FIGURE 2. BREAKDOWN OF HDD IN CONSUMER DEVICES, 2004-2010

In Table 4 and Table 5 we give HDD
shipment numbers by application and form factor for calendar Q1 2005. Tables
6 & 7 show HDD shipment numbers by application
and form factor for Q2 2005.
Table 4. Calendar Q1 2005 Disk Drive ShipmentS (Units in Millions)
Table 5. Calendar Q1 2005 Disk Drive Form Factor Shipments
(Units in Millions)

Table 6. Calendar Q2 2005 Shipment Projections (Units
in Millions)

Table 7. Calendar Q2 2005 Disk Drive Form Factor Projections
(Units in Millions)

Figures
3 shows the percentage of the total drives from each manufacturer
for 1H 2005. Figure 4 shows the percentage of
Mobile Computer drives while Figures 5-7 show the
percentages of CE, Desktop and traditional Enterprise drives for 1H
2005.Shipments for the first half of 2005 came to about 180 M units. Although
we projected in early July that total shipments for 2005 could total
between 280 and 290 M units we are pulling back a bit from this projection
based upon comments by several of the drive vendors about difficulties
getting sufficient disks. We are thus now projecting 379 M units
for all of 2005. FIGURE 3. Calendar 1H 2005 company percentage
of all drives

FIGURE
4. Calendar H1 2005 company percentage of mobile computer
drives
FIGURE 5. Calendar H1 2005 company percentage of Consumer
electronic drives
FIGURE 6. Calendar H1 2005 company percentage of Desktop
Computer drives
FIGURE 7. Calendar H1 2005 company percentage of TrADITIONAL ENTERPRISE drives

Table 8 and 9 show our annual projections for heads
and media while Figures 8, 9, and 10 (from
Pixie Pinnacle) show market share for heads, media, and motors in Q1
2005.
Table 8. MAGNETIC HEAD PROJECTIONS (2004-2010)

Table 9. MAGNETIC MEDIA PROJECTIONS (2004-2010)

Figure 8. CQ1 2005 Head market breakdown

Figure 9. CQ1 2005 Disk market breakdown
Figure 10. CQ1 2005 Motor market breakdown

Tom Coughlin
President
Coughlin Associates
www.tomcoughlin.com