Research firm iSuppli estimates global HDD production will be down 28.6 percent in the fourth quarter. Analysts expect production will reach 125 million units, down from 175 million in the third quarter.
Global HDD shipments in the fourth quarter are projected to reach approximately 125 million units, down 28.6% from 175 million units in the third quarter. That means shipments for the final quarter of the year would match the industry low three years ago during the third quarter of 2008, when the market tanked at the height of the recession.
More than 25% of the world’s HDD assembly facilities are located in Thailand’s flooded areas. The two worst-hit HDD companies are Western Digital Corp, with 37 thousand employees and approximately 60% of that company’s total HDD capacity; and Toshiba Corp., with 5900 employees and about 50% capacity. Together, the two players account for 25% of the overall HDD market, as well as 45% of the mobile PC HDD market.