HDD sales plummet

Vitaliy_Kiselev

Total HDD sold

Average capacity (check how low it is)

Average prices (with cartel agreement after 2011)

HDD for client devices sold

Especially bad are desktop PC sales

Via http://www.3dnews.ru/933825

Vitaliy_Kiselev

MBs follow

Motherboard players' shipments suffered worse-than-expected sequential declines in the second quarter of 2016 with many seeing over 20% decreases and some around 30%, according to sources from the motherboard industry. Orders from the retail channel for the third quarter remain weak and the issue is expected to seriously impact motherboard players' shipment performance in 2016.

Vitaliy_Kiselev

Seagate

The Company announced today an additional restructuring plan for continued consolidation of its global footprint across Asia, EMEA and the Americas. The plan includes reducing the Company’s global headcount by approximately 6,500 employees, or 14% of its global headcount by the end of fiscal year 2017. The total pretax charges for the plan will be approximately $164 million in fiscal year 2017. The restructuring activities and global footprint consolidation underway should enable the Company to be operating within its targeted Non-GAAP product gross margin range of 27-32% by the December 2016 quarter.

Vitaliy_Kiselev

PCs

Worldwide PC shipments totaled 64.3 million units in the second quarter of 2016, a 5.2% decline from the second quarter of 2015, according to preliminary results by Gartner. This was the seventh consecutive quarter of PC shipment declines, but Gartner analysts said the market is showing some signs of improvement.

Vitaliy_Kiselev

Situation in 2019

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