Poor performance in the sales of raw data storage devices is contributing to the softness of the current ITC market; does this represent a temporary or permanent change in the storage market? Read more »
The capacity of raw storage shipped continues to grow exponentially (see my Figure above). In 2022 this growth will create 4 Zetabytes of capacity – a massive amount so large that it’s difficult to comprehend. Read more »
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 »