To all: * LONG * This is a report on the web (from Business Wire, through ZDNet). I have taken out items which don't (IMHO) directly relate to IOMG products and/or competitors.
* Check out the table at the bottom. Predictions of 11M "high-capacity flexible disk drives" in 1997, 25M (!) in 1999!
Received: September 13, 1996 09:00am EDT From: Business Wire
BW1016 SEP 13,1996 4:13 PACIFIC 07:13 EASTERN
( BW)(DISK/TREND) Fast growth markets attract new wave of removable data storage products
Business Editors & Computer Writers
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Sept. 13, 1996--The removable data storage field is a diverse mixture of products, encompassing magnetic rigid disk drives, floppy disk drives, optical disk drives and cards using semiconductor flash memory technology. Six different product groups are included in the newly released DISK/TREND Report on removable data storage, and three of the groups are forecasted to achieve extremely high sales growth during the next few years. High capacity floppy drives are expected to have an outstanding sales outlook as changing personal computer usage patterns make it useful for an increasing share of PC users to own drives capable of recording 100 megabytes or more on each disk. The DISK/TREND forecast predicts that 25.5 million high capacity floppy drives will be sold in 1999. New applications are also expected to boost sales of magnetic rigid disk cartridge drives to more than 9 million units in 1999.
<snip about flash cards>
Overall sales revenue for the six removable data storage product groups {including flash cards, optical disks, and the 3.5" floppies} is projected to increase from $2.7 billion in 1995 to $5.5 billion in 1999. The overall total unit shipments of the six heterogeneous product groups is forecasted to grow from 85.4 million units in 1995 to 151.1 million in 1999. Here are other highlights from the 1996 DISK/TREND Report on removable data storage:
-- High capacity floppy drives are already seeing major shipment increases, with 1995's 827,700 drive total climbing to 5.1 million drives in 1996. The major stimulus on current growth has been the Iomega 3.5 inch "Zip" 100 megabyte drive. The Zip drive capitalized on the right combination of capacity and price to attract many personal computer users now becoming nervous about their risks in failing to back up their new higher capacity hard disks. Many users also need affordable removable data storage devices which are suitable to keep individual projects on individual disks, ready to be loaded when needed. Additional high capacity floppy drive formats now entering the market, some of which also provide backward compatibility for standard 1.44 megabyte diskettes, are expected to make this product area a major battlefield of competing standards, as shipments move up to the projected 25.5 million drives in 1999. <snip>
-- Traditional markets for magnetic rigid disk cartridge drives have continued to grow, but the major sales expansion opportunity for this product group during the next few years will be in new markets. The availability of competitively priced 3.5 inch rigid disk cartridge drives with capacities of one gigabyte or more opens new opportunities in applications such as video editing, multimedia mastering, and engineering workstations, in addition to high-end consumer applications. 86.7% of the 9 million drives projected for 1999 are expected to be 3.5 inch models, with the balance split between growing 2.5 inch drive shipments and the last of the 5.25 inch drives. -- Shipments of small optical disk drives, mostly 3.5 inch models, are expected to continue growing, reaching 1.3 million units in 1999. Despite the availability in 1996 of new erasable 3.5 inch optical drives in the 600 megabyte range, small optical disk drives face difficult price competition from rigid disk cartridge drives and high capacity floppy drives. This factor is expected to limit annual shipment increases to an average of only 14.4% in the 1997-1999 period. -- Despite frequent claims by manufacturers of competitive products that low capacity floppy drives will soon disappear, the standard 3.5 inch floppy drive is expected to survive well into the next century. But the new high capacity floppy drives are expected to divert much of the annual increases in shipments that standard 3.5 inch floppy drives derive from the growing personal computer market. The 106.2 million 1.44 megabyte floppy drives forecasted for shipment in 1999 will represent growth of only 2.6% over the previous year. <snip>
1996 DISK/TREND REPORT REMOVABLE DATA STORAGE Forecast Worldwide ------------------------------------- unit shipments 1995 in thousands Shipments 1996 1997 1998 1999 -------------- --------- ---- ---- ---- ---- Flash cards 859.1 1,566.0 3,311.3 6,841.9 10,739.5 PC Card rigid disk drives 340.0 369.0 630.0 865.0 1,120.0 Rigid disk cartridge drives 606.3 1,818.0 3,360.0 4,940.0 6,320.0 Small optical disk drives 518.5 865.3 1,072.0 1,194.0 1,288.0 High capacity flexible disk drives 827.7 5,102.0 11,470.0 18,910.0 25,470.0 Low capacity flexible disk drives 82,225.0 89,728.0 98,069.0 103,548.0 106,200.0 -------- -------- --------- --------- ---------
TOTAL SHIPMENTS 85,376.6 99,448.3 117,912.3 136,298.9 151,137.5 +10.4% +16.5% +18.6% +15.6% +10.9%
Source: 1996 DISK/TREND Report |