According to news from this site on January 31, Seagate officially released the Mozaic 3 (Magic Color Box 3) platform earlier this month, using technologies such as HAMR (Note from this site: Heat-Assisted Magnetic Recording) to achieve the single-core mechanical hard drive A new record for disc density of 3TB. The relevant press release also mentioned "The development roadmap of 4TB and 5TB per disk in the next few years".
In the recent Seagate second fiscal quarter fiscal 2024 (ending December 31, 2023) earnings conference call, Seagate CEO Dave Mosley shared his thoughts on More detailed expectations for future technologies.
Dave Mosley said that the future implementation of 4TB per disk will increase the capacity of each mechanical hard drive. For buyers, more data can be stored with the same number of disk slots; at the same time, due to the improvement in energy consumption ratio, large AI companies can allocate more power to AI processors such as GPUs, ultimately leading to better TCO. For Seagate itself, higher single-disk capacity means that the production of mechanical hard drives with the same capacity requires fewer platters and heads, which can increase profits.
Dave Mosley also said that 4TB single-platter HAMR hard drives will arrive soon, and related products are expected to start generating revenue in the second half of 2025.
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