Digitimes System -
Thailand's floods in early October, have created strong
impact toward the hard disk drive (HDD) supply chain, causing many PC
brand vendors to miss business opportunities in the fourth quarter, the
traditional peak season, but Digitimes Research senior analyst Joanne
Chien believes hard drive capacity will see an obvious improvement
starting February 2012 after experiencing the most serious shortages in
December 2011 and January 2012.
Because brand vendors
are already out of HDD inventory, shipment volumes of devices with HDDs
in the first quarter of 2012 will remain at a similar level as in the
fourth quarter of 2011, with the HDD supply gap to remain at about four
million units. In the fourth quarter, brand vendors together have a
total inventory volume of about 20 million units. ... 続きを読む http://www.digitimes.com/news/a20111213VL201.html
