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Friday, 11 November 2011 13:16

Thai floods to hurt PC sales in Q1 2012

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20 percent drop in shipments expected

Disastrous flooding in Thailand has forced several hard drive manufacturers to halt production and makers of other components have also been affected.

Research outfit IDC believes the disruption will not have a major impact on PC shipments in 2011, with a drop of less than 10 percent up to, and including the holiday season. However, once inventories are depleted PC makers will run into more trouble.

IDC researchers reckon that the shortage will disrupt production in the first quarter of 2012 and as a result PC shipments could drop more than 20 percent over this period. Thailand accounted for about 45 percent of hard drive production in the first half of the year, but the flooding seems to have halved the country’s output.

Although IDC expects major vendors will be able to weather the storm and get priority shipments, they will also be affected, albeit to a lesser extent than small consumers. Basically enthusiasts who don’t tend to buy brand name computers will bear the burden of the shortage.

Worse, the peak of the shortage will coincide with the introduction of Intel’s Ivy Bridge chips and new 28nm graphics from both AMD and Nvidia. Consumers eager to upgrade their rigs will either have to pay a huge mark-up on hard drives, choose SSDs instead, or wait for a few months in the hope of saving some hard earned cash.

More here.

Last modified on Friday, 11 November 2011 17:41

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+2 #1 zionzz 2011-11-11 17:05
I'm here in Bangkok Thailand, look at HDD price and faceplam everyday.

While preparing myself for flood to come.
0 #2 JEskandari 2011-11-14 00:52
I don't know about the prices around the world but here I wished I had a Store house filled with HDD
0 #3 ddriver 2011-11-14 16:51
I am happy I got two 2TB WD greens just before prices went crazy. Kind of sorry I sold a 1.5TB samsung too, but glad I didn't sell the second 1.5TB and 1TB samsungs I thought of replacing. I got the 2TB greens for 75 euro each, now the price here is 200+ euro, that is 160% price jacking.

As far as I read about half of WD's capacity is crippled, which is about 1/3 of total hdd supply, I somehow don't feel those prices are justified, especially considering most of the jacking is not done by HDD manufacturers but by greedy retailers, more than happy about the disaster they eagerly exploit.

Hope the situation gets better soon, and it would be a good idea to decentralize manufacturing a bit... Imagine if this kind of price jacking happens to FOODS...

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