In contrast, demand for mobile 2.5in. and desktop 3.5in. HDDs was affected negatively in 3Q15 by downstream HDD and system inventory reductions. As a result, HDD demand for PCs was somewhat lower than IDC had projected for the quarter. IDC believes that the inventory reductions affecting HDD demand negatively in 2Q15 and 3Q15 had subsided by the end of 3Q15, thus eliminating a headwind for mobile 2.5in. and desktop 3.5in. HDD demand in 4Q15.
HDD shipments for enterprise applications were also slightly weaker in 3Q15 than IDC had expected and were relatively flat from 2Q15 to 3Q15. However, enterprise HDD petabyte shipments for enterprise applications increased by more than 7% sequentially in 3Q15 and by more than 18% year over year.