In the third quarter of 2011, the global hard disk demand is expected to reach a maximum of 180 million, but the five major hard disk manufacturers can only provide 1.6-1.65 billion at most, which means there will be a huge gap of 15-20 million, compared to the second quarter. The number of 1,000 pieces has increased a lot, and is unlikely to be filled up this year.
The strong demand for hard disk demand in the third quarter mainly came from the upgrade of IT products in the enterprise market and the storage subsystems with continuous expansion of cloud computing servers.
Out-of-stock helps hard-drive makers maintain prices, but corporate servers, which originally expected big profits, may shrink. Currently, 50% of hard disk supply goes to desktop PCs, notebooks, and netbooks, and cloud computing servers are still less than 10%. However, as the demand for Internet data storage soars, hard disk manufacturers are actively shifting to the more profitable server hard disk market.
At present, the top ten brand notebook manufacturers have almost 80% of the models equipped with 320GB or 500GB hard drive, the two are basically five or five open, to the third quarter may be designed for four or six open, while basically eliminating 250GB hard drive. The larger capacity of 640GB and 750GB will mainly appear in business notebooks and gaming notebooks, and will not become mainstream this year.
The strong demand for hard disk demand in the third quarter mainly came from the upgrade of IT products in the enterprise market and the storage subsystems with continuous expansion of cloud computing servers.
Out-of-stock helps hard-drive makers maintain prices, but corporate servers, which originally expected big profits, may shrink. Currently, 50% of hard disk supply goes to desktop PCs, notebooks, and netbooks, and cloud computing servers are still less than 10%. However, as the demand for Internet data storage soars, hard disk manufacturers are actively shifting to the more profitable server hard disk market.
At present, the top ten brand notebook manufacturers have almost 80% of the models equipped with 320GB or 500GB hard drive, the two are basically five or five open, to the third quarter may be designed for four or six open, while basically eliminating 250GB hard drive. The larger capacity of 640GB and 750GB will mainly appear in business notebooks and gaming notebooks, and will not become mainstream this year.
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