Trendfocus

A quarterly information-service database of the global data-storage market, built on a top-down/bottom-up plus 360-degree statistical method across 70-plus clients. The HDD Information Service covers unit shipments by market segment, technology, capacity point and form factor, with $/GB, exabytes and revenue, rolling four-quarter and biannual five-year forecasts, and technology-transition tracking including HAMR and MAMR target applications and capacities. The NAND/SSD Information Service adds a six-part delivery model covering SSD supply, demand and pricing with hyperscale units and exabytes for nearline HDDs and enterprise SSDs, and a server-versus-storage split for performance enterprise drives. A newer Tape and Archive Storage Service extends coverage to ultra-low-cost high-capacity bulk storage.

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Coverage

Universe, instruments and categories.

Industry: Semiconductors
Instruments: equities
Categories: FundamentalAlternativePriceSupply Chain
Regions: USAPACJapan
Sample tickers: WDCSTXSNDKMUNTAP000660.KSANET

Dataset card

Type: not stated
Format: Tabular forecast datasets delivered inside subscription reports and data views (Text/PDF plus customisable data views)
Volume: Modest, dense and structured: quarterly series crossed across market segment x technology x capacity point x form factor, with rolling four-quarter and biannual five-year forecast horizons, expressed in units, exabytes, revenue and $/GB, across three service lines (HDD, NAND/SSD six-part model, Tape and Archive). Est. tens of thousands of forecast and actual data points maintained, delivered as report tables and customisable data views rather than a queryable API.
Users: Stated as 70-plus clients across the U.S., Asia and Europe — a subscription research client base rather than registered users; access is per-client subscription with unlimited analyst access rather than per-seat software
History: 20 years
Update frequency: not stated
Growth: Stable and deliberately specialist (a two-person practice that has expanded coverage by adding service lines — cloud/hyperscale, SSD, and tape and archive — and by updating forecast dimensions such as hyperscale units and exabytes and HAMR/MAMR tracking, rather than by scaling headcount)
Launched: est. early-to-mid 2000s for the firm, with core service lines launched across the following decade (the vice president's professional profile dates his role at TRENDFOCUS from October 2007, and he subsequently created and launched the SSD and the cloud/hyperscale storage services; the HDD Information Service has run as a long-standing quarterly subscription). The 2020 brochure is a content update, not the founding date.
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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