THE HARD DISK DRIVE (HDD) AND SOLID STATE DRIVE (SSD) INDUSTRIES: MARKET ANALYSIS AND PROCESSING TRENDS

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 2-9
2.3 Hard Disk Drive Market Analysis 2-13
2.3.1 Desktop PCs 2-22
2.3.2 Portable PCs 2-23
2.3.3 Enterprise 2-25
2.3.4 Consumer Electronics 2-25
2.4 Competitive Structure 2-33
2.4.1 HDD Market Share 2-33

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 Slider / Suspensions 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 HDD Technology Roadmap 5-31
5.2.1 Introduction 5-31
5.2.2 Perpendicular Magnetic Recording (PMR) 5-34
5.2.3 Shingled Magnetic Recording (SMR) Technologies 5-34
5.2.4 Two Dimensional Magnetic Recording (TDMR) 5-36
5.2.5 Heat-Assisted Magnetic Recording Technology (HAMR) 5-38
5.2.6 Microwave Assisted Magnetic Recording (MAMR) 5-42
5.2.7 Heated-Dot Magnetic Recording (HDMR) 5-46
5.3 NAND Processing 5-48
5.3.1 2D NAND Processing 5-50
5.3.2 3D NAND Processing 5-55
5.3.2.1 Etch Challenges and Market Forecast 5-63
5.3.2.2 Deposition Challenges and Market Forecast 5-64
54 3D ReRAM Challenges 5-66

Chapter 6 The Media Market 6-1

6.1 Industry Trends 6-1
6.2 Media Profiles 6-5
6.3 Media Market Supplier Shares 6-7

Chapter 7 The Substrate Market 7-1

7.1 Platter Substrate Materials 7-1
7.1.1 Aluminum Disks 7-4
7.1.2 Glass Disks 7-6
7.2 Substrate Market 7-11
7.3 Substrate Suppliers 7-16
7.4 Glass Substrate Supplier Shares 7-21

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 2-6
2.4 Increase In Areal Density 2-7
2.5 HDD Market Forecast By Form Factor 2-16
2.6 HDD Market Percentages By Form Factor 2-18
2.7 Platter Forecast 2-20
2.8 Ratio of Platter to HDDs 2-21
2.9 Forecast of Desktop Computers 2-23
2.10 Forecast of Portable Computers 2-24
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 Share Of Suspension Suppliers 4-17
4.6 Market Forecast Of Recording Head Consumption 4-19
4.7 Heads Per Drive Forecast 4-20
4.8 Market Share Of Head Suppliers 4-21
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 ASTC Technology Roadmap 5-32
5.10 Emerging HDD Technologies 5-33
5.11 Shingled Magnetic Recording (SMR) 5-35
5.12 Two Dimensional Magnetic Recording (TDMR) 5-37
5.13 Heat-Assisted Magnetic Recording Technology (HAMR) 5-39
5.14 Microwave Assisted Magnetic Recording (MAMR) 5-43
5.15 Heated-Dot Magnetic Recording (HDMR) 5-47
5.16 Industry Wafer Capacity Additions 5-49
5.17 Building Blocks Of NAND Memory 5-53
5.18 Capped Cell Structured Memory 5-54
5.19 3D NAND Cell String 5-57
5.20 3D NAND Staircase Vias 5-58
5.21 Different 3D NAND Architectures 5-60
5.22 Steps In Making A Vertical String (BICS) 5-61
5.23 Steps In Making A Vertical String (TCAT) 5-62
5.24 Emerging Non-Volatile Memory Comparison 5-66
6.1 HDD Media Structure 6-2
6.2 Market Shares Of Media Suppliers 6-8
7.1 HDD Platter Demand 7-13
7.2 HDD Shipment Forecast By Media Type 7-15
7.3 HDD Shipments By Media Type As Percentage Of Total 7-16
7.4 Glass Substrate Market Shares 7-24

List of Tables

2.1 HDD Shipments by Form Factor 2-15
2.2 HDD Shipments by Substrate Material 2-19
2.3 HDD Shipments by Application 2-26
2.4 Consumer Electronics HDD Shipments by Application 2-30
2.5 HDD Supplier Market Shares 2-34
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 5-19
5.2 Worldwide Ceria Slurry For Glass Media Market 5-21
5.3 Worldwide Oxide Slurry For Metal Market 5-24
5.4 Worldwide Oxide Slurry For Thin Film Heads 5-26
5.5 Cost Of Ownership Assumptions 5-60
5.6 Cost Of Ownership Analysis 5-62
5.7 Cost Of Ownership Analysis 5-64
7.1 HDD Shipments by Media Type 7-14
7.2 Worldwide Glass Disk Capacity 7-25