Horizon Dec 2017 Storage Market Brief

29 December in Uncategorized

In what has been a very eventful storage year the most asked question is when will the SSD shortage end? It already has, and it wasn’t an upending event. Instead, it seemed to happen quietly and quite orderly, transitioning the market from a sellers’ market...

Horizon November 2017 Storage Market Brief

30 November in Uncategorized

We have talked many times in past market briefs about the many exciting emerging technologies, including machine learning, IoT and AI, that are shaping our digital world. Data will be growing on an annual basis at 40%.  We seemed to have reached a tipping point...

Horizon October 2017 Storage Market Brief

02 November in Uncategorized

Enterprise HDD We are just now at the beginning of Big Data, IoT, and AI.   Steve Luczo, the former CEO of Seagate, states in his joint report with IDC that 163 zettabytes (16 trillion gigabytes) of storage will be created and replicated by 2025. That would...

Horizon August 2017 Storage Market Brief

30 August in Uncategorized

We have seen a slowing within the storage market as we move into Q3 2017. With WD giving conservative guidance, we witnessed Wall Street pull back on stock valuations for both Seagate and WD/HGST.  In the start of 2018, market pundits were forecasting 110 million...

Horizon June 2017 Storage Market Brief

28 June in Uncategorized

I marvel at how well the storage market demonstrates the intersection of micro and macro-economic trends, with the manufacturers operating within the lines drawn by forecasts and having to make monthly adjustments with a constant eye to the future. As we move into Q3, there...

Horizon April 2017 Storage Market Brief

23 April in Uncategorized

We all know how transformative the use of data has been in our lives, and it will only grow as we become increasingly dependent on our devices to manage our day to day lives. As we move away from distributed computing to the cloud, data...

Horizon March 2017 Storage Market Brief

17 March in Uncategorized

I just returned from the Open Compute Project Summit, which is a fantastic conference that hits at the heart of the storage market.   A key takeaway is that HDD will continue to play a role in the storage market, as demonstrated by Microsoft’s roll out...

Horizon January 2017 Storage Market Brief

14 February in Uncategorized

Big data is everywhere and growing. The need for speed and low latency is pushing the demand for SSD. However, it isn’t time to write rotating media into the history books. As a whole, storage demand is accelerating to meet big data needs. This shift...

Horizon December 2016 Storage Market Brief

11 January in Uncategorized

With it being the beginning of a new year I feel compelled to talk about the market drivers that are shaping the storage market and will act as our North Star over the next year. Along the way there will be speed bumps to be...

Horizon November 2016 Hard Drive Market Brief

07 December in Uncategorized

Today’s storage market can be described as a shifting mosaic that features several prominent subplots that all are interconnected. Past briefs focused on the manufacturers, however, we are orienting the conversation around the key components that shape the storage market, which is redefining itself. After seven...