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What's causing the drop in demand? Anyone know?
by epicureanideal 8y ago
What's causing the drop in demand? Anyone know?
- ksec 8y agoFalling PC Shipment. Notebook transition to SSD. The move to cloud computing, where Cloud providers chooses higher capacity unit rather then slightly cheaper price per GB model. Obviously the TCO flavours the former on power and space usage.
- dekhn 8y agomaybe your peak volume numbers should be normalized by unit capacity.
- ksec 8y agoTrue. But but even if you had double the capacity at half the unit shipment, it would still have used half of the motor, half of the casing, assembly, heads etc..... In terms of business isn't exactly good.
- dekhn 8y agohard drive manufacture is economic- it's like oil, with volumes enough that there is a liquidity to the market. I would expect that the market will drive hard drive manufacturers to effectively zero profit. This is a good thing for everybody.
- extrapickles 8y agoI suspect its flash memory (eg: SSD) taking over all uses except for bulk storage and low end computers where $/gb is the only thing that matters.
- mark-r 8y agoLow end computers will eventually go SSD too. The cost of a hard drive has a floor for all the mechanics that go into it. Moores law may be petering out but I think it will still deliver usably large SSDs below that floor.