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SSD Insights Q4/11: Opportunity Knocks
Report No. FI-NFL-SSD-Q411, November 2011
The flooding in Thailand, which accounts for forty-eight percent of worldwide HDD manufacturing capacity, has taken a heavy toll on the industry. Submerged facilities and damaged equipment have affected the supply chain including disk drive bases, flex actuator assemblies, motors, pivot cartridges, suspensions, HGA connectors, etc.
Production of HDDs will be heavily impacted in the latter half of Q4/11 going into 2012 and the effects of the HDD shortage will continue to linger throughout next year. As a result, PC OEMs are looking to satisfy a part of the shortfall with SSDs. This incremental SSD demand along with the introduction of lower priced ultrabook PCs will drive the adoption of SSDs next year.
This report evaluates the impact of Thai flooding on HDD shipments and the adoption of SSDs in PCs.
The table of contents of the report is shown below.
Contents:
Forecast Summary
Captive End User Assembled Enterprise SSD
Tablets
LCPC
LCPC Units & GB
LCPC SSD Unit Breakdown
LCPC SSD Pricing
LCPC SSD Revenue Breakdown
LCPC SSD GB Breakdown
Notebook PC
Notebook Units & GB
Notebook SSD Unit Breakdown
Notebook SSD Pricing
Notebook Revenue Breakdown
Notebook GB Breakdown
Ultra-thin Notebooks
PC Flash Cache/Hybrid Dual Drive SSDs
Channel
Channel Units & GB
Channel SSD Unit Breakdown
Channel SSD Pricing
Channel SSD Revenue Breakdown
Channel SSD GB Breakdown
Desktop
Desktop Units & GB
Desktop SSD Unit Breakdown
Desktop SSD Pricing
Desktop SSD Revenue Breakdown
Desktop SSD GB Breakdown
Enterprise
Enterprise Total
Server-attached (PCIe)
Server-attached (Boot)
Server-attached (IO SATA, SAS)
Storage-attached (FC, SAS, PCIe, SATA)
Impact of Thai Flooding
HDD Shipments by Supplier
Impact on HDD Supply Constraints on SSD Adoption
Table of Contents
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