证券日报网讯 深科技（000021）9月30日发布公告，在公司回答调研者提问时表示，尽管消费级HDD市 场持续受到SSD的冲击，但HDD凭借大容量和低成本存储的优势，在数据中心、企业级存储和大数据处 理领域仍存在较大需求空间。截至2025年半年度数据，公司盘基片业务销售量较去年同期有较大提升， 但硬盘磁头业务受客户产能布局转移的影响，销售量同比有所下滑。未来，随着数据存储需求爆发式增 长，存储产业将迎来技术升级浪潮，在HAMR（热辅助磁记录）等创新技术驱动下，公司将把握产业变 革机遇，持续优化产品矩阵和商业模式，积极拓展新兴业务领域，巩固在存储行业的技术领先地位。 ...

Core Viewpoint - The HDD glass substrate industry is facing challenges due to the rapid growth of SSDs, leading to a shrinking market for HDD glass substrates, which is projected to decline from $8.87 billion in 2024 to $5.53 billion by 2031, with a compound annual growth rate (CAGR) of -5.70% from 2025 to 2031 [13]. Industry Status - The production of HDD glass substrates is highly concentrated, with Hoya being the sole manufacturer, operating three production bases in Southeast Asia (Thailand, Vietnam, and Laos) [2]. - The HDD industry is mature but is experiencing a decline in demand due to competition from SSDs, particularly in consumer applications like laptops, while still maintaining strong demand in data centers and enterprise storage [3]. Technological Advancements - Continuous improvements in glass substrate manufacturing technology, especially in surface treatment and smoothness, are enabling higher density storage solutions [4]. - New technologies such as MRAM (Magnetoresistive Random Access Memory) and HAMR (Heat-Assisted Magnetic Recording) are being developed to support advanced storage media and heads [4][5]. Market Trends - The demand for higher density storage is driving the development of glass substrates, particularly with the support of HAMR and MAMR (Microwave-Assisted Magnetic Recording) technologies [5]. - The HDD market is expected to maintain stable demand in the medium to long term, especially in cloud services and data centers that require large-capacity, low-cost storage solutions [8][19]. Competitive Landscape - The rise of SSDs is intensifying competition, prompting HDD manufacturers to innovate with new technologies and materials to enhance market competitiveness [6]. - The production process for HDDs is moving towards greater automation and intelligence, utilizing AI and big data analytics to optimize production efficiency and yield [7]. Application Segmentation - Data centers are the primary application for HDD glass substrates, projected to account for 60.30% of global market revenue in 2024 [19]. - While HDDs remain relevant in enterprise storage, they are gradually being replaced by SSDs in consumer electronics due to advantages in speed, shock resistance, and power efficiency [9].