyond.

HDDs still offer a cost advantage over SSDs, as HDD storage is as low as $0.03 per gigabyte. However, SSDs still have significant advantages, even at a higher cost per bit. SSDs benefit from improved performance (especially in the move from SATA to PCIe protocol), speed, lower power consumption, increased durability (no moving parts), and a smaller form factor. Indeed, even at multiple times the cost per bit, there are several use cases where the total cost of ownership in using an SSD is far lower than using an HDD. Though the cost advantage of HDDs over SSDs is progressively narrowing, the need for cheap high-capacity storage in data centers will continue to support the demand for enterprise HDDs, which carry higher average selling prices and margins than PC HDDs. We expect the firm to benefit from an acceleration in cloud deployments and subsequent need for massive amounts of high-capacity storage. At present, SSD remains a costly product for high capacities and we anticipate that business-critical storage ("nearline" storage not needed for immediate access) will continue to be in the hands of HDD technology.

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.

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.

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