Gartner Research

Gartner Invest Analyst Insight: WDC Acquisition of SanDisk Changes Storage Competitive Landscape

Published: 22 October 2015

ID: G00293611

Analyst(s): Andrew Neff, Tim Mahon

Summary

WDC's acquisition of SNDK is a positive strategic move with many operational and competitive challenges. While HDD dynamics should remain stable, STX remains dependent on HDDs, and WDC will double its TAM with entry into the high-growth SSD market. There is no change in our view of NAND dynamics.

Table Of Contents

Company Impact

Essential Insight

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