Seagate Oem

Digital Storage And Memory Projections For 2026, Part 1

www.forbes.com

I published the chart, shown below on Seagate’s laboratory demonstrations and product maturity, showing about 5 years for product maturity from laboratory demonstrations. The chart shows 40+TB HDDs by 2026 and 50+TB drives by 2028 with 100TB HDDs possible by the early 2030’s. Seagate's laboratory demonstation to mature product trendSeagate Technology For instance, Seagate reported that over 87% of their shipped capacity was for nearline drives in C3Q 2025. By 2030 we estimate that over 90% of all shipping HDDs will be for nearline applications. The nearline drives have higher capacity and sell for higher prices, as a consequence, as the percentage of nearline HDD grew the average sales price of HDDs has been generally increasing since 2015 as shown below. Hard disk drive average sales price trendsCoughlin Associates, Inc. Covering Digital Storage Technology & Market. IEEE President in 2024 ... For several years I have written a series of articles outlining my projections for various digital storage and non-volatile memory technologies for the coming year and beyond. This will be the first of my projection articles for 2026, focusing on magnetic recording technology, particularly hard disk drives (HDDs) and magnetic tape. Note that reporting changes by Seagate and Western Digital will make it harder to track ASPs for HDDs in the future. Results for the final quarter of 2024 have not been announced, but my estimates project that overall HDD unit shipments in 2025 will be about the same as in 2024, at about 124M units, perhaps ending the long term reduced HDD shipment trends since the peak shipments in 2010.

Seagate beats revenue forecast as datacenter disk demand surges

blocksandfiles.com

Seagate surpassed the high end of the prior quarter’s $2.8 billion revenue outlook with $2.83 billion for its second fiscal 2026 quarter – a 21.5 percent rise year-on-year based on strong datacenter disk drive demand. There was a $702 million GAAP profit, up 62 percent year-on-year and representing 24.8 percent of its revenues. It was the highest profit for Seagate in six years. For comparison, data protection supplier Commvault reported profits of $18 million, just 5.73 percent of its revenues. It operates in a market with multiple major and minor competitors, whereas Seagate has one main and one minor competitor in the oligopolistic disk drive market. Datacenter revenue increased 28 percent year-on-year to $2.2 billion, supported by ongoing demand strength from global cloud customers and sequential growth across the enterprise/OEM markets. Looking ahead, nearline EB capacity is allocated through calendar 2026, and long-term agreements are in place with major cloud customers through calendar 2027, with multiple CSPs discussing demand projections for calendar 2028. The HAMR drive transition is near completion. Current Mozaic 3+ generation HAMR-based drives continue to ramp. Seagate completed qualifications with all major US CSPs and says it’s on track to complete remaining global CSP qualifications in 1H CY26. Seagate’s focus on nearline, mass-capacity drives saw 165 EB of nearline capacity shipped, up 31 percent annually, with just 25 EB of non-nearline capacity shipped, flat year-on-year. Average capacity per nearline drive rose 22 percent to 23 TB. This staggering pace of growth extends to other cloud video platforms and doesn’t yet include the full surge in content generation expected from emerging AI-driven video applications.” ... And, of course, AI: “With the deployment of AI agents at the edge, where untapped data often resides, we believe the stage is set for a sustained and meaningful increase in data generated and stored that will support inferencing, continuous training and also maintain model integrity.” · Mosley sees a stable and growing future for Seagate: “Our deep expertise across mechanical engineering, material science, nanoscale fabrication and now advanced photonics, not only enable Seagate to deliver on the HAMR roadmap, but also creates a durable competitive moat for hard drive technology well into the future.”

Seagate Technology - Wikipedia

en.wikipedia.org

Seagate claims the new drives will have a cheaper cost per TB compared to existing drive models. The series was initially only available to enterprise markets, but is available to end users as of mid of July 2025. In February 2025, Seagate announced it would acquire HDD equipment maker Intevac for $119 million in an all-cash deal. In March 2026, Mozaic 4+ HAMR platform, 44TB (4.4TB per disc), Gen 2 superlattice platinum-alloy media, Gen 2 plasmonic writer, Gen 8 spintronic reader, 7nm integrated controller, hyperscale production environments. In 2003, Seagate re-entered the HDD market for notebook computers and provided the 1-inch hard drives for the first iPods. This led to a trend of digital devices being created with progressively more and more memory, especially in cameras and music devices. Skyhawk – Surveillance system recording drives for use in devices like DVRs or NVRs that come in 2 series. The first series, the Skyhawk AI, has capacities of 8–18 TB, regular or helium drive type, CMR recording technology, and speeds up to 260 MB/s. A 32 TB variant, with speeds up to 285 MB/s, was released in January 2026. It was the first hard disk to fit the 5.25-inch form factor of the Shugart mini-floppy drive. It used a Modified Frequency Modulation (MFM) encoding and in the following year released a 10 MB version, the ST-412. With this, Seagate secured a contract as a major OEM supplier for the IBM XT, IBM's first personal computer to contain a hard disk. Seagate developed the first 5.25-inch hard disk drive (HDD), the 5-megabyte ST-506, in 1980. They were a major supplier in the microcomputer market during the 1980s, especially after the introduction of the IBM XT in 1983. Much of its growth has come through its acquisition of competitors.

Seagate Technology Holdings plc (STX) Stock Price, News, Quote ...

finance.yahoo.com

It sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore. www.seagate.com ... Trailing total returns as of 6/29/2026, which may include dividends or other distributions. Market Open. ... The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational. Learn more ... Seagate Technology (STX) is highlighted as a strong player in the memory and data storage sector amid ongoing AI-driven demand. U.S. markets close in 4h 26m

Hard Disk Drives Market Size, Share & Outlook to 2035

www.businessresearchinsights.com

Market Size and Growth: Global Hard Disk Drives Market size is valued at USD 54.29 billion in 2026, expected to reach USD 75.02 billion by 2035, with a CAGR of 4.2% from 2026 to 2035. Key Market Driver: Growing data center demand surged by 45%, driven by rising cloud storage and enterprise data management requirements globally. Major Market Restraint: Decline in consumer PC shipments by 14% limited HDD adoption in personal computing and low-end devices. Emerging Trends: High-capacity HDDs above 20TB witnessed 33% growth as enterprises seek scalable, cost-efficient storage alternatives. The market is projected to reach USD 75.02 Billion by 2035, expanding at a CAGR of 4.2% from 2026 to 2035.Hard Disk Drives Market – Asia-Pacific leads with 65–70% share driven by manufacturing hubs. North America holds 15–18%.HDDs provide data storage solutions for consumer and enterprise use. The global Hard Disk Drives Market is estimated to be valued at approximately USD 54.29 Billion in 2026 . The Hard Disk Drives (HDD) Market is highly competitive, with a few major players dominating global production and innovation. Seagate Technology PLC and Western Digital Corporation are the leading manufacturers, accounting for a substantial share of the global HDD supply through their extensive product portfolios and technological advancements.

Hard Disk Drive (HDD) Market Companies, Share & Size

www.mordorintelligence.com

The Hard Disk Drive (HDD) Market worth USD 51.82 billion in 2026 is growing at a CAGR of 6.12% to reach USD 69.74 billion by 2031. Western Digital Corporation, Hewlett Packard Enterprise Development LP, Toshiba Corporation, Dell Technologies Inc. and Lenovo Group Limited are the major companies operating in this market. Seagate, Western Digital, and Toshiba collectively accounted for more than 95% of global shipments in 2025. Note: Market size and forecast figures in this report are generated using Mordor Intelligence’s proprietary estimation framework, updated with the latest available data and insights as of 2026. The market is projected to expand at a 6.12% CAGR, rising from USD 51.82 billion in 2026 to USD 69.74 billion in 2031. ... The 3.5-inch category delivered 65.62% of 2025 revenue and is growing at a 9.29% CAGR as hyperscale operators prioritize capacity density. ... HAMR shipments are forecast to increase at a 16.98% CAGR through 2031 as both Seagate and Western Digital move toward 50 TB-plus capacity milestones. Hard Disk Drive market size in 2026 is estimated at USD 51.82 billion, growing from 2025 value of USD 48.83 billion with 2031 projections showing USD 69.74 billion, growing at 6.12% CAGR over 2026-2031. Cost-per-terabyte advantages, HAMR-driven capacity roadmaps that point to 100 TB and beyond, and the explosion of AI-generated cold data keep hard drives central to hyperscale storage strategies.