All the PC industry is affected by the shortage of hard drives and the beginning of the year 2012, as the end of the year 2011, should be difficult for the manufacturers...
The analysis firm Trefis is interested in the impact of the shortage of hard drives following the announcement of the latest results from Intel and the revision of its results for the year end. It must be said that 40 to 45% of world production in hard disks is concerned by the consequences of the floods in Thailand. Result, the stocks come to miss and prices soared among retailers. Trefis findings are clear enough.
According to the firm, the processor price represents on average 20% of that of a computer, and if Intel refers to profits of $1 billion, major manufacturers of finished computers could be five times greater, up to 5 billion. Taking into account the consequences of this shortage on the activity of AMD and Nvidia, Trefis spoke of 6 billion.
In this situation, it is the HP and Dell Americans who would be the most severely affected given the importance of their PC divisions. HP, n ° 1 world of the microcomputer, could only lose $ 1.1 billion of the suites of this shortage on the fourth quarter of 2011. But it's Dell, more dependent of its PC activity, could be the most result. And no flag is really optimistic for the beginning of the year 2012, as according to iSuppli, the lack of hard disks to meet world demand should reduce the shipments of computers for the first quarter of next year to 3.8 million units.
The shortfall is therefore not only huge for Western Digital, manufacturer of hard drives most affected by the flooding, and its competitors, but also for the entire PC industry...
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