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The Hard Disk Drive (HDD) Industry: Market Analysis And Processing Trends

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Published: 2014/12/03
Monthly Update

Chapter 1    The Disk Drive Market Infrastructure                           1-1

 

Chapter 2    The Hard Disk Drive Industry                                       2-1

 

2.1     Hard Disk Drive Trends                                                             2-1

2.2     Hard Disk Form Factors                                                            2-10

2.3     Hard Disk Drive Market Analysis                                              2-14

          2.3.1  Desktop PCs                                                                   2-23

          2.3.2  Portable PCs                                                                   2-23

          2.3.3  Enterprise                                                                       2-26

          2.3.4  Consumer Electronics                                                     2-26

2.4     Competitive Structure                                                               2-34

          2.4.1 HDD Market Share                                                          2-34

 

Chapter 3    The Solid State Drive Industry                                       3-1

 

3.1     Solid-State Drives (SSD) Trends                                                3-1

3.2     Solid-State Drives Market Analysis                                            3-2

3.2.1  Client SSD Trends and Forecast                                                3-8

3.2.2  Enterprise SSD Trends and Forecast                                          3-15

3.2.3  Hybrid Hard Drives (HHD) Forecast                                          3-20

3.3     3D NAND Forecast                                                                   3-23

3.3.1  Comparison of 3D-NAND Structures                                         3-25

3.4     SSD Capacity Forecast                                                              3-29

 

 

 

 

 

Chapter 4    Recording Heads                                                            4-1    

 

4.1     Thin Film Read/Write Heads                                                     4-1

          4.1.1  Thin Film (TF) Heads                                                    4-2

          4.1.2  Magnetoresistive (MR/AMR) Heads                               4-2

          4.1.3  Giant Magnetoresistive (GMR) Heads                             4-4

          4.1.4  Colossal Magnetoresistive (CMR) Heads                         4-7

          4.1.5  Current-Perpendicular-To-Place (CPP) Heads                  4-8

          4.1.6  Ballistic Magnetoresistance (BMR) Heads                       4-8

4.2    Trends                                                                                      4-10

4.3  Recording Head Market Forecast                                               4-18

 

Chapter 5    Processing Trends And Markets                                    5-1

 

5.1     Head Processing                                                                        5-1

          5.1.1  Head Fabrication – CMP, Deposition, Lithography           5-6

                   5.1.1.1 CMP Challenges                                                  5-11

                   o Ceria Slurry For Glass Disk Market                               5-17

                   o Oxide Slurry For Metal Disk Market                              5-22

                   o Oxide Slurry For Thin Film Head Market                      5-25

                   5.1.1.2 Lithography Challenges                                       5-28

5.2     Patterned Magnetic Media                                                         5-31

          5.2.1  Conventional Media                                                        5-32

          5.2.2  Patterned Media                                                              5-34

5.3     Market Analysis Of Discrete Track Media                                 5-44

          5.3.1  The Perpendicular Recording Movement                          5-44

          5.3.2  Cost of Ownership (CoO) Analysis                                  5-59

5.4     NAND Processing                                                                     5-65

5.4.1  2D NAND Processing                                                      5-67

5.4.2  3D NAND Processing                                                      5-73

5.4.2.1 Etch Challenges and Market Forecast                   5-80

5.4.2.2 Deposition Challenges and Market Forecast          5-81

5.5     3D ReRAM Challenges                                                             5-82

 

Chapter 3    The Media Market                                                        3-1

 

3.1     Industry Trends                                                                        3-1

3.2     Media Profiles                                                                           3-5

3.3     Media Market Supplier Shares                                                   3-7

 

Chapter 4    The Substrate Market                                                   4-1

 

4.1     Platter Substrate Materials                                                        4-1

          4.1.1  Aluminum Disks                                                             4-4

          4.1.2  Glass Disks                                                                     4-6

4.2     Substrate Market                                                                      4-11

4.3     Substrate Suppliers                                                                   4-16

4.4     Glass Substrate Supplier Shares                                                 4-21

 

 

LIST OF FIGURES

 

1.1    Hard Disk Drive Infrastructure                                                  1-2

2.1    Hard Disk Drive Roadmap                                                         2-2

2.2    Decrease In Average Price Of Storage                                        2-3

2.3    Heads Per Drive                                                                      2-5

2.4    Increase In Areal Density                                                         2-7

2.5    HDD Market Forecast By Form Factor                                      2-17

2.6    HDD Market Percentages By Form Factor                                 2-19

2.7    1.8 inch HDD Market Forecast                                                 2-20

2.8    Platter Forecast                                                                         2-21

2.9     Ratio of Platter to HDDs                                                           2-22

2.10 Forecast of Desktop Computers                                                 2-24

2.11 Forecast of Portable Computers                                                 2-25

3.1     Revenues For HDD and NAND                                                 3-6

3.2     Change In Memory Cost For HDD and NAND                          3-7

3.3     Growth Of SSD For Consumer Applications                              3-14

3.4     Growth Of SSD For Enterprise Applications                              3-19

3.5     Forecast Of SSDS HDDS And Hybrid SSDS                              3-21

3.6     Western Digital’s Thin Hybrid SSD                                           3-22

3.7     Process Steps For Samsung’s 3D NAND                                    3-26

3.8     Technology Challenges for Planar NAND Manufacturing           3-27

4.1     Detailed Structure Diagram Of A GMR Head Assembly             4-4

4.2     (A) CIP Recording Head Structure (B) CPP Head Structure        4-9

4.3     Evolution Of Slider/Air Bearing Surface                                    4-12

4.4     Evolution Of HDD Recording Head Formats                              4-14

4.5     Market Forecast Of Recording Head Consumption                     4-18

4.6    Heads Per Drive Forecast                                                           4-19

4.7     Market Share Of Head Suppliers                                               4-20

5.1    Thin Film Head Structure                                                         5-2

5.2     Critical Features In Thin Film Head Structure                           5-3

5.3     Spin Valve Head Structure                                                        5-4

5.4     Cross-Sectional View TFH Stacks                                              5-7

5.5     Cross-Sectional View Of A TFH Design                                    5-9

5.6     CMP Slurry System For TFH Wafer Polishing                           5-15

5.7     Total Slurry Consumption For HDD Forecast                            5-27

5.8     Critical Lithography Trends In Thin Film Heads                        5-29

5.9     Conventional Multigrain Media                                                 5-33

5.10   Patterned Media                                                                        5-35

5.11a  Fabrication Of Patterned Media                                                 5-37

5.11b Fabrication Of Patterned Media                                                 5-38

5.12   Nanoimprint Lithography Fabrication Of DTR Media                5-42

5.13   Magnetic Materials For DTR                                                     5-46

5.14   Example Of A Thin Film Stack For DTR                                   5-47

5.15   Nanoimprint Lithography Process                                             5-48

5.16   DTR Film Deposition Alternatives                                            5-53

5.17   Ion Beam Etching Processes                                                      5-55

5.18   Planarization By Etchback                                                        5-58

5.19   Industry Wafer Capacity Additions                                            5-66

5.20   Building Blocks Of NAND Memory                                          5-70

5.21   Capped Cell Structured Memory                                                5-71

5.22   3D NAND Cell String                                                               5-74

5.23   3D NAND Staircase Vias                                                          5-75

5.24   Different 3D NAND Architectures                                            5-77

5.25   Steps In Making A Vertical String (BICS)                                 5-78

5.26   Steps In Making A Vertical String (TCAT)                                5-79

5.27   Emerging Non-Volatile Memory Comparison                            5-83

6.1    HDD Media Structure                                                              6-2

6.2    Market Shares Of Media Suppliers                                             6-8

6.3    Market Shares Of Independent Media Suppliers                        6-9

7.1    HDD Platter Demand                                                               7-13

7.2     HDD Shipment Forecast By Media Type                                   7-14

7.3     HDD Shipments By Media Type As Percentage Of Total            7-15

7.4     Glass Substrate Market Shares                                                   7-22

 

LIST OF TABLES

 

2.1    HDD Shipments by Form Factor                                               2-16

2.2    HDD Shipments by Application                                                2-27

2.3    Consumer Electronics HDD Shipments by Application              2-31

2.4     HDD Supplier Market Shares –Total Market                              2-35

3.1     Advantages of SSD over HDD                                                   3-1

3.2    Storage Memory Growth                                                          3-4

3.3     Interface forecast for Client SSD                                               3-11

3.4     Comparison Between Consumer And Enterprise SSD                3-13

3.5    NAND Capitalization Scenario For HDD Replacement               3-30

5.1    Slurry and Abrasive Suppliers And Products                              6-19

5.2    Worldwide Ceria Slurry For Glass Media Market                        6-21

5.3     Worldwide Oxide Slurry For Metal Market                                 6-24

5.4     Worldwide Oxide Slurry For Thin Film Heads                            6-26

5.5     Cost Of Ownership Assumptions                                               6-60

5.6     Cost Of Ownership Analysis                                                     6-62

5.7     Cost Of Ownership Analysis                                                     6-64

7.1    Worldwide Glass Disk Capacity                                                 7-23

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