ハードディスクドライブ（HDD）およびソリッドステートドライブ（SSD）業界：市場分析と処理動向

デジタルコンテンツ、クラウドコンピューティング、ビッグデータ解析の出現に後押しされたデータストレージへの飽くなき需要により、デジタルストレージの状況は大きな変革期を迎えています。この変革の中心にあるのは、2つの重要な技術：ハードディスクドライブ（HDD）とソリッドステートドライブ（SSD）であり、それぞれがストレージの未来を形作る上で極めて重要な役割を果たしています。

費用対効果の高いストレージソリューションを提供してきた長い歴史を持つHDD業界は、より大容量のストレージとエネルギー効率への要求に応えて進化を続けています。SSDからの競争圧力にもかかわらず、HDDは、ギガバイトあたりのコストと容量における優位性により、データセンター、エンタープライズストレージ、消費者向け製品において不可欠な存在であり続けています。

逆に、パフォーマンス、耐久性、エネルギー効率の絶え間ない追求に牽引され、SSD業界はかつてない成長を遂げています。可動部品がないSSDは、HDDよりも優れたスピード、低い消費電力、高い耐久性を提供し、モバイル機器、高性能コンピューティング、サーバーアプリケーションに適した選択肢となっています。

当レポートは、ハードディスクドライブ（HDD）およびソリッドステートドライブ（SSD）市場について包括的に調査し、デジタルストレージ業界の現状、新たな動向、将来の見通しとともに、市場の機会、同分野の今後の課題についてまとめています。

目次

第1章 ディスクドライブ市場インフラ

第2章 ハードディスクドライブ業界

• ハードディスクドライブの動向
• ハードディスクのフォームファクタ
• ハードディスクドライブ市場分析
• 競争構造

第3章 ソリッドステートドライブ業界

• ソリッドステートドライブ（SSD）の動向
• ソリッドステートドライブ市場分析
• 3D NANDの予測
• SSD容量予測

第4章 レコーディングヘッド

• 薄膜読み取り/書き込みヘッド
• 動向
• レコーディングヘッド市場予測

第5章 加工の動向と市場

• ヘッド処理
• パターン化磁気メディア
• ディスクリートトラックメディアの市場分析
• NAND処理
• 3D ReRAMの課題

第6章 メディア市場

• 業界動向
• メディアプロファイル
• メディア市場サプライヤーシェア

List of Tables

• 2.1. HDD Shipments by Form Factor
• 2.2. HDD Shipments by Application
• 2.3. Consumer Electronics HDD Shipments by Application
• 2.4. HDD Supplier Market Shares -Total Market
• 3.1. Advantages of SSD over HDD
• 3.2. Storage Memory Growth
• 3.3. Interface forecast for Client SSD
• 3.4. Comparison Between Consumer And Enterprise SSD
• 3.5. NAND Capitalization Scenario For HDD Replacement
• 5.1. Slurry and Abrasive Suppliers And Products
• 5.2. Worldwide Ceria Slurry For Glass Media Market
• 5.3. Worldwide Oxide Slurry For Metal Market
• 5.4. Worldwide Oxide Slurry For Thin Film Heads
• 5.5. Cost Of Ownership Assumptions
• 5.6. Cost Of Ownership Analysis
• 5.7. Cost Of Ownership Analysis

Introduction

The digital storage landscape is undergoing a significant transformation, driven by the insatiable demand for data storage, fueled by the proliferation of digital content, cloud computing, and the advent of big data analytics. At the heart of this transformation are two critical technologies: Hard Disk Drives (HDDs) and Solid State Drives (SSDs), each playing a pivotal role in shaping the future of storage. This report provides an in-depth market analysis of the HDD and SSD industries, offering insights into the current trends, challenges, and advancements that are influencing the processing and manufacturing techniques within these sectors.

The HDD industry, with its long history of providing cost-effective storage solutions, continues to evolve in response to the demands for higher storage capacity and energy efficiency. Despite the competitive pressures from SSDs, HDDs remain integral in data centers, enterprise storage, and consumer products due to their advantages in cost-per-gigabyte and capacity. This report examines the technological advancements in areal density, energy-assisted magnetic recording technologies such as MAMR (Microwave-Assisted Magnetic Recording) and HAMR (Heat Assisted Magnetic Recording), and innovations in platter materials and design that are key to the future growth and sustainability of HDDs.

Conversely, the SSD industry, driven by the relentless pursuit of performance, durability, and energy efficiency, is witnessing unprecedented growth. SSDs, with their lack of moving parts, offer superior speed, lower power consumption, and greater durability over HDDs, making them the preferred choice for mobile devices, high-performance computing, and server applications.

Through a comprehensive analysis of both the HDD and SSD markets, this report aims to provide stakeholders with a thorough understanding of the current state, emerging trends, and future outlook of the digital storage industry. It is designed to equip manufacturers, technology developers, enterprise users, and investors with the critical insights needed to navigate the complexities of the storage market, capitalize on opportunities, and anticipate the challenges ahead in this rapidly evolving sector.

Trends in HDD and SSD

In the realm of Hard Disk Drives (HDDs) and Solid State Drives (SSDs), the landscape is continually evolving to meet the ever-increasing demands for data storage, characterized by a relentless pursuit of higher capacity, speed, and reliability. HDD manufacturers are pushing the limits of storage capacity through advanced technologies such as Shingled Magnetic Recording (SMR) and Heat-Assisted Magnetic Recording (HAMR), aiming to satisfy the burgeoning storage requirements of enterprises and cloud services. Alongside, energy-assisted recording methods are being explored to break through the physical limitations of conventional magnetic recording, enabling denser data storage.

On the SSD front, the narrative is about the reduction in cost per gigabyte alongside a surge in storage capacities, thanks to advancements in NAND flash technology. This trend is making high-capacity SSDs more attainable, encouraging their adoption over HDDs for primary storage roles. The SSD arena is also witnessing the rise of Quad-Level Cell (QLC) NAND technology, which packs more data into each cell, making SSDs a more compelling option for large-scale storage needs.

A significant highlight in the storage technology sphere is the advancement and integration of High Bandwidth Memory 3 (HBM3), which is setting new benchmarks in memory performance. HBM3, the latest iteration in the series, offers unprecedented data transfer speeds and bandwidth, markedly enhancing the performance of high-end computing systems. Its application is particularly notable in environments requiring rapid processing and analysis of vast data volumes, such as advanced AI algorithms and large-scale scientific computations.

The convergence of these technologies-HDDs evolving with smarter and denser recording techniques, SSDs becoming more accessible and capable, and the integration of cutting-edge solutions like HBM3-paints a picture of a storage industry that is not just about more space but about delivering faster, more efficient, and smarter data management and access solutions. This holistic advancement in storage technology underscores a future where data storage is not merely a repository but a critical component of computational efficiency and innovation.

Table of Contents

Chapter 1. The Disk Drive Market Infrastructure

Chapter 2. The Hard Disk Drive Industry

• 2.1. Hard Disk Drive Trends
• 2.2. Hard Disk Form Factors
• 2.3. Hard Disk Drive Market Analysis
  • 2.3.1. Desktop PCs
  • 2.3.2. Portable PCs
  • 2.3.3. Enterprise
  • 2.3.4. Consumer Electronics
• 2.4. Competitive Structure
  • 2.4.1. HDD Market Share

Chapter 3. The Solid State Drive Industry

• 3.1. Solid-State Drives (SSD) Trends
• 3.2. Solid-State Drives Market Analysis
  • 3.2.1. Client SSD Trends and Forecast
  • 3.2.2. Enterprise SSD Trends and Forecast
  • 3.2.3. Hybrid Hard Drives (HHD) Forecast
• 3.3 3D NAND Forecast
  • 3.3.1. Comparison of 3D-NAND Structures
• 3.4. SSD Capacity Forecast

Chapter 4. Recording Heads

• 4.1. Thin Film Read/Write Heads
  • 4.1.1. Thin Film (TF) Heads
  • 4.1.2. Magnetoresistive (MR/AMR) Heads
  • 4.1.3. Giant Magnetoresistive (GMR) Heads
  • 4.1.4. Colossal Magnetoresistive (CMR) Heads
  • 4.1.5. Current-Perpendicular-To-Place (CPP) Heads
  • 4.1.6. Ballistic Magnetoresistance (BMR) Heads
• 4.2. Trends
• 4.3. Recording Head Market Forecast

Chapter 5. Processing Trends And Markets

• 5.1. Head Processing
  • 5.1.1. Head Fabrication - CMP, Deposition, Lithography
    • 5.1.1.1. CMP Challenges
      • Ceria Slurry For Glass Disk Market
      • Oxide Slurry For Metal Disk Market
      • Oxide Slurry For Thin Film Head Market
    • 5.1.1.2. Lithography Challenges
• 5.2. Patterned Magnetic Media
  • 5.2.1. Conventional Media
  • 5.2.2. Patterned Media
• 5.3. Market Analysis Of Discrete Track Media
  • 5.3.1. The Perpendicular Recording Movement
  • 5.3.2. Cost of Ownership (CoO) Analysis
• 5.4. NAND Processing
  • 5.4.1. 2D NAND Processing
  • 5.4.2. 3D NAND Processing
    • 5.4.2.1. Etch Challenges and Market Forecast
    • 5.4.2.2. Deposition Challenges and Market Forecast
• 5.5 3D ReRAM Challenges

Chapter 6. The Media Market

• 6.1. Industry Trends
• 6.2. Media Profiles
• 6.3. Media Market Supplier Shares

List Of Figures

• 1.1. Hard Disk Drive Infrastructure
• 2.1. Hard Disk Drive Roadmap
• 2.2. Decrease In Average Price Of Storage
• 2.3. Heads Per Drive
• 2.4. Increase In Areal Density
• 2.5. HDD Market Forecast By Form Factor
• 2.6. HDD Market Percentages By Form Factor
• 2.7 1.8. inch HDD Market Forecast
• 2.8. Platter Forecast
• 2.9. Ratio of Platter to HDDs
• 2.10. Forecast of Desktop Computers
• 2.11. Forecast of Portable Computers
• 3.1. Revenues For HDD and NAND
• 3.2. Change In Memory Cost For HDD and NAND
• 3.3. Growth Of SSD For Consumer Applications
• 3.4. Growth Of SSD For Enterprise Applications
• 3.5. Forecast Of SSDS HDDS And Hybrid SSDS
• 3.6. Western Digital's Thin Hybrid SSD
• 3.7. Process Steps For Samsung's 3D NAND
• 3.8. Technology Challenges for Planar NAND Manufacturing
• 4.1. Detailed Structure Diagram Of A GMR Head Assembly
• 4.2 (A) CIP Recording Head Structure (B) CPP Head Structure
• 4.3. Evolution Of Slider/Air Bearing Surface
• 4.4. Evolution Of HDD Recording Head Formats
• 4.5. Market Forecast Of Recording Head Consumption
• 4.6. Heads Per Drive Forecast
• 4.7. Market Share Of Head Suppliers
• 5.1. Thin Film Head Structure
• 5.2. Critical Features In Thin Film Head Structure
• 5.3. Spin Valve Head Structure
• 5.4. Cross-Sectional View TFH Stacks
• 5.5. Cross-Sectional View Of A TFH Design
• 5.6. CMP Slurry System For TFH Wafer Polishing
• 5.7. Total Slurry Consumption For HDD Forecast
• 5.8. Critical Lithography Trends In Thin Film Heads
• 5.9. Conventional Multigrain Media
• 5.10. Patterned Media
• 5.11a. Fabrication Of Patterned Media
• 5.11b. Fabrication Of Patterned Media
• 5.12. Nanoimprint Lithography Fabrication Of DTR Media
• 5.13. Magnetic Materials For DTR
• 5.14. Example Of A Thin Film Stack For DTR
• 5.15. Nanoimprint Lithography Process
• 5.16. DTR Film Deposition Alternatives
• 5.17. Ion Beam Etching Processes
• 5.18. Planarization By Etchback
• 5.19. Industry Wafer Capacity Additions
• 5.20. Building Blocks Of NAND Memory
• 5.21. Capped Cell Structured Memory
• 5.22 3D NAND Cell String
• 5.23 3D NAND Staircase Vias
• 5.24. Different 3D NAND Architectures
• 5.25. Steps In Making A Vertical String (BICS)
• 5.26. Steps In Making A Vertical String (TCAT)
• 5.27. Emerging Non-Volatile Memory Comparison
• 6.1. HDD Media Structure
• 6.2. Market Shares Of Media Suppliers
• 6.3. Market Shares Of Independent Media Suppliers