Seagate Technology Holdings Plc (STX) |
|
|
|
Seagate Technology Holdings Plc's Suppliers Performance
STX's Supply Chain
|
STX Costs vs Sales of Suppliers Growth |
Seagate Technology Holdings Plc's Suppliers recorded an increase in sales by 7.18 % year on year in Q4 2023,Seagate Technology Holdings Plc's cost of sales deteriorated by -27.3 % year on year, relative to one quarter ago cost of sales fell by -8.58 % in Q4.
• More on STX Suppliers
|
|
Seagate Technology Holdings Plc's Suppliers recorded an increase in sales by 7.18 % year on year in Q4 2023, from the previous quarter, sales fell by %, Seagate Technology Holdings Plc's cost of sales deteriorated by -27.3 % year on year, compare to one quarter ago cost of sales fell by -8.58 % in Q4.
• More on STX Suppliers
Select the Relationship:
|
|
Select the Category:
|
|
News about Seagate Technology Holdings Plc Contracts |
Seagate Technology Holdings Plc's Comment on Supply Chain
Disk drives incorporate certain components, including a head disk assembly and
a printed circuit board mounted to the head disk assembly, which are sealed inside
a rigid base and top cover containing the recording components in a contamination
controlled environment. We maintain a highly integrated approach to our business
by designing and manufacturing a significant portion of the components we view
as critical to our products, such as recording heads and media.
Read/Write Heads. The function of the read/write head is to scan across the
disk as it spins, magnetically recording or reading information. The tolerances
of recording heads are extremely demanding and require state-of-the-art equipment
and processes. Our read/write heads are manufactured with thin-film and photolithographic
processes similar to those used to produce semiconductor integrated circuits,
though challenges in magnetic film properties and topographical structures are
unique to the disk drive industry. We perform all primary stages of design and
manufacture of read/write heads at our facilities. We use a combination of internally
manufactured and externally sourced read/write heads, the mix of which varies
based on product mix, technology and our internal capacity levels.
Media. Information is written to the media, or disk, as it rotates at very
high speeds past the read/write head. The media is made from non-magnetic material,
usually aluminum alloy or glass, and is coated with a thin layer of magnetic
material. We use a combination of internally manufactured and externally sourced
finished media and aluminum substrates, the mix of which varies based on product
mix, technology and our internal capacity levels. We purchase all of our glass
substrates from third parties, which we use in the disk drives we make for mobile
products.
Printed Circuit Board Assemblies. The printed circuit board assemblies (PCBAs)
are comprised of standard and custom ASICs and ancillary electronic control
chips. The ASICs control the movement of data to and from the read/write heads
and through the internal controller and interface, which communicates with the
host computer. The ASICs and control chips form electronic circuitry that delivers
instructions to a head positioning mechanism called an actuator to guide the
heads to the selected track of a disk where the data is recorded or retrieved.
Disk drive manufacturers use one or more industry standard interfaces such as
serial advanced technology architecture (SATA); small computer system interface
(SCSI); serial attached SCSI (SAS); or Fibre Channel (FC) to communicate to
the host systems. We outsource to third parties the manufacture and assembly
of the PCBAs used in our disk drives. We do not manufacture any ASICs, but we
participate in their proprietary design.
Head Disk Assembly. The head disk assembly consists of one or more disks attached
to a spindle assembly powered by a spindle motor that rotates the disks at a
high constant speed around a hub. Read/write heads, mounted on an arm assembly,
similar in concept to that of a record player, fly extremely close to each disk
surface and record data on and retrieve it from concentric tracks in the magnetic
layers of the rotating disks. The read/write heads are mounted vertically on
an E-shaped assembly (E-block) that is actuated by a voice-coil motor to allow
the heads to move from track to track. The E-block and the recording media are
mounted inside the head disk assembly. We purchase spindle motors from outside
vendors and from time to time participate in the design of the motors that go
into our products. We use a combination of internally manufactured and externally
sourced head disk assemblies.
Disk Drive Assembly. Following the completion of the head disk assembly, it
is mated to the PCBA, and the completed unit goes through extensive defect mapping
and testing prior to packaging and shipment. Disk drive assembly and test operations
occur primarily at facilities located in China and Thailand. We perform subassembly
and component manufacturing operations at our facilities in China, Malaysia,
Northern Ireland, Singapore, Thailand and in the United States in Minnesota.
In addition, third parties manufacture and assemble components and disk drive
assemblies for us in various countries worldwide.
Suppliers of Components and Industry Constraints. There are a limited number
of independent suppliers of components, such as recording heads and media, available
to disk drive manufacturers. Vertically integrated disk drive manufacturers,
who manufacture their own components, are less dependent on external component
suppliers than less vertically integrated disk drive manufacturers.
Commodity and Other Manufacturing Costs. The production of disk drives requires
rare earth elements, precious metals, scarce alloys and industrial commodities,
which are subject to fluctuations in prices and the supply of which has at times
been constrained. In addition to increased costs of components and commodities,
volatility in fuel costs may also increase our costs related to commodities,
manufacturing and freight. As a result, we may increase our use of ocean shipments
to help offset any increase in freight costs.
Seagate Technology Holdings Plc's Comment on Supply Chain
Disk drives incorporate certain components, including a head disk assembly and
a printed circuit board mounted to the head disk assembly, which are sealed inside
a rigid base and top cover containing the recording components in a contamination
controlled environment. We maintain a highly integrated approach to our business
by designing and manufacturing a significant portion of the components we view
as critical to our products, such as recording heads and media.
Read/Write Heads. The function of the read/write head is to scan across the
disk as it spins, magnetically recording or reading information. The tolerances
of recording heads are extremely demanding and require state-of-the-art equipment
and processes. Our read/write heads are manufactured with thin-film and photolithographic
processes similar to those used to produce semiconductor integrated circuits,
though challenges in magnetic film properties and topographical structures are
unique to the disk drive industry. We perform all primary stages of design and
manufacture of read/write heads at our facilities. We use a combination of internally
manufactured and externally sourced read/write heads, the mix of which varies
based on product mix, technology and our internal capacity levels.
Media. Information is written to the media, or disk, as it rotates at very
high speeds past the read/write head. The media is made from non-magnetic material,
usually aluminum alloy or glass, and is coated with a thin layer of magnetic
material. We use a combination of internally manufactured and externally sourced
finished media and aluminum substrates, the mix of which varies based on product
mix, technology and our internal capacity levels. We purchase all of our glass
substrates from third parties, which we use in the disk drives we make for mobile
products.
Printed Circuit Board Assemblies. The printed circuit board assemblies (PCBAs)
are comprised of standard and custom ASICs and ancillary electronic control
chips. The ASICs control the movement of data to and from the read/write heads
and through the internal controller and interface, which communicates with the
host computer. The ASICs and control chips form electronic circuitry that delivers
instructions to a head positioning mechanism called an actuator to guide the
heads to the selected track of a disk where the data is recorded or retrieved.
Disk drive manufacturers use one or more industry standard interfaces such as
serial advanced technology architecture (SATA); small computer system interface
(SCSI); serial attached SCSI (SAS); or Fibre Channel (FC) to communicate to
the host systems. We outsource to third parties the manufacture and assembly
of the PCBAs used in our disk drives. We do not manufacture any ASICs, but we
participate in their proprietary design.
Head Disk Assembly. The head disk assembly consists of one or more disks attached
to a spindle assembly powered by a spindle motor that rotates the disks at a
high constant speed around a hub. Read/write heads, mounted on an arm assembly,
similar in concept to that of a record player, fly extremely close to each disk
surface and record data on and retrieve it from concentric tracks in the magnetic
layers of the rotating disks. The read/write heads are mounted vertically on
an E-shaped assembly (E-block) that is actuated by a voice-coil motor to allow
the heads to move from track to track. The E-block and the recording media are
mounted inside the head disk assembly. We purchase spindle motors from outside
vendors and from time to time participate in the design of the motors that go
into our products. We use a combination of internally manufactured and externally
sourced head disk assemblies.
Disk Drive Assembly. Following the completion of the head disk assembly, it
is mated to the PCBA, and the completed unit goes through extensive defect mapping
and testing prior to packaging and shipment. Disk drive assembly and test operations
occur primarily at facilities located in China and Thailand. We perform subassembly
and component manufacturing operations at our facilities in China, Malaysia,
Northern Ireland, Singapore, Thailand and in the United States in Minnesota.
In addition, third parties manufacture and assemble components and disk drive
assemblies for us in various countries worldwide.
Suppliers of Components and Industry Constraints. There are a limited number
of independent suppliers of components, such as recording heads and media, available
to disk drive manufacturers. Vertically integrated disk drive manufacturers,
who manufacture their own components, are less dependent on external component
suppliers than less vertically integrated disk drive manufacturers.
Commodity and Other Manufacturing Costs. The production of disk drives requires
rare earth elements, precious metals, scarce alloys and industrial commodities,
which are subject to fluctuations in prices and the supply of which has at times
been constrained. In addition to increased costs of components and commodities,
volatility in fuel costs may also increase our costs related to commodities,
manufacturing and freight. As a result, we may increase our use of ocean shipments
to help offset any increase in freight costs.
STX's Suppliers Net Income grew by |
STX's Suppliers Net margin fell in Q4 to |
6.45 % |
24.42 % |
STX's vs. Suppliers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Seagate Technology Holdings Plc |
17,846.51 |
6,471.00 |
-728.00 |
40,000 |
Stmicroelectronics N v |
42,346.04 |
17,286.00 |
4,222.00 |
48,254 |
SUBTOTAL |
42,346.04 |
17,286.00 |
4,222.00 |
48,254 |
|