Total HDD shipments in C1Q 2024 were up 3.0% compared with C4Q 2023 . Total exabytes shipped in C1Q 2024 were up about 23.2% from C4Q 2023 , driven by greater sales of mass storage HDDs, such as nearline drives. HDD revenues were up about 19% from the prior quarter. This quarter continued the upward trend in unit and exabyte shipments as well as revenues that started last quarter. Other memory and storage products are also recovering.
Western Digital reported that their C1Q 2024 total HDD EB shipments increased by 41% from the prior quarter and that they had shipped 106.7EB of nearline storage. They also said that they shipped 2.5M client compute units, consumer shipped units were 1.9M and data center were 7.3M. That means the average capacity of their nearline HDDs was about 14.6TB. The company’s ASP was $145 . Total HDD revenue was $1.752B. Cloud storage was about 45% of the company’s revenue in this quarter .
We determined a mechanical component unrelated to the HAMR recording subsystem and some of our drives was not performing as expected. We identified and rapidly implemented the solution with full support from our customers. Verification tests are underway and these tests should be completed in the June quarter. Every other aspect of the qualification process has gone as expected.”