Seagate has allocated its Nearline hard disk drive capacity through the end of 2027. The company announced this strategic move during its fiscal year 2026 third-quarter earnings call on April 28, 2024. Seagate has allocated Nearline HDD capacity through the end of 2027.
The roadmap focuses on Heat-Assisted Magnetic Recording technology generations. Seagate plans to certify Mozaic 4, its second-generation HAMR platform, with all major cloud service providers this quarter. The third-generation Mozaic 5 technology targets a density of 5 terabytes per platter. This density enables single drives to reach 50 terabytes of capacity.
Seagate allocates Nearline HDD capacity through 2027 and targets 50TB drives
Seagate aims to have HAMR drives contribute 70 percent of its total Nearline shipment capacity by the end of fiscal year 2027. The company expects to complete validation and ship Mozaic 5 drives by the end of calendar year 2027. The release timing for Mozaic 5 remains dependent on the completion of this validation process.
Seagate Nearline HDD Roadmap and Targets
| Feature | Detail |
|---|---|
| HAMR Technology Generations | Mozaic 4 (2nd Gen), Mozaic 5 (3rd Gen) |
| Mozaic 5 Target Density | 5TB per platter, 50TB per drive |
| Mozaic 5 Release Window | End of calendar year 2027 |
| HAMR Capacity Share Target | 70% of Nearline shipment capacity by FY2027 end |
Market data indicates that the unit price for Nearline hard disk drives has increased by approximately 5 percent year over year when measured by capacity. Seagate stated that it has no plans to produce small-capacity HAMR drives. The company focuses exclusively on high-platter count drives designed for cloud infrastructure rather than smaller form factors.
Discussion
0 comments
Log in to join the thread with a thoughtful take, question, or correction.