Hard Disk Drives in CE: Primed for Impressive Growth

SUMMARY

Abstract

The Consumer Electronics (CE) market remains the fastest-growing market for Hard Disk Drives (HDDs). There are a host of HDD-based CE applications, such as Personal Video Recorders (PVRs), portable audio players, portable media players and gaming consoles that represent important revenue opportunities for HDD manufacturers. Other developing CE applications for HDDs include digital camcorders, GPS devices, and mobile phones.

This report covers industry trends and market drivers for integrated HDDs in CE devices. The forecast summary includes a comparison between worldwide shipments for the overall HDD market and worldwide shipments for 3.5-inch drives and smaller. It also takes an in-depth look at specific CE product segments in which HDDs are integrated. Five-year forecasts for the following CE product segments are included: -Personal Video Recorders -Video Consoles -Home Audio Jukeboxes -MP3 players -Portable Media Players

Alternative storage solutions, such as improved Flash, will continue to compete against small form factor HDDs. Nevertheless, HDD manufacturers are primed for impressive growth in the CE segment, especially as shipments of 1-inch HDDs escalate.

TABLE OF CONTENTS

• Executive Summary
• Methodology
• Introduction
  • CE Product Segments Included
• Who Are the Competitors?
  • Cornice
  • GS MagicStor
  • Hitachi Global Storage Technologies (HGST)
  • Maxtor
  • Seagate
  • Toshiba
  • Western Digital
• Advancements in HDD Technology
  • CE-ATA
  • Perpendicular Recording
• HDD versus Flash in CE Products
• CE Segments Utilizing Hard Disk Drives
  • Personal Video Recorders (PVRs)
    • What Size Drives?
    • Types of PVRs
    • Manufacturers & Products
      • Stand-Alone PVRs
      • PVRs in the Satellite Industry
      • PVRs in the Cable Industry
      • DVD-PVR Combination Products
      • Other Types of PVRs
    • Forecasts & Trends
      • Worldwide Unit Shipments
      • Worldwide Revenues
      • Market Trends
  • Video Game Consoles
    • What Size Drives?
    • Manufacturers & Products
      • Sony
      • Nintendo
      • Microsoft
    • Forecasts & Trends
      • Worldwide Unit Shipments
      • Worldwide Revenues
  • Portable Digital Audio Players
    • What Size Drives?
    • Manufacturers & Products
      • Apple
      • Archos
      • Creative Labs
      • Dell
      • iRiver
      • RCA
    • Forecasts & Trends
      • Worldwide Unit Shipments
      • Worldwide Revenues
      • Market Trends
  • Portable Media Players
    • What Size Drives?
    • Manufacturers & Products
      • Archos
      • Creative Labs
      • iRiver
      • Microsoft
      • RCA
      • Samsung
      • Sony
    • Forecast & Trends
      • Assumptions
      • Worldwide Unit Shipments
      • WW Revenues
      • Market Trends
  • Digital Audio Jukeboxes
    • What Size Drives?
    • Manufacturers & Products
      • Bose
      • Escient
      • ReQuest Multimedia
      • Russound
    • Forecasts & Trends
      • Worldwide Unit Shipments
      • Worldwide Revenues
      • Market Trends
  • Emerging Products
    • Personal Digital Assistants (PDAs)
    • Handheld GPS
    • Digital Camcorders
    • Mobile Phones
• HDD in the CE Segment: Forecast Wrap Up
  • HDD in CE Segment as a Percentage of the Total HDD Market
  • Total HDD in the CE Segment & Drive Size Differences
• Conclusion
• List of Tables
  • Table 1. Worldwide Unit Shipment Forecast: Personal Video Recorders, 2003 to 2009 (Units in Thousands)
  • Table 2. Worldwide PVR Revenue Forecast, 2003 to 2009 (US$ in Millions)
  • Table 3. Worldwide Unit Shipments of Game Consoles With Integrated Hard Drives, 2003 to 2009 (Units in Thousands)
  • Table 4. Worldwide ASPs and Revenues of Game Consoles With Integrated Hard Drives, 2003 to 2009 (US$ and US$ in Thousands)
  • Table 5. Worldwide Shipments of HDD Portable Audio Players, 2003 to 2009 (Units in Thousands)
  • Table 6. Worldwide Units, ASPs, and Revenues of HDD Portable Audio Players, 2003 to 2009, (US$, Units and US$ in Thousands)
  • Table 7. Worldwide Shipments of Portable Media Players, 2004 to 2009 (Units in Thousands)
  • Table 8. Worldwide ASPs and Revenues of Portable Media Players, 2004 to 2009 (US$ and US$ in Thousands)
  • Table 9. Worldwide Shipments of Digital Audio Jukeboxes, 2003 to 2009 (Units in Thousands)
  • Table 10. Worldwide Revenues of Digital Audio Jukeboxes, 2003 to 2009 (US$, Units and US$ in Thousands)
  • Table 11. HDD in CE Market as Percentage of Total Worldwide HDD Market, 2004 to 2009 (Units in Thousands)
  • Table 12. HDD in CE Forecast, by Drive Size, 2004 to 2009 (Units in Thousands)
• List of Figures
  • Figure 1. Total Worldwide Shipments of HDD into CE Market, 2004 to 2009 (Units in Thousands)
  • Figure 2. Cornice 4 GB Storage Element (SE)
  • Figure 3. 4.0 GB ATA
  • Figure 4. 6 GB Microdrive
  • Figure 5. Seagate ST1 8 GB
  • Figure 6. Toshiba 0.85-inch Drive
  • Figure 7. EchoStar's Dish Player-DVR 921
  • Figure 8. Scientific-Atlanta's Explorer 8300HD
  • Figure 9. iPod Mini
  • Figure 10. Archos Gmini XS200
  • Figure 11. iRiver H10
  • Figure 12. Archos AV700
  • Figure 13. Creative Zen Vision
  • Figure 14. iRiver PMP-120
  • Figure 15. iRiver PMC-120
  • Figure 16. Samsung YH-999
  • Figure 17. Bose Lifestyle 48 Music and Movie System
  • Figure 18. ReQuest Multimedia Terra
  • Figure 19. TomTom GO 700
  • Figure 20. Samsung SPH-V5400
  • Figure 21. Total Worldwide Shipments for HDD into CE Market by Drive Size, 2004 to 2009 (Units in Thousands)