Western Digital Drives

Western Digital Accelerates Storage Innovation for AI Era | WD

www.westerndigital.com

At its Innovation Day 2026, Western Digital (Nasdaq: WDC) today unveiled a new customer-centric storage roadmap that reinvents the hard drive for AI needs, reinforcing its position as a strategic storage infrastructure partner for the AIdriven data economy. Reinforcing its dual ePMR and HAMR technology leadership approach, WD announced that the world's highest capacity 40TB UltraSMR ePMR HDD is in qualification with two hyperscale customers with volume production planned for the second half of 2026. WD Named to 2026 S&P Dow Jones Best in Class Index North America. SAN JOSE, Calif. - February 03, 2026 2026-02-03 03:54:00.000-08:00

Hard Disk Drive (HDD) Market Size & Future Growth, 2033

www.persistencemarketresearch.com

The HDD market’s leading players are Seagate Technology Holdings PLC, Toshiba Corporation, Western Digital Corporation, Sony Corporation, and Hewlett-Packard Enterprise Development LP. ... IT Unit No. 504, 5th Floor, IconTower, Baner, Pune - 411045. ... Copyright © 2026 Persistence Market Research. In March 2024, Western Digital introduced the Ultrastar DC HS760 26 TB HDD tailored for AI-driven and enterprise data center applications, featuring advanced recording technology, higher reliability ratings, and optimized performance for large-scale cloud and high-capacity storage deployments. The market is projected to grow at a CAGR of 5.8% between 2026 and 2033, underpinned by regulatory harmonization across the U.K., France, and Spain. Expanding renewable energy monitoring, surveillance systems, and public sector digitalization programs increase data retention needs. The global hard disk drive (HDD) market size is expected to be valued at US$ 44.3 billion in 2026 and projected to reach US$ 67.9 billion by 2033, growing at a CAGR of 6.3% between 2026 and 2033.

Hard Disk Drive Market Trends, Growth & Segmentation - 2031

www.mordorintelligence.com

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. ... Hyperscale data-center count reached 1,136 at year-end 2024 and is projected to triple by 2030 as AI accelerators reshape computing footprints. Logistics and compliance act as a parallel layer across the chain, with country-specific requirements (for example, India BIS CRS coverage changes effective November 2026) shaping import documentation, labeling, and test reporting for standalone drives. Adjacent flash supply chains also affect vendor strategy, including Western Digital's NAND flash joint venture with Kioxia, which influences how HDDs and SSDs are positioned within the same enterprise and cloud architectures. 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. May 2026: Western Digital Corporation integrates post-quantum cryptography into Ultrastar DC HC6100 UltraSMR HDDs, qualifying with hyperscale customers.

Western Digital blows hard disk drive future wide open

www.blocksandfiles.com

The company unveiled the developments at its Innovation Day 2026 event, saying it is reinventing the HDD for the AI era with a new generation of storage technologies spanning scalable capacity, performance optimization, power efficiency, and an intelligent platform API designed to improve economics at scale. WD is blitzing attendees with near and far-reaching announcements at its Innovation Day 2026 event.

Digital Storage And Memory Projections For 2026, Part 1

www.forbes.com

Hard disk drive average sales price trendsCoughlin Associates, Inc. Also, these nearline drives are also in short supply in 2025 and this has also contributed to higher ASPs this year. 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. The three hard disk drive companies, Seagate, Western Digital and Toshiba have either reported on or are assumed to have long term contacts with major data centers going out as far as 2027. There are reports that · HDD contract prices jumped roughly 4% quarter over quarter in Q4 2025. Our current projections are for 2025 revenues to be at least 23% higher than in 2024. 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. However, we do expect continuation of the long-term decline in demand for legacy smaller capacity HDD applications continuing into 2026 and later years. We estimate nearline high-capacity HDDs unit shipments in 2025 will be about 67% of the total HDDs, up about 10% of the total HDD shipments in 2024. Most of the shipped storage capacity is in nearline HDDs. For instance, Seagate reported that over 87% of their shipped capacity was for nearline drives in C3Q 2025.

Trend in New Hard Drives 2026

www.accio.com

The global Hard Disk Drive (HDD) market is projected to expand from USD 51.82 billion in 2026 to approximately USD 69.74 billion by 2031, exhibiting a Compound Annual Growth Rate (CAGR) of 6.12% 1. Another report indicates the hard disk market size was over USD 64.72 billion in 2025 and is poised to exceed USD 112.66 billion by 2035, witnessing over 5.7% CAGR during the forecast period i.e., between 2026-2035 5. The enterprise HDD market alone is expected to grow from USD 45 billion in 2024 to USD 60 billion by 2033, with a CAGR of 4.1% from 2026-2033 4. This growth is largely fueled by the explosion of data volumes from IoT, AI, and big data analytics, alongside the proliferation of cloud infrastructure 45. The HDD market is dominated by a few key players, including Seagate, Western Digital, and Toshiba, who collectively hold a significant market share 134. For instance, linked IoT devices increased by 15% in 2023 and 13% in 2024, generating vast amounts of data 5. Emerging Markets and Digitalization: Rapid digitalization and investment in digital infrastructure in emerging economies are fueling demand for data storage solutions, with HDDs being preferred due to their cost-effectiveness 5. Cost-per-Terabyte Advantage: HDDs continue to offer a significant cost advantage over enterprise SSDs, making them favorable for cold data tiers and large-scale storage 13. Seagate achieved USD 15 per terabyte in 2024, maintaining a 2.5 cost benefit over enterprise SSDs 1. Supply Chain Disruptions: The market is susceptible to disruptions due to trade issues, natural disasters, and semiconductor supply dynamics, impacting production and pricing 14. Asia Pacific Dominance: The Asia Pacific region is expected to hold the largest market share, driven by rapid digitalization, expanding data centers, and increased adoption of cloud computing and IoT applications in countries like China and India 35.