硬盘驱动器行业研究报告--TheHardDiskDriveIndustr

硬盘驱动器行业研究报告--TheHardDiskDriveIndustr本文简介：窗体顶端硬盘驱动器行业研究报告——TheHardDiskDriveIndustry:MarketAnalysisAndProcessingTrends联系购买电话：010-82863480公司名称：佐思信息公司地址：北京市海淀区苏州街18号院长远天地大厦A2座1008-1室（100080）2010-

硬盘驱动器行业研究报告--TheHardDiskDriveIndustr本文内容：

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硬盘驱动器行业研究报告——The

Hard

Disk

Drive

Industry:

Market

Analysis

And

Processing

Trends

联系购买电话：010-82863480

公司名称：佐思信息

公司地址：北京市海淀区苏州街18号院长远天地大厦A2座

1008-1室（100080）

2010-6

摘要

Abstract

HDDs

are

used

in

a

plethora

of

business

applications

ranging

from

PCs,notebooks,printers

and

copiers,consumer

products

such

as

MP3

music

players,digital

video

recorders,game

consoles,media-rich

mobile

phones,and

home

servers.

Every

application

dictates

a

different

type

of

HDD,ranging

in

capacity

from

1GB

to

500GB,in

physical

size

from

0.85

inches

to

3.5

inches,featuring

a

variety

of

spindle

speeds:

3,600-rpm,4,200-rpm,5,400-rpm,7,200-rpm,10,000-rpm

and

15,000-rpm.

Increasing

demand

for

computing

and

consumer

devices

is

driving

demand

for

digital

data

storage

and

low-cost,high-performance

disk

drives.

We

believe

there

are

a

number

of

key

factors

driving

this

demand,including:

Increased

demand

for

personal

computers

with

high

storage

capacities

driven

by

consumer

multi-media,broadband

and

wireless

applications,increased

business

usage

and

proliferation

of

computers

in

developing

economies;

Increased

demand

for

enterprise

storage

driven

by

a

broader

deployment

of

applications

which

require

significant

storage

capacity,such

as

enterprise

software,data

warehousing,data

recovery,and

data

security

operations;

Increased

demand

for

new

consumer

electronic

applications

which

require

significant

digital

data

storage

capability,including

digital

video

and

audio

recorders,video

game

platforms,emerging

high-definition

television

applications,and

global

positioning

systems.

Thin-film

media,or

disks,are

enabling

components

in

disk

drives.

The

technical

advances

by

disk

suppliers,along

with

those

of

other

component

suppliers,have

improved

the

performance

and

storage

capacity

of

disk

drives

and

dramatically

lowered

the

cost

per

GB

stored.

Disk

suppliers

help

drive

technology

innovation

in

disk

drives

by

increasing

storage

capacities

per

square

inch

of

disk

surface,referred

to

as

areal

density,and

improving

reliability.

Disks

are

sold

primarily

to

disk

drive

manufacturers

for

incorporation

into

disk

drives.

Disk

drives,in

turn,are

sold

to

computer

or

consumer

appliance

manufacturers

that

incorporate

the

disk

drives

into

their

systems,or

are

sold

directly

to

consumers.

Hard

drives

have

delivered

remarkable

advances

in

capacity,reliability

and

cost,but

until

now

those

advances

have

been

primarily

directed

at

traditional

computing

applications.

The

consumer

electronics

market

is

ripe

for

widespread

implementation

of

hard

drives

to

boost

storage

capacity

and

deliver

rapid

and

random

access

to

audio,video

and

gaming

content.

The

different

needs

of

consumer

devices

will

challenge

hard-drive

makers

to

develop

innovative

solutions

that

balance

capacity,power

consumption,reliability

and

other

performance

issues

to

best

fit

the

application

at

an

acceptable

cost

in

a

highly

competitive

industry.

Hard

drive

electronics

can

play

an

essential

part

in

meeting

these

needs

by

providing

advanced

capabilities

that

offer

drive

makers

more

design

options

and

flexibility

in

smaller,power

efficient

chips

and

through

system-on-a-chip

integration.

The

relentless

migration

in

consumer

electronics

toward

mobility

at

a

small

form

factor

indicates

that

size

does

matter.

New

0.85-inch

HDDs,only

a

quarter

the

size

of

a

1.8-inch

hard

disk

drive

and

about

the

size

of

a

postage

stamp,boost

the

functionality

of

a

new

generation

of

products,including

mobile

phones,digital

audio

players,PDAs,digital

still

cameras,and

camcorders.

In

the

fast-growing

consumer

electronics

market

such

as

MP3

and

digital

video

camcorder,HDDs

compete

against

flash

memory.

Compared

to

flash

memory,a

1-inch

hard

drive

has

greater

capacity,lower

cost

per

gigabyte

and

faster

data

transfer

rates

than

flash,whereas

flash

memory

is

smaller,lower

in

power,and

more

rugged.

Both

drives

and

flash

manufacturers

keep

upping

capacities

and

lowering

prices,as

witnessed

by

Apple

Computer

s

recent

switch

from

HDD

in

the

iPod

Mini

to

flash

memory

in

the

iPod

Nano.

This

report

focuses

on

the

entire

hard

disk

drive

market

food

chain,analyzing

the

markets

for

hard

disk

drives,substrates,and

thin

film

heads.

Processing

issues

in

the

manufacture

of

each

of

these

sectors

in

included

and

the

report

details

the

CMP

and

Lithography

sectors

of

thin

film

head

processing.

Market

forecasts

of

all

sectors

are

detailed.

目录及图表

Table

of

Contents

Chapter

1

-

The

Disk

Drive

Market

Infrastructure

Chapter

2

-

The

Disk

Drive

Industry

2.1

Hard

Disk

Drive

Trends

2.2

Hard

Disk

Form

Factors

2.3

Hard

Disk

Drive

Market

Analysis

2.3.1

Desktop

PCs

2.3.2

Portable

PCs

2.3.3

Enterprise

2.3.4

Consumer

Electronics

2.4

Competitive

Structure

2.4.1

HDD

Market

Share

2.4.2

Solid-State

Drives

(SSD)

2.4.3

Hybrid

Hard

Drives

(HHD)

Chapter

3

-

The

Media

Market

3.1

Industry

Trends

3.2

Media

Profiles

3.3

Media

Market

Supplier

Shares

Chapter

4

-

The

Substrate

Market

4.1

Platter

Substrate

Materials

4.1.1

Aluminum

Disks

4.1.2

Glass

Disks

4.2

Substrate

Market

4.3

Substrate

Suppliers

4.4

Glass

Substrate

Supplier

Shares

Chapter

5

-

Recording

Heads

5.1

Thin

Film

Read/Write

Heads

5.1.1

Thin

Film

(TF)

Heads

5.1.2

Magnetoresistive

(MR/AMR)

Heads

5.1.3

Giant

Magnetoresistive

(GMR)

Heads

5.1.4

Colossal

Magnetoresistive

(CMR)

Heads

5.1.5

Current-Perpendicular-To-Place

(CPP)

Heads

5.1.6

Ballistic

Magnetoresistance

(BMR)

Heads

5.2

Trends

5.3

Recording

Head

Market

Forecast

Chapter

6

-

Processing

Trends

And

Markets

6.1

Head

Processing

6.1.1

Head

Fabrication

--

CMP,Deposition,Lithography

6.1.1.1

CMP

Challenges

6.1.1.2

Lithography

Challenges

6.2

Patterned

Magnetic

Media

6.2.1

Conventional

Media

6.2.2

Patterned

Media

6.3

Market

Analysis

Of

Discrete

Track

Media

The

Perpendicular

Recording

Movement

A

Blurry

Roadmap

From

HDD

Manufacturers

Analogy

From

The

Semiconductor

Industry

A

Blurry

Roadmap

From

Equipment

Suppliers

Cost

of

Ownership

(CoO)

Analysis

6.3.1

CMP

Slurry

Market

6.3.1.1

Ceria

Slurry

For

Glass

Disk

Market

6.3.1.2

Oxide

Slurry

For

Metal

Disk

Market

6.3.1.3

Oxide

Slurry

For

Thin

Film

Head

Market

LIST

OF

FIGURES

1.1

Hard

Disk

Drive

Infrastructure

2.1

Hard

Disk

Drive

Roadmap

2.2

Decrease

In

Average

Price

Of

Storage

2.3

Heads

Per

Drive

2.4

Increase

In

Areal

Density

2.5

HDD

Market

Forecast

By

Form

Factor

2.6

HDD

Market

Percentages

By

Form

Factor

2.7

1.8

-Inch

HDD

Market

Forecast

2.8

Single

Platter

HDD

Forecast

2.9

Single

Platter

HDD

As

Percentage

Of

Total

2.10

Forecast

of

Desktop

Computers

2.11

Forecast

of

Portable

Computers

2.12

2009

HDD

Supplier

Market

Shares

-

Total

Market

2.13

2009

HDD

Supplier

Market

Shares

-

Mobile

2.14

2009

HDD

Supplier

Market

Shares

-

CE

2.15

2009

HDD

Supplier

Market

Shares

-

Desktop

2.16

2009

HDD

Supplier

Market

Shares

-

Enterprise

ATA

2.17

2009

HDD

Supplier

Market

Shares

-

Enterprise

2.18

2009

HDD

Supplier

Market

Shares

-

1.8

Inch

2.19

2009

HDD

Supplier

Market

Shares

-

2.5

Inch

2.20

2009

HDD

Supplier

Market

Shares

-

3.5

Inch

3.1

HDD

Media

Structure

3.2

Market

Shares

Of

Media

Suppliers

3.3

Market

Shares

Of

Independent

Media

Suppliers

4.1

HDD

Platter

Demand

4.2

HDD

Shipment

Forecast

By

Media

Type

4.3

HDD

Shipments

By

Media

Type

As

Percentage

Of

Total

4.4

Glass

Substrate

Market

Shares

5.1

Detailed

Structure

Diagram

Of

A

GMR

Head

Assembly

5.2

(A)

CIP

Recording

Head

Structure

(B)

CPP

Head

Structure

5.3

Evolution

Of

Slider/Air

Bearing

Surface

5.4

Evolution

Of

HDD

Recording

Head

Formats

5.5

Market

Forecast

Of

Recording

Head

Consumption

5.6

Heads

Per

Drive

Forecast

5.7

Market

Share

Of

Head

Suppliers

6.1

Thin

Film

Head

Structure

6.2

Critical

Features

In

Thin

Film

Head

Structure

6.3

Spin

Valve

Head

Structure

6.4

Cross-Sectional

View

TFH

Stacks

6.5

Cross-Sectional

View

Of

A

TFH

Design

6.6

CMP

Slurry

System

For

TFH

Wafer

Polishing

6.7

Critical

Feature

Trends

In

Thin

Film

Heads

6.8

Conventional

Multigrain

Media

6.9

Patterned

Media

6.10a

Fabrication

Of

Patterned

Media

6.10b

Fabrication

Of

Patterned

Media

6.11

Nanoimprint

Lithography

Fabrication

Of

DTR

Media

6.12

Hitachi

s

Technology

Roadmap

6.13

Seagate

s

Technology

Roadmap

6.14

Samsung

s

Technology

Roadmap

6.15

Magnetic

Materials

For

DTR

6.16

Example

Of

A

Thin

Film

Stack

For

DTR

6.17

Nanoimprint

Lithography

Process

6.18

DTR

Film

Deposition

Alternatives

6.19

Ion

Beam

Etching

Processes

6.20

Planarization

By

Etchback

6.21

Total

Slurry

Consumption

For

HDD

Forecast

LIST

OF

TABLES

2.1

HDD

Shipments

by

Form

Factor

2001-2014

2.2

HDD

Shipments

by

Application

2001-2014

2.3

Consumer

Electronics

HDD

Shipments

by

Application

2001-2014

3.1

Substrate

Materials

Of

Media

Suppliers

4.1

Worldwide

Glass

Disk

Capacity

6.1

Cost

Of

Ownership

Assumptions

6.2

Cost

Of

Ownership

Analysis

6.3

Cost

Of

Ownership

Analysis

6.4

Slurry

And

Abrasive

Suppliers

And

Products

6.5

Worldwide

Ceria

Slurry

For

Glass

Media

Market

6.6

Worldwide

Oxide

Slurry

For

Metal

Market

6.7

Worldwide

Oxide

Slurry

For

Thin

Film

Heads

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