Shipments of PC Hard Drives Predicted to Drop by Nearly 50% in 2019
anandtech.com
anandtech.com
I hope this trend doesn't mean consumer hard drives are going to get more expensive going forward. I keep reading about people predicting SSDs are going to hit the same price/capacity as spinning disks, but I just don't see it with the large >10TB volumes any time soon.
To elaborate on this: $/TB varies widely depending on total drive capacity. The fixed costs of hard drive spindle motors, actuators, etc. are higher than the costs of an SSD controller and PCB. Adding a platter to a hard drive is cheaper on a per-GB basis than adding more NAND flash to an SSD, but there's a crossover point below which SSDs have cheaper price per GB and small hard drives are no longer economical to manufacture. That crossover point has now risen to encompass the majority of consumer use cases, but it is nowhere near 10TB and won't be anytime soon. That crossover point also seems to be moving upward much faster than typical consumer storage needs, so we can expect this segment of the hard drive market to continue to wither.
cheapest drives measured in price/capacity
HDDs: 2TB @ 0.017€/GB
M.2 SSDs: 2TB @ 0.1€/GB
I see no crossover point here. SSDs are not even touching the the same order of magnitude.
2.5" SSD, 256GB @ 0.108€/GB
Still not seeing it. And I don't consider these ranges practical. But I guess some people must since they're still made.
Seagate has abandoned all capacities below 500GB, and they offer limited options for form factor and RPM at 500GB. Western Digital still lists one 250GB model and two 320GB models, but none of them are cheaper than a 480GB-class SATA SSD.
Current 500GB hard drives start at $38-40, and 480GB SSDs start around $48-50. These capacities are sufficient for typical consumers.
As demand for HDDs weakens, investments in R&D will be scaled back significantly. HDDs are in trouble even if you assume they'll follow the same capacity ramp they once did. If they slow down, they're toast.
(Although SSDs may also hit a wall scaling down; the low hanging fruit may already be picked.)
SMR is an example of something that's relevant to all datacenter use, but only perhaps half of consumer use. And of course helium itself is pretty much datacenter focused only.
The linked article has the datacenter share last year as 13.6% of all units (but growing shipments). Looking at Seagate's last filing, they had $601m gross profit last quarter, and an R&D spend of $238m had to come out of that.
I don't see how you scale the company down to a fifth of its size and maintain anything like the R&D velocity it once had; and once it slows down, the band of competitiveness of HDD over SSD even for datacenter use is going to continuously narrow.
A complete collapse of the HDD market after a decade is not unthinkable, unless SSD progress hits a wall.
(Of course Seagate does make some SSDs, which I'm not accounting for, but taking the time to separate it isn't going to meaningfully change the picture.)
There's a big difference between Seagate suffering the loss of (half of) one of those five market segments, and scaling the company down to a fifth of its size. Yes, they'll have a harder time funding R&D, but they're quite a ways off from having to drastically slash their R&D budget.
Look at it this way: the optical drive/disc market has been 'dead' for years but you can still pick up a new DVD burner for ~$20. Hard drives will likely follow suit: at some point it won't make sense for hard drive manufacturers to invest in developing new drives, but they'll keep churning out the existing stuff for years and years until demand dries up. They've already done the expensive part (developing the drives, establishing supply chains, building the plants and setting up the manufacturing lines), and will keep doing the cheap part (actually making them) as long as there's a market.
Flash doesn't actually have to reach the same price/capacity ratio to wipe out the small end of the HDD market. The performance and solid state nature of flash provide so much value that few will opt for a HDD when they can have a flash device, even if the flash device is smaller and a little more expensive. Also, at some point not having flash IOPS will become intolerable.
Large disks will survive while they have the price/capacity ratio advantage, but the small end of the HDD market is dead. And yes, I do believe this means that the price floor of HDD will climb as the number of lines building HDDs decreases.
https://www.amazon.co.uk/dp/B0786QNS9B
500GB SSD for £49.98. M.2 SATA versions are £5-10 more.
"No way, Grandpa, magnets were never FREE!"
"Well, not free exactly, but we'd harvest them out of our discarded hard drives! Those were a sort of data storage machine, you've probably seen pictures."
"But when you removed the magnets, didn't that mean forfeiting the rare-earth-element deposit?"
HDDs are being squeezed on both sides. By SSDs for daily use. By discs and tapes for long term storage.
And more importantly, BluRays have a 20MB/s read/write speed. Modern Hard Drives read/write at roughly 200MB/s.
A 5TB Hard Drive is just far more convenient, faster, and reliable than stacks-and-stacks of BluRays. A BluRay is great for the "50GB of important data" (Tax returns, resume, other important documents).
Having one 50GB "highly reliable" source of storage is great. You can clone that one disk, leave some at your parent's house / some other house you trust, have 3x disks for redundancy at home, etc. etc. Its the easiest way to achieve high-reliability.
Oh, and leave a copy in your 5TB Hard Drives too, for convenience sake. But BluRays are cheap for copies and long-term reliability. But they're otherwise awful to work with in my experience.
Which means you need to store over 30TB to 50TB of information before tape drives are more cost effective. I've always wanted to make a tape-drive computer, but each time I run the costs... its just completely unfathomable that I'd ever store the amount of info needed for it to be cost-effective.
If I were to build a big storage device for my house today, it'd be Nas4Free system with 6TB Hard drives (avoid shingled drives, PMR for cost-effectiveness, Helium is unnecessary if you stay below 8TB). 6x 6TB Hard Drives with RAIDZ2(similar to RAID6) for a total capacity of 24TB of storage / 2x parity drives for resiliency.
That's only $160 per 6TB hard drive (https://www.newegg.com/Product/Product.aspx?item=N82E1682214...), so that's probably going to be cheaper than any tape-drive based system you can build out.
[0] https://en.wikipedia.org/wiki/Shingled_magnetic_recording
It's actually quite cool in that I now get both the benefits of streaming (can play any ripped title on demand whenever I feel like it) and none of the drawbacks: doesn't need Internet nor does it use my monthly traffic limit, it's at much higher quality than any Internet stream (GoT BluRay episodes average at around 35mbit/sec while an Internet stream doesn't go above 5mbit) and there are no "concurrent streams" limit (well, other than the one inherent to the speed of my LAN/NAS but I've yet to hit that one).
I'd need for SSDs to actually be CHEAPER per gigabyte for the trade-off in expected lifetime to make sense.
PS: If your hard drives 'fail' try scrubbing (forced re-write) them every 2 years or so...
My anecdotal experience matches yours. In addition, SSDs often fail catastrophically. Total loss of data, not just some bad sectors. They're worse than hard disks in that regard.
Use case also seems important as HDDs are relatively adversely affected by mobile usage.
This doesn't tend to be an issue because the controller can automatically rewrite the cells as needed. What is an issue is if you leave the SSD unpowered for a few months and the cells leak enough charge to be unreadable.
Still a pretty sharp drop for one year.
Now we have people complaining that HDD aren't reliable (but I suspect we still can recover data from the plates in almost all HDD kind of failure)
HDD, SDD, external HDD and some cloud: trying to have all these working together with redundancy is my next goal.
Journalling only protects the filesystems own structures, not user data.
Today a mechanical HDD isn't even an option. The new generation of the same machine is offered only with a PCIe SSD.
That's just one point of anecdata, but I think it's a pretty stark one.
https://www.newegg.com/Product/Product.aspx?Item=9SIA0ZX7U89...