PC shipments should begin to be slowed by the shortage of hard drives next month ...
Floods in Thailand have severely affected the production of hard drives. So that different resellers announced that they will find it difficult to complete orders in the order of 10% for the month of December.
According to information we have, some retailers such as HP, Dell and Acer have stocks of hard drives that can cover applications for computers for about four weeks. Others would do that for a week, which seems fair enough to deliver the orders of November and possibly early December.
The "drought" stock should hit more violently the market in early 2012 when the impact will be from 40 to 50% on the availability of different types of retailers. If everything comes back in order, Thai manufacturers could return to normal production of hard drives around February to March as seen above, with a peak for the expected shortage in the heart of the first quarter of 2012.
According to information we have, some retailers such as HP, Dell and Acer have stocks of hard drives that can cover applications for computers for about four weeks. Others would do that for a week, which seems fair enough to deliver the orders of November and possibly early December.
The "drought" stock should hit more violently the market in early 2012 when the impact will be from 40 to 50% on the availability of different types of retailers. If everything comes back in order, Thai manufacturers could return to normal production of hard drives around February to March as seen above, with a peak for the expected shortage in the heart of the first quarter of 2012.
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