According to foreign media reports, according to foreign media reports, according to IDC, a market research company, global PC shipments in the first quarter of 2012 may be reduced by 20% due to the shortage of hard drives caused by flooding in Thailand. IDC expects that half of the reduced PC shipments in the first quarter of 2012 will have a direct relationship with the flood in Thailand. IDC believes that Thailand's hard drive output accounts for 40% to 45% of global hard drive output.
Seagate, the main hard disk manufacturer, and Western Digital have large-scale hard disk production facilities in Thailand. Since July, Thailand’s floods have killed at least 320 people and destroyed Thai industrial areas. Since then, hard drive prices have risen by 20% to 40%.
IDC said that although IDC believes that manufacturers in the hard disk industry will soon resume production capacity, the supply volume is still very tight for some time. Since the shipment of PCs shipped in the fourth quarter of this year has been completed or can be completed using the existing inventory of hard disks, the hard disk's impact on shipments in the fourth quarter will not exceed 10%. However, the worst case scenario is that in the first quarter of 2012, overall PC shipments will be reduced by more than 20%.
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