Seagate continues to work towards achieving 100 TB disk drives using HAMR technology with Mozaic 3+ HAMR tech currently supporting 3-3.6 TB per platter in their drives.
Competitors like Western Digital and Toshiba are also moving towards HAMR tech for increased areal density in disk drives but are lagging behind Seagate's development progress.
Seagate has faced challenges in mass production and qualification of HAMR drives, leading to delays in introducing higher capacity models to the market.
Seagate aims to introduce 40-plus TB drive samples in the near future with plans to reach a capacity range of 12-44 TB and further advancements in subsequent generations.
Despite previous setbacks, Seagate is optimistic about achieving 100 TB disk drives by around 2033, leveraging evolving HAMR technology for increased areal density.
The company anticipates that over 40% of its disk drive exabytes will be supported by HAMR technology by the end of fiscal 2026, with further growth expected in fiscal 2027.
Seagate's strategy involves leveraging HAMR technology to reduce production costs by reinventing lower capacity drives with fewer platters and sliders, aiming for a 10-15% cost reduction.
The delays in HAMR productization have allowed competitors to catch up in terms of capacity, with Seagate opting for a ten-platter design compared to Western Digital and Toshiba's eleven-platter approach.
Analysts believe that HAMR technology is reaching maturity, with expectations of wide-scale adoption by early 2026.
Seagate's vertically integrated laser approach aims to enhance cost efficiency in production, while ongoing investments in HAMR technology indicate a strong commitment to achieving higher disk drive capacities.
The prolonged challenges in HAMR technology development may give Seagate a competitive advantage in the market, potentially leading to increased market share and revenue over competitors.