SSD Insights Q4/11 - Opportunity Knocks

Forward Insights
November 1, 2011
SKU: GCWF6694314
License type:
The flooding in Thailand, which accounts for forty-eight percent of worldwide HDD manufacturing capacity, has taken a heavy toll on the industry. Submerged facilities and damaged equipment have affected the supply chain including disk drive bases, flex actuator assemblies, motors, pivot cartridges, suspensions, HGA connectors, etc.

Production of HDDs will be heavily impacted in the latter half of Q4/11 going into 2012 and the effects of the HDD shortage will continue to linger throughout next year. As a result, PC OEMs are looking to satisfy a part of the shortfall with SSDs. This incremental SSD demand along with the introduction of lower priced ultrabook PCs will drive the adoption of SSDs next year.

This report evaluates the impact of Thai flooding on HDD shipments and the adoption of SSDs in PCs.

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