According to news from PC makers in Taiwan, the demand for global hard disk in the fourth quarter of this year is about 180 million, and due to the impact of flooding in Thailand, the actual supply will only be 110-130 million, and the gap will reach 35%.
Some PC makers are still optimistic that the shortage of hard disks will be eased in the first quarter of 2012, but some manufacturers believe that they will wait until the second quarter of next year. In any case, the hard disk industry needs a short period of 9 months and a long period of 24 months to fully restore normal production levels. Therefore, the overall situation in 2012 will tend to be pessimistic.
Acer has decided to raise the price of notebooks planned for release in December by 2-3% to cope with the increase in hard drive costs. Asustek and Dell may also take the same measures.
Some PC makers are still optimistic that the shortage of hard disks will be eased in the first quarter of 2012, but some manufacturers believe that they will wait until the second quarter of next year. In any case, the hard disk industry needs a short period of 9 months and a long period of 24 months to fully restore normal production levels. Therefore, the overall situation in 2012 will tend to be pessimistic.
Acer has decided to raise the price of notebooks planned for release in December by 2-3% to cope with the increase in hard drive costs. Asustek and Dell may also take the same measures.
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