In a filing with the SEC yesterday, Seagate provided an update on their view of the hard drive shortage. Seagate confirmed their 180 million unconstrained demand number for hard drives in the fourth quarter of this year, and estimates the market will be able to deliver 110-120 million units of that demand. Of that Seagate expects to ship 41 - 45 million units, which is the lower middle of their 40-50 million broad estimate provided on their last quarterly call.
At the Needham 5th Annual HDD & Memory Conference today, OCZ revealed a good deal of vision about what both consumer and enterprise customers can expect out of the company in the coming quarters. OCZ highlighted a number of new initiatives; like the first SSD to use TLC NAND hitting the market early next year, their new Indilinx processors with support for up to 100,000 IOPS, the Intrepid 3 SSD and the NVM Express specification, part of OCZ's next generation PCIe SSD.