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HDD supply to fall short 35 percent in Q4 2011

Posted on Tuesday, November 29 2011 @ 21:22:36 CET by

Sources at Taiwanese PC makers told DigiTimes that HDD production is estimated to fall short of demand by about 35 percent:
Global supply of hard disk drives (HDDs) in the fourth quarter of 2011 will decrease to 110-130 million units due to the impact of flooding in Thailand, about 35% short of demand for 180 million units, according to Taiwan-based makers in the PC supply chain.

Some PC makers are relatively optimistic that the global HDD shortage will ease in first-quarter 2012, while others estimate the easing to come in the second quarter, the sources indicated. However, they believe the HDD industry will take 9-24 months to completely restore normal production, meaning PC vendors will have to face increased HDD costs in 2012, the sources said.



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