IHS iSuppli: PC Shortfall to Reach 4 Million Units in Q1 2012 Due to HDD Shortage - HotHardware
IHS iSuppli: PC Shortfall to Reach 4 Million Units in Q1 2012 Due to HDD Shortage

IHS iSuppli: PC Shortfall to Reach 4 Million Units in Q1 2012 Due to HDD Shortage

Word to the wise -- if you find a killer deal on a mechanical hard drive and you need more storage, go ahead and pounce. As you're probably well aware by now, recent flooding in Thailand hit the hard drive industry pretty hard, and that's been resulting in higher prices all around. It's also causing a shortage of HDDs, and by extension, a shortfall in PC shipments.

According to market research firm IHS iSuppli, there will be a 3.8 million unit shortfall in PC shipments in the first quarter of 2012 compared to the previous IHS forecast issued in August, and it's a direct result of the hard drive situation. Before you panic and write off PCs, understand that PC shipments are still expected to grow in 2012, and by 6.8 percent, though that's lower than IHS iSuppli's previous forecast of 9.5 percent.


Source: IHS iSuppli

"The PC supply chain says it has sufficient HDD inventory for the fourth quarter of 2011. However, those stockpiles will run out in the first quarter of 2012, impacting PC production during that period," said Matthew Wilkins, senior principal analyst, compute platforms for IHS.

The good news is that the HDD supply situation is expected to improve starting in Q1 2012, it will just take some time to replenish the supply chain. By the end of the third quarter next year, IHS iSuppli expects the HDD industry will be able to meet demand, with PC shipments rebounding in the second half of 2012.
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Hopefully production stays up because I can see tablets chipping away at the dip in PCs

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Shame. The floods in Thailand are hitting everybody pretty hard. Also I agree with LLeCompte, this shortage will surely increase the tablets market share.

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Perhaps the hard drive industry has learned their lesson - don't put all your eggs in one basket.

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No need to panic there is something called an SSD. I am speaking to all PC builders.

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not every mobo can rock a SSD or at least make it worth while. Mine doesnt support TRIM so I don't plan on wasting money on a drive thats going to suffer.

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SSDs really seem to be coming in line with pricing on mechanical hardrives. Of course you don't get as much space but the speed is worth it. This is at least true for a primary hard drive :)

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I agree omegadraco and see this as another step in computer evolution even if not through the normal means. If there is a shortage in current TOL HD's then either one of two things will happen they will use available stock (lower capacity HD's that were not on a manufacturers grounds in Thailand) or SSD's that are readily available. The big thing here is most mechanical HD's are made by one of the big two or at least the four main producing companies whereas SSD's are manufactured by a number of companies and the main mechanical HD providers basically do not really participate at least whole heartedly in SSD's. So all the smaller or uncommon manufacturers Vs. a mechanical HD come into play with a higher demand developments ramp up as does capacity then prices eventually start dropping further and they start becoming more of a normal or common component in general.

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rapid1:
The big thing here is most mechanical HD's are made by one of the big two or at least the four main producing companies whereas SSD's are manufactured by a number of companies and the main mechanical HD providers basically do not really participate at least whole heartedly in SSD's. So all the smaller or uncommon manufacturers Vs. a mechanical HD come into play with a higher demand developments ramp up as does capacity then prices eventually start dropping further and they start becoming more of a normal or common component in general.

Nice way to see this... However, there are some smaller companies who make mechanical HD's as well and while this is a step in the right way for computer evolution; I still worry about SSD reliability (which is still a major issue as SSD's have a limited number of writes before they die) and while the number of steps manufacturers have taken to decrease write wear is admirable; I'm still worried when it comes to SSD's. At least the people who have an HDD can put all of their data on the hard drive and use the SSD solely for speed purposes, I still wouldn't use it fulltime when it comes to putting all of my data on there.

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I understands your concerns as the limited number of writes and relatively short retention of data without power (roughly 10 years) were the main source of incertitude. But, analysis has shown that SSDs are likely to die long before they reach their writing limits and both HDD and SSDs have roughly the same life expectancy. Still, HDDs are the best option for backup but mainly for the much higher value for capacity they offer. For anything long term, you have Blu-ray and tapes.

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