by Mark Geenen | Nov 10, 2017 | TRENDFOCUS Blog
This week TRENDFOCUS co-sponsored The Enterprise Storage Conference in Beijing. Other sponsors included Dell, VMWare, Lenovo, Nutanix, Huawei, HGST, Kaminario, Alibaba, Intel, Tencent and more than 40 other Chinese and global data storage companies. Approximately 400...
by Mark Geenen | Aug 21, 2017 | TRENDFOCUS Blog
With the two first quarters of sub-100 million sales, some people in the HDD industry may be feeling that the “sky is falling” again. It’s easy to understand this sentiment, especially with SSDs making steady inroads in the client PC space. However, HDD demand...
by Mark Geenen | Jan 12, 2017 | TRENDFOCUS Blog
CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results,...
by Mark Geenen | Dec 22, 2016 | TRENDFOCUS Blog, Uncategorized
With fewer than 10 days left in the year, the disconnect between HDD TAM and production continues. As stated earlier this month in one of TRENDFOCUS’ Executive Briefs, the CQ4 build plan is tracking measurably higher than the expected HDD TAM. This would be less of an...
by Mark Geenen | Nov 28, 2016 | TRENDFOCUS Blog
The strong rebound in HDD demand in CQ3 was great relief for the HDD industry. It has been seven long years, since the HDD industry had a Q-Q growth of this magnitude. More importantly, the strength of the nearline market is what resulted in improved gross margins and...
