Cold Storage 2022
Storage Trends for Rapidly Growing Cold Data
～Optical disc storage Grows in Key Market China～

Publication Date: March 2022
Number of pages: 116
Price excluding tax:5500,000 yen (electronic files only)
550,000 yen (hard copy and electronic files)
Report Summary (PDF)

Main contents analyzed in this report

This report provides a detailed analysis of the following topics to show the role, position, importance, and future expansion trends of optical disk storage in cold storage, which accounts for most of the enterprise market.

  • Overall storage market supply trends for SSDs, HDDs, optical disk storage, LTO, etc.
  • Detailed analysis of cold storage trends in the enterprise market
  • Analysis of individual market trends and technology trends for each type of storage and analysis of future capacity supply capabilities to the market
  • Enterprise Market Storage Tier Shifts and Storage Selection
  • Analysis of the relationship between free space capacity and newly shipped capacity in the enterprise cold storage market
  • Trend analysis on the enterprise storage market in China, the main market for optical disk storage
  • Direction of the optical disk storage business with emphasis on profitability and continuity

Optical Disk Storage Application Analysis and Expected Markets Sharpened by Results

The three major applications for optical disk storage are offline archiving, cold storage in data centers, and big data storage, and the potential market size is extremely large. In both BD and AD, offline storage in on-premises is expected to expand steadily, and data center applications are also expected to grow. The expansion of optical disk storage in data centers is still in its infancy in terms of securing a firm position, but the ongoing challenges in the Chinese market highlight its aggressiveness, and this expansion will continue in the near term.

Contens

1. Introduction
2. Executive Summary
    2.1. The main contents analyzed by this report
    2.2. Summary of Analysis of Cold Storage Trends
3. Storage Market Definition and General Trends
    3.1. Market definition (enterprise and client)
4. Storage Capacity Supply Trends
    4.1. Overall storage market and storage composition
        4.1.1. Annual Capacity Supply Trend
        4.1.2. Actual storage in operation (accumulated capacity)
    4.2. Client Market
    4.3. Enterprise Market
        4.3.1. Enterprise Market Annual Capacity Supply Trend
        4.3.2. Enterprise Storage Cumulative Capacity Trends
        4.3.3. Cumulative Enterprise Cold Storage Capacity Trends
    4.4. Storage Shipping Capacity Trend Tables
5. Individual trends in future storage capacity supply
    5.1. HDD Enterprise Storage Type
    5.2. LTO Capacity Supply Trend (~LTO9)
    5.3. Optical Disc Storage Capacity Supply Trends
        5.3.1. BD/AD for archive Trend
        5.3.2. BD/AD Total Cumulative Capacity Trend
        5.3.3. AD disc units trend
        5.3.4. Trend Analysis of AD Libraries
6. Capacity roadmap and technology trends of various storage devices
    6.1. General trends of each storage
        6.1.1. Storage Trends in the Enterprise Market
        6.1.2. Average unit capacity of storage shipped for the enterprise market
        6.1.3. Capacity trends for each storage type
        6.1.4. Trend of increasing recording density for each storage
        6.1.5. GB cost trend for each storage
    6.2. HDD Technology Trends
        6.2.1. HDD related Terminology
        6.2.2. HDD Technology Roadmap
        6.2.3. HDD new technologies
            6.2.3.1. Seagate
                ・Long-term roadmap for HDDs over 50TB
            6.2.3.2. Western Digital
                ・Aiming for 22 TB in 2022
                ・Up to 30TB with ePMR and OptiNAND
                ・30TB or more
        6.2.4. Innovations in multiple technological vectors
            6.2.4.1. He gas filling
            6.2.4.2. Triple Stage Actuator (TSA)
            6.2.4.3. Shingled Magnetic Recording.
            6.2.4.4. EAMR technology: Enables more Bits per Inch (BPI)
            6.2.4.5. Toshiba Device & Storage Corporation ("Toshiba")
        6.2.5. Summary of current status and future direction of the three companies
        6.2.6. HAMR
            ・Seagate HAMR Drive
            ・Materials for heat-assisted magnetic recording
        6.2.7. MAMR
            ・Western Digital MAMR Tech Pushes Future HDDs Beyond 40TB
            ・WD Announces MAMR Breakthrough That Will Bring 40TB Hard Drives By 2025
    6.3. LTO Technology Trends
        6.3.1. LTO Roadmap
        6.3.2. LTO compatibility
        6.3.3. LTO Technology Trends
    6.4. Optical Disc Storage (AD) Roadmap
        6.4.1. AD 500GB Major Manufacturers
            ・Panasonic
            ・Sony
        6.4.2. Optical Disc Storage Technology Trends and Issues
        6.4.3. Future optical memory in excess of 100 TB
7. Cold Data and Storage Selection
    7.1. Future storage configuration changes
        7.1.1. Challenges in the current trend of increasing cold storage operating capacity
        7.1.2. Storage Shift Trends in the Enterprise
        7.1.3. Actual storage capacity in relation to total data distribution volume (free space considered)
    7.2. Role of Optical Disc Storage in Hierarchical Storage
8. Potential for Expansion of the Optical Disc Archiving Market in Cold Storage
    8.1. Optical Disc Archiving Contributes to Cold Storage Expansion Application
    8.2. Applications and Business Models
    8.3. Current status of major applications of optical disc archiving
        8.3.1. Off-line archive
            ・Off-line Archive Storage Configuration
            ・Broadcast station use
        8.3.2. Cold Storage for DC
        8.3.3. Optical Disc Storage in Big Data Applications
9. Optical Storage Trends in China
    9.1. Enterprise Storage Trends in China
    9.2. Current Status of Optical Disc Storage in the Chinese Enterprise Storage Market
        9.2.1. Market Size of Optical Disc Storage in China Enterprise Storage Market
        9.2.2. Major Players of Optical Disc Storage in the Chinese Enterprise Storage Market
    9.3. Optical Disc Storage Applications in China
        9.3.1. Examples of major government archive data
        9.3.2. archives
        9.3.3. Optical disc supply system for professional use
        9.3.4. AD Storage Company Trend
        9.3.5. Examples of major groups of related companies in China
    9.4. Chinese government policies and trends related to storage
        9.4.1. Chinese Government Policy on Data Storage
        9.4.2. green data center
        9.4.3. Chinese Government Policy on Big Data
        9.4.4. 2017 China Big Data Industry Park Case Study Report (China CITIC Industrial Research Institute)
        9.4.5. Science, Technology and Innovation 2030 Guidelines for 2021
FIGURE.
    FIG. 1 Operating Capacity (ZB) Estimsation by Cumulative capacity
    FIG. 2 Executive Summary
    FIG. 3 Enterprise / Client market
    FIG. 4 Total Storage Yearly Capacity Shipping Trend (EB) by Type
    FIG. 5 Total Storage Yearly Shipping Capacity Trend (EB) by Type, by client/enterprise
    FIG. 6 Total Accumulated Storage Capacity Trend (EB) by Type
    FIG. 7 Total Accumulated Storage Capacity Trend (EB) by Type, by client/enterprise
    FIG. 2. 8 Yearly Capacity ratio trend between Client and Enterprise by Type(%)
    FIG. 9 Client storage yearly shipping capacity trend
    FIG. 10 Enterprise storage yearly shipping capacity trend
    FIG. 11 Enterprise yearly shipping capacity trend by Hot/Cold storage
    FIG. 12 Enterprise Storage Yearly units shipping trend (M units)
    FIG. 13 Enterprise Hot/Cold/Frozen: Yearly Capacity Shipping Ratio Trend (%)
    FIG. 14 Enterprise accumulated capacity trend
    FIG. 15 Accumulated Enterprise Cold storage Capacity trend (EB)
    FIG. 16 HDD-NL : Gloss capacity & Average capacity per drive Trend (EB/GB)
    FIG. 17 HDD-NL : Impact of 2019 Ave.Cap./Drv. decline on future
    FIG. 18 LTO: uncompressed Capacity Yearly Shipment Trend (EB)
    FIG. 19 LTO: Units Shipping & Capacity Shippment Trend
    FIG. 20 Combination of Storage used for Backup
    FIG. 21 BD disc trend for archive
    FIG. 22 Enterprise Optical Disc Storage Accumulated Capacity Trend (EB)
    FIG. 23 AD Yearly Capacity Shipment Trend (PB)
    FIG. 2. 24 Archival disc yearly UNITS shipment trend (M units)
    FIG. 25 PANASONIC freeze-ray specification
    FIG. 26 Freeze-ray Roadmap
    FIG. 27 SONY Optical Disc Archive: Roadmap & Cartridge Compatibility
    FIG. 28 SONY Optical Disc Archive
    FIG. 29 20212026 Enterprise yearly storage capacity supply ratio by cold storage device
    FIG. 30 2020 / 2026Enterprise Accumulated Storage Capacity supply ratio by Cold device
    FIG. 31 Average Capacity Shipment Trend of HDD, LTO, Optical disc
    FIG. 32 Capacity Roadmap of each cold storage device
    FIG. 33 Areal density trend of HDD, LTO, AD
    FIG. 34 Storage bit cost $/GB
    FIG. 35 HDD Capacity Growth Outlook
    FIG. 36 Seagate 20TB HDD
    FIG. 37 HDD Mass Capacity Storage Innovation
    FIG. 38 Seagate HDD Capacity Trend
    FIG. 39 WD Ultrastar He-filled HDDs
    FIG. 40 WD Ultrastar 20TB
    FIG. 41 WD Triple Stage Actuator and Shingled Magnetic Recording
    FIG. 42 WD Energy Assisted Magnetic Recording (EAMR) technology
    FIG. 43 Toshiba 18TB HDD
    FIG. 44 Toshiba MAS-MAMR
    FIG. 45 High Capacity HDD Road map
    FIG. 46 HAMR technology-1
    FIG. 47 HAMR technology-2
    FIG. 48 HAMR technology: New material requirement
    FIG. 49 MAMR : Spin Torque Oscillator (STO)
    FIG. 50 Spin Torque Oscillator
    FIG. 51 Comparison between MAMR and HAMR
    FIG. 52 Energy assistedhead reliability MAMR/HAMR
    FIG. 53 Key values of MAMR technology
    FIG. 54 Cost : HDD vs SSD
    FIG. 55 LTO Previous Roadmap
    FIG. 56 LTO New RoadMap
    FIG. 57 LTO Compatibility
    FIG. 58 LTO of 580TB using SrFe magnetic particles
    FIG. 59 AD Roadmap & Future Technology of Archival disc
    FIG. 60 AD disc Technologies for capacity increasing (OCP Japan 2016)
    FIG. 61 An example of over 200TB capacity disc technology
    FIG. 62 Enterprise Storage Accumulated Capacity Trend
    FIG. 63 Enterprise storage expansion to cold storage (DIRECTION)
    FIG. 64 Enterprise storage expansion towards Cold storage (2017-2026)
    FIG. 65 Estimation of real operating capacity (2026)
    FIG. 66 Estimation of Real operating Capacity (2021-2026)
    FIG. 67 3.5" HDD Shipping Units Trend (2017-2026)
    FIG. 68 Target of Optical disc cold archive
    FIG. 69 Business models of optical storage
    FIG. 70 Examples of optical storage application
    FIG. 71 Example of archive system configuration 1
    FIG. 72 Example of archive system configuration 2
    FIG. 73 Example of SNS optical disc archive configuration
    FIG. 74 Example of an Archive system solution for Big data
    FIG. 75 China Enterprise Storage Yearly Capacity Supply Trend
    FIG. 76 China Enterprise Optical Storage Market Trend
    FIG. 77 Optical archive solution providers in China
    FIG. 78 Optical Disc Storage Applications in China: Potential Market
    FIG. 79 Professional Optical Disc Suppler
    FIG. 80 Optical archive system companies in China
    FIG. 81 Major players of each category
    FIG. 82 SNS related major companies
    FIG. 83 Amethystum Library products
    FIG. 84 Netzon product list
    FIG. 85 Big Data related companies in China
TABLES
    Table 1 Applications and Storages
    Table 2 Average shipping capacity/unit of each HDD types
    Table 3 Total Storage Yearly Capacity Shipping Trend (EB) by Type
    Table 4 Total Storage Yearly Shipping Capacity Trend (EB) by Type, by client/enterprise
    Table 5 Total Accumulated Storage Capacity Trend(EB) by Type
    Table 6 Total Accumulated Storage Capacity Trend by storage, by Type, by client/enterpris
    Table 7 Yearly Capacity ratio trend between Client and Enterprise by Type(%)
    Table 8 Client storage yearly shipping capacity trend
    Table 9 Enterprise storage yearly shipping capacity trend
    Table 10 Enterprise yearly shipping capacity trend by Hot/Cold storage
    Table 11 Enterprise Storage Yearly units shipping trend (M units)
    Table 12 Enterprise accumulated capacity trend
    Table 13 Accumulated Enterprise Cold storage Capacity trend (EB)
    Table 14 Yearly Shipping Capacity (EB)
    Table 15 Accumulated Storage Capacity (EB)
    Table 16 HDD-NL : Gloss capacity & Average capacity per drive Trend (EB/GB)
    Table 17 LTO: uncompressed Capacity Yearly Shipment Trend (EB)
    Table 18 LTO Units Shipping Trend
    Table 19 BD disc trend for archive
    Table 20 Enterprise Optical Disc Storage Accumulated Capacity Trend (EB)
    Table 21 AD Yearly Capacity Shipment Trend (PB)
    Table 22 Archival disc yearly UNITS shipment trend (M units)
    Table 23 Average Capacity/units Trend of HDD, LTO, Optical disc
    Table 24 Capacity Roadmap of each cold storage device
    Table 25 Enterprise Cold Storage Accumulated Capacity2021 - 2026CAGR
    Table 26 Accumulated Enterprise Cold storage Capacity trend