Todd:
I lack IBM and Samsung. Any #s there? Actually, I've never seen any #s from Samsung
RE: IBM
I recently saw one estimate that puts IBM's MR head capacity in 1997 at 130 million a year, or 32.5 million/quarter. In 1996, average number of platters per disk drive was 3.1 and average number of heads per disk drive was about 6.3. IBM's product is probably skewed towards the enterprise drive segment (read: more heads and platters)
because they continue to buy a lot of drives from WDC ($500+ million last year) and some others.
RE: Samsung
Check this out.
...Roughly $1 billion has been spent to upgrade its hard-disk capabilities, which now include a large $200 million factory.
"We've brought our shipments up from 50,000 per month a few years ago to 700,000/month now," Uriu said. "We will key off our strength as a manufacturing giant, which gives us natural vertical integration. If you look at the chip count in the SpinPoint drives, 80 percent are vertically integrated, the passives and many of the active parts, particularly the memory chips, are from Samsung, and the motors are also made in-house.....
techweb.cmp.com
Also, I recall reading an old CNET or Techweb article that detailed Samsung's 12 million annual capacity and miniscule 2% market share in DDs.
Gus |
