Research firm iSuppli estimates sales of hard drives will be flat or perhaps even decline in the fourth quarter of this year compared to last quarter. At the same time, the firm predicts SSD sales will sixfold from 3.2 million units this year to 18.9 million units in 2009 and 88.6 million units by 2012.
At the same time, iSuppli is estimating that solid state disk (SSD) drives shipped over the next year will leap 6x from 3.2 million this year to about 18.9 million next year and will produce $1.4 billion in revenue in 2009 compared to $163 million this year. By 2012, iSupply is estimating SSD sales will produce $9.3 billion in revenue from 88.6 million units shipped.
ISuppli's "pessimistic outlook" for hard drive shipments estimates that as few as 149.4 million units will go out during the current quarter, a 10% sequential drop. ISuppli's more optimistic outlook calls for global HDD shipments of 157.5 million units in the quarter ending Dec. 31, basically flat compared to the 158.3 million units shipped in the third quarter. If that forecast holds true, overall HDD shipments for 2008 would total 593.2 million units, up 14.9% compared to the 516.2 million units shipped in 2007, iSuppli said.