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What most articles fail to address is that most of the big brands have factories here and that Thailand accounts for a way too large share of the production of
by nakkiel 15y ago
What most articles fail to address is that most of the big brands have factories here and that Thailand accounts for a way too large share of the production of hard drive parts, regardless of brands. In other words, Thailand is the SPOF of the hard drive industry.
Also, FYI floodings are expected to last one more month (water just isn't flowing that fast) and factories will need time to recover and reach 100% operation (not to mention the overall infrastructure damage). The one month thing is an optimistic estimation from the government. A practical example: some Pakistanis flooded last year were finally getting back to normal when they got hit by this year's floods. No one really know how long it's going to last in Thailand.
WD, in a statement a few days old, said it expected to get back to full normal in the summer.
Edit: for those who just had no idea: http://www.boston.com/bigpicture/2011/10/thailand_flood_reaches_bangkok.html http://www.boston.com/bigpicture/2011/10/thailand_flood_reac... (I used to live a couple of blocks away from picture 7).
- nakkiel 15y agoI felt a bit bad a about the lack of figures in my assertions. Regarding supply: "HDD shipments in the fourth quarter will decline to 125 million units, down 27.7 percent from 173 million in the third quarter [...] Thailand is the world's second-largest producer of HDDs after China." Regarding parts: "component makers like Nidec [...] supplies more than 70 percent of all global HDD motors" In other words, production will likely continue to drop until production resumes. Source: http://www.macworld.com/article/163336/2011/11/thai_floods_hit_q4_hard_drive_production.html http://www.macworld.com/article/163336/2011/11/thai_floods_h...