“Overall, the reduction from five to three manufacturers considerably improves the stability and efficiency of the HDD industry,” said Fang Zhang, analyst for storage systems at IHS.
“However, the acquisition also signals a recognition by Seagate and Samsung that conditions in the storage space will become more challenging in the future.”
With Toshiba and Fujitsu having performed a merger of sorts back in 2009, this leaves the HDD market divided between three entities.
Western Digital leads with roughly 50%, followed by Seagate (40%) and, finally, Toshiba (10%, obviously).