My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
The raw storage market returns to growth… will it be ‘exponential’?
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
Storage systems 2021 – stable spending in a sea of change
The worldwide storage systems hardware market grew by just 2% in 2021 to reach $34.8 billion, which proved yet again that the success of these products has become increasingly unconnected with that of raw storage, which grew by 19% growth in the year. My Figure above shows total spending by […] Read more »
Storage systems hardware and software, raw storage trends and market shares
My latest shares, trends and analysis of the global storage market Read more »
9. Raw storage shipments exceed 2 Zetabytes
Spending on raw storage (which in this case includes OEM shipments) declined by 24% to $172 billion in 2019 following two years of strong growth (37% in 2017 and 18% in 2018); nevertheless shipped capacity continued to increase, reaching 1.683 Zetabytes. While the creation of new products with much larger […] Read more »
Storage sales $199b in 2018 – exponential capacity growth, increasing software control
A look at the balance between raw and system storage markets Read more »
IBM Q1 2019 storage announcements – security and AI for hybrid multi-cloud customers
A look at the implications of IBM Storage division's Q1 2019 announcements Read more »
WD buys SanDisk – can you have your cake and eat it?
Storage supplier consolidation thoughts Read more »