Hard drive requirements for data center players will rise in the fourth quarter of 2019 and 2020

According to upstream supply chain news, as data center enterprises continue to grow with 5G commercialization, data center operators in China and the United States are expected to replenish their hard disk drive inventory from the fourth quarter of 2019 to the first quarter of 2020. Most of these companies' excessive server hard drive inventory is being digested.

Although the share of hard disk drives in the consumer PC storage market has declined over the past few years, they still have advantages due to the large capacity and competitive price of data center storage.

According to the news, by the end of 2019, Western Digital (WD) will begin to supply its 18TB Ultrastar DC HC550 CMR hard drive and send its new 20TB Ultrastar DC HC650 SMR HDD sample to specific customers. The new product will be produced in 2020. Half a year. With the increasing adoption of SMR technology, WD expects that 50% of the total hard drive capacity it carries will be based on SMR by 2023.

Overall, despite the advantages of hard drives in the data center market, it is expected that in the next few years, as the demand for higher server densities and faster transfer speeds continues to increase, SSDs whose prices have been rapidly declining will lose more. Market share.