Digitimes Research table on a resumption of intensive production in Thailand to the beginning of the second quarter of 2012, and as soon as early January as some believed.
Everyone knows that the floods in Thailand had a strong impact on the delivery of the hard drives, in fact increasing the rates of these parts. If production chains are distributed on the whole, the climate catastrophe caused a net loss on sales of the fourth quarter, reflected in the figures of Intel.
Several sources suggest that the return to a normal production in the stricken region will be next February. Assemblers, living on their stocks, are able to maintain production as with almost 20 million disks on their shelves. Western Digital HDD parts manufacturers, think able to return to 70% of their production capacity for March 2012, three months after the scheduled date. Although it should be remembered that WD is a case apart and is the most affected by the Thai floods.
Hard disk production table according to Digitimes Research
On the second quarter, Digitimes Research estimates that manufacturers will be able to ensure the production of 165 million units, or only a million units less the demand. To catch up and redo stock, production units out half a million additional hard disks for the third and fourth quarters of 2012.
Concerning the prices of these products, from our information and contrary to the chart, the first quarter of 2012 will not really good season for the purchase of hard drives, and it is likely that resellers will be able to revise downward the rates from mid-2012, even if stocks are not yet fully back. Of course, these estimates will be subject to evolution with what actually happens in manufacturing of hard drives.
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