In the new generation of consoles, Sony ’s PS5 console has a lot of effort on the SSD hard drive, and the performance of 5.5GB/s is more than double the 2.4GB/s of the Microsoft Xbox Series X (XSX) host hard drive. However, Microsoft XSX host pioneered a new type of mini SSD hard drive. Seagate OEM may become a killer.
In Microsoft's XSX host, the built-in NVMe SSD hard drive has a capacity of 1TB. This capacity obviously cannot satisfy everyone, and it has to rely on an external hard drive.
On this issue, Microsoft prepared two options for XSX. One is the traditional USB interface mobile hard disk, which supports the USB 3.2 standard. This speed should not be too high, so XSX has also developed a new extended SSD hard disk.
This hard drive is actually similar to a common USB flash drive. It can even be said to be smaller. It is only the size of a fingernail. It is customized by Seagate and has a capacity of 1TB.
As for performance, Microsoft has not announced the specific speed of this 1TB mini SSD, but the official said that it matches the internal NVMe hard drive, which means that the speed is also GB/s level, and the performance will be very powerful.
Microsoft chose Seagate instead of Samsung, Toshiba and other flash memory manufacturers on this SSD hard drive, which also benefited Seagate's SSD business. Some analysts have calculated that the shipment of 1TB mini SSD hard drives will be about 1 to 2 million units this year, with an average selling price of $ 100.
With this alone, this expanded SSD drive can contribute $ 200 million to $ 200 million in revenue for Seagate. The total will not be very large, but everyone should know that Seagate ’s SSD drive business only generated $ 771 million in revenue last year. Counting this hard drive, you contributed 20% revenue growth to them.