NEW TRIPOLI, USA: Media Tablets, already cannibalizing Netbooks and Smartbooks, will impact Hard Disk Drive sales as units contain Solid State Drives (SSDs) instead of HDDs, according to according to our report The Hard Disk Drive Industry: Market Analysis and Processing Trends.
More than 54 million media tablets will sell in 2011, each containing a solid state drive (SSD) instead of a hard disk drive (HDD). The HDD market, already reeling from more than 17 million media tablets sold in 2010, will be impacted by the displacement of HDD-based notebook PCs by media tablets.
In our August 3, 2010 note to our readers we noted that a “drop in demand in Q2 2010 could signal a slowdown in the rampant growth of the PC market in 2H 2010 as HDD shipments in Q2 2010 were down 4 percent sequentially Q1 2010. New data this week has shown that indeed we were correct, as PC shipments dropped nearly 5 percent in Q4 in the US, the primary market for media tablets such as the iPad with about 37 percent of global sales.
In 2011, media tablets are expected to penetrate the entire global community, thereby impacting PC sales and hence HDDs sales in other geographic regions. In 2014, according to the report, the Asia-Pacific region will account for more than 50 percent of media tablet sales.
The HDD market is on track to record a growth of 20 percent in unit shipments to 672 million units in 2010.