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Thailand's flood-affected PC makers aim the gray market2011-11-08 14:42 GoldTech Components Co.,Ltd.
As a result of the hard disk in Thailand floods worsening supply shortage, some PC vendors have begun to gray market (refers to the "back door" means to purchase products or other gray) to find sources, some PCODM (original design manufacturer) may result from the manufacturers November was forced to stop production.
Gray market drives PC makers find hard to enter the gray market supply initiatives lead to gray market drives prices, 500GB hard drive before the price from $ 45 up to more than $ 100, 320GB hard drive up from $ 35 before $ 60 -70 dollars. As the hard drive industry's future uncertain, PC makers increasingly worried about supply shortages, which makes them all over the sourcing, replenishment of stock. Sources said, the brand because the stock and add the hard disk into a "panic." At present most of the hard drive manufacturer to manufacturer orders amounted to twice the usual requirements, or even three times. However, hard drive manufacturer's response was that they no longer stock, can not supply, PC makers are turning gray market. PC brands are also on the current market environment is analyzed, taking into account the price of a mainstream PC NT $ 25,000 -2.8 million (about $ 827 -926 U.S. dollars), 320GB hard drive if the prices $ 30, then the PC machine cost will go up 4%. If it is a high-end models, the PC hard drive manufacturers can eliminate the cost price. But if it is a mainstream model, PC manufacturers need to observe market conditions before deciding whether to raise the whole price. For Ultrabook, in addition to most other Acer PC makers offer SSD for the notebook, the traditional mechanical hard drives supply shortages may increase Ultrabook needs. PC on behalf of the business discontinued Industry sources said, because the hard part PCODM manufacturer or supplier shortages forced to shut down from November. Fourth quarter of this year, the global source of supply is expected to drive the 170 million from last year fell to 100 million -1.1 one hundred million. In response, some PCODM vendors that supply its brand to their customers to control the hard disk, we have not yet received any information about the supply shortage will continue with its customers to verify the problem. As the world's top five hard drive manufacturers have been the impact of floods in Thailand, which led to hard drive supply gap of 50% -60%, hard drive prices are rising rapidly. Japan's electric drive motor supplier capacity (Nidec) has nine factories in Thailand, of which seven closed because of flooding. Japan's electricity production and is trying to ease the impact of China and the Philippines to improve plant capacity. Hard drive component suppliers in Taiwan Ming-different technology (MinAikTechnology) has two factories in Thailand, they decided to go to Malaysia's production capacity, but the installation of new production lines at least three months to complete, so the overall production capacity in 2012 before the first quarter can not be completely restored. And the differences technology Ming upstream materials suppliers HutchinsON factory in Thailand have been damaged by the floods, Ming different technology companies are looking for alternative suppliers. In addition, Western Digital hard drive shipments in the fourth quarter is expected to decline from 58 million to 22 million -2600 ten thousand; Seagate also affected by the component supplier, shipments are expected to only 40 million. Hitachi hard drive shipments in the fourth quarter will drop to 20 million, the chain was reduced by 30% -40%, Toshiba hard drive in the fourth quarter shipments were down 40% -50%. Most hard drive manufacturers are expected, the first quarter of 2012, a further hard drive shipments by 40% -50% in the second quarter before the production began to recover |
