Saturday, December 20, 2014
Search
  
Submit your own News for
inclusion in our Site.
Click here...
Breaking News
T-Mobile to Pay $90 Million To Settle Case With FCC
New Trojan Targetted Banks Wordlwide
FBI Confirms North Korea Was Behind Sony Hack
Apple Responds To BBC's Allegations Over Working Conditions In Chinese Factory
BlackBerry Returns To Cash Flow
Comparison: Quantum Dot Vs. OLED Displays
Toshiba and SK Hynix Reach Settlement in Lawsuit Ahead Of CES
Google Concerned About MPAA's Actions To Revive SOPA
Active Discussions
Digital Audio Extraction and Plextools
Will there be any trade in scheme for the coming PSP Go?
Hello, Glad to be Aboard!!!
Best optical drive for ripping CD's? My LG 4163B is mediocre.
Hi All!
cdrw trouble
CDR for car Sat Nav
DVD/DL for Optiarc 7191S at 8X
 Home > News > PC Parts > Thai Fl...
Last 7 Days News : SU MO TU WE TH FR SA All News

Friday, November 11, 2011
Thai Floods Expected To Hurt PCs In 2012


Widespread flooding in Thailand have disrupted operations at more than a dozen hard disk drive (HDD) factories, significantly damaging the HDD industry and worldwide PC shipments through the first half of 2012, according to an IDC report.

In the first half of 2011, Thailand accounted for 40-45% of worldwide HDD production. As of early November, nearly half of this capacity was directly impacted by the flooding, IDC says. In addition to assembly and component facilities being inundated with water, the industry faces work stoppages due to poor access and power outages. The full extent of the damage to HDD industry factories will not be known until the floodwaters recede, although it's already clear that there will be HDD supply shortages into the first quarter of 2012.

The severity of HDD shortages in the coming months largely depends on the industry's ability to recover lost production capacity in Thailand. While IDC believes HDD industry participants will recover and restore HDD production capacity relatively quickly, HDD supply will remain constrained for an extended period of time. As a result, PC vendors should plan for and expect significant HDD shortages by mid-November 2011 that will continue into 1Q 2012.

A large part of PC production for Q4 2011 shipment has already taken place or can be completed with existing HDD inventories, limiting the impact on Q4 PC shipments to less than 10%. But in a worst-case scenario, total PC shipments could be depressed by more than 20% in Q1 2012 vs. previous forecasts as a result of the HDD shortage.

Higher HDD prices are also expected as demand exceeds supply and manufacturers face increased costs for components, expedited shipments, and shifting of production to new locations.

IDC expects the HDD industry to begin to recover in 1Q 2012, and sees the HDD pricing stabilizing by June, with the industry running close to normal in the second half of 2012.

"In response to the crisis, priority will be given to the large PC manufacturers that drive HDD shipment volumes as well as to the high-margin products used in enterprise servers and storage," said John Rydning, research vice president, Hard Disk Drives and Semiconductors. "But the HDD vendors can't neglect their smaller customers, whose business will continue to be important once capacity is fully restored. Some interesting production and partnering arrangements with customers can be expected as HDD vendors scramble to bring production back up while simultaneously angling for a strategic advantage."

"The HDD shortage will affect smaller PC vendors and lower priced products most, including mininotebooks (aka netbooks), emerging markets and entry-level consumer PCs. However, even the largest vendors are expected to face HDD shortages, particularly for portable PCs where the market is more consolidated," added Loren Loverde, program vice president, IDC Worldwide Consumer Device Trackers. "Nevertheless, the shortage will relieve some pressure on pricing and margins, and present some opportunities for strategic share gains among the larger players."


Previous
Next
Sony Launches UMD Passport Program        All News        Apple Releases iPhone Battery Drain Software Fix
Super Talent Introduces 4-Channel USB 3.0 Flash Drive     PC Parts News      Iomega Releases The eGo Mac Edition Portable Hard Drive

Get RSS feed Easy Print E-Mail this Message

Related News
ASTC Says 100 TB HDDs Coming in 2025
China's Tianhe-2 Supercomputer Retains Top Spot TOP500 Supercomputer List
Toshiba Offers New 4TB and 5TB Desktop HDDs
New WD My Passport Portable Storage Drive Has Wireless Function And SD Card Slot
Western Digital Introduces 6 TB NAS Hard Drive, Seagate Starts Sampling 8GB Models
HDD Market Seen To Post Modest Growth in 2014
HGST Debuts Touro S Mobile External Hard Drives, 15K RPM Enterprise-class Ultrastar C15K600 family
SDK Starts Shipments of 2.5-Inch 670GB HD Media
China's Tianhe-2 Supercomputer Maintains Top Spot On Supercomputer Ranking
Scientists Unveil Million-Year Data Storage Disk
WD Releases Faster 7,200-RPM Black Hard Drives
Ultrathin Notebooks and PC Tablets Push SSD Market

Most Popular News
 
Home | News | All News | Reviews | Articles | Guides | Download | Expert Area | Forum | Site Info
Site best viewed at 1024x768+ - CDRINFO.COM 1998-2014 - All rights reserved -
Privacy policy - Contact Us .