Electronics Production | December 19, 2011
Notebook HDD may recover by 1Q12
Notebook HDD may recover by 1Q12, Desktop HDD to see improvement in 2Q12.
According to DRAMeXchange, a research division of TrendForce, the Thailand flood-induced HDD supply chain disruption has resulted in a 4Q global PC shipment shortage of approximately 4 million units, of which 3.5-inch desktop (DT) HDD accounts for around 80%. From the market perspective, the notebook (NB) HDD shortage occurred around mid-November, right after the traditional peak shipment season in October. Therefore, the 4Q NB shipment decline only increased slightly, from 3.4% to 3.7%. The DT market decline, on the other hand, increased from the initially forecasted 5% to 15%. DRAMeXchange indicates, around 40% of global HDD production comes from Thailand. Of the companies affected by the flood disaster, Western Digital’s two plants and the Toshiba plant suffered the hardest hits, accounting for approximately 20-25% of the global shortage. Thus, PC OEMs immediately sought to prevent disruptions to their HDD supply. First-tier U.S. PC OEMs’ shortages were relatively minimal due to their large shipment volumes and deeper ties with HDD makers. Japanese maker, Toshiba, and Korean makers were also relatively unaffected, as they benefitted from having their own capacity. Smaller Japanese makers and other PC OEMs in Asia, on the other hand, suffered more severe shortages as they lack the support of major HDD manufacturers. The retail channel market has seen the greatest price increases, as HDD makers are giving priority to companies they have close cooperation with; this has indirectly affected the DT and DIY markets. Furthermore, in consideration of supply, profitability, product demand, and client relationships, HDD makers are reallocating capacity to favor 2.5-inch HDD production, exacerbating the DT HDD shortage as well as the quarterly decrease. Looking towards the next quarter, concerns towards HDD key component part supply will slowly dissipate and HDD makers in other countries, including China, the Philippines, Malaysia, etc. will increase their capacity utilization rate, making up for the capacity loss in Thailand. Furthermore, as Thailand’s transportation has returned to normal, Hitachi and Seagate’s distribution centers will be able to resume operations shortly. As for demand, alarmed PC OEMs were stocking up HDD inventory early on, but have currently returned to more rational strategies. As HDD contract price has increased by 20-30%, PC OEMs are decreasing shipment volumes, planning to clear inventory via retail channels while they wait for HDD supply and price to stabilize. As for next year, overall NB HDD supply and demand may return to normal in 1Q12 at the earliest, while DT HDD may see supply and demand balance in 2Q12.
Another battery production facility to be built in Germany A new production facility for electric vehicle power solution provider, Microvast GmbH, is to be constructed by industrial developer, Panattoni Europe.
BMW is betting billions on e-mobility – awards massive battery contracts The BMW Group is forging ahead with electromobility and deepening its existing business relationships with battery cell manufacturers CATL (Contemporary Amperex Technology Co. Limited) and Samsung SDI.
UMS Skeldar gears up production volumes with Scanfil Close on the heels of German Navy and Royal Canadian Navy contracts UMS SKELDAR gears up production volumes as part of world navy strategy roll out.
Demand for preemptive 3Q19 DRAM shipment rises According to DRAMeXchange, demand-side inventory in 2H19 has returned to relatively healthy levels. Furthermore, some vendors pulled their quarterly product shipment forward in an effort to avoid potential negative impacts from Trump’s impending tariffs.
Sponsored content by Z ElektronikaZ Elektronika opens new factory in Pécs To keep up with rapid growth of the company, on the 13th September Z Elektronika celebrated the grand opening of its new electronic design and manufacturing facility close to the highway in Pécs, Hungary, which adds new features and production site to its nearby location.
HANZA gets AS9100 certificate to supply aerospace industry Swedish manufacturing strategist, HANZA, says that its machining facility in Årjäng, Sweden, received its AS9100 certification, the standard that will allow HANZA to manufacture products for the aviation, space and defense companies.
NOTE continues to expand within medtech One of EMS provider NOTE’s Swedish manufacturing plants has received a first order of SEK 25 million (EUR 2.34 million) from a Swedish customer within the medtech segment. Delivery is scheduled for 2020.
Marvell layoffs in VT, NC and CA Days after the close of the acquisition of Avera Semiconductor on November 5, Marvell Semi filed a WARN notice with the State of Vermont, ahead of 78 permanent layoffs at its Essex Junction facility.
U.S. DoC extends Huawei license The United States Dept. of Commerce, through its Bureau of Industry and Security (BIS), has announced a 90-day extension of the temporary general license (TGL) to Huawei and certain non-affiliates.
Sponsored content by EsemdaContract manufacturer Esemda opens new facility in Vilnius and expands EMS The new facility has been built with reserved space for future expansions. As Esemda constantly grows, it is of great importance to be able to rapidly increase production capacity in large volumes.
Apple: Shovels up in Austin As part of its expansion plan in Texas, Apple has announced the beginning of construction at its new campus in North Austin.
PARPRO makes NA capex investments Southern California-based PARPRO has made capital equipment investments scheduled to be operational this quarter at the company’s Mexico and California facilities.
Indium Corporation is ready for 2020 Chris Nash from Indium Corporation reviews 2019 - in many ways, a strange year. However, even with the geopolitical issues that the year has offered, Indium has done a good job staying on top of things.
Schmoll Maschinen GmbH settles for a record year Schmoll's soaring results for 2019 is tied to the high level of globally deployed machines, where Asia takes the lead.
Arch Systems partners with Flex for manufacturing data transformation Arch Systems, a provider of a machine-data-sensing platform, has entered into an agreement with global manufacturer Flex to supply real-time access to and analysis of manufacturing data at its facilitie
ZF and Wolong Electric form JV for electric motors ZF Friedrichshafen and China’s Wolong Electric Group are stepping up their existing cooperation. The two companies have signed an agreement to establish a joint venture that will produce components and electric motors for automotive applications.
Cicor on its venture into printed electronics In the first quarter of 2019, Swiss EMS provider, Cicor, opened a technology center for printed electronics at the Bronschhofen site in Switzerland - quite the investment and a completely new territory for the company. Evertiq had the opportunity to talk to Karl-Heinz Fritz, VP of Technology, about the strategy behind this.
TT Electronics steps up its US presence – acquires Excelitas unit TT Electronics has struck a deal to acquire a US based business that designs and manufactures power electronics for defence and aerospace markets, enhancing its ability to engineer complete power converters.
ABB partners with Exeger to speed up transition to clean energy ABB has entered into a new partnership with Sweden’s Exeger Operations AB. The partnership will enable Exeger to enhance the production quality its photovoltaic material at the company's Stockholm factory and also develop automation solutions for its new fully automated factory which will begin construction in the near future.
Rehm Thermal Systems intros 3-in-1 reflow solution Michael Hanke from Rehm Thermal Systems shows off the results of the company's development work.
Intel to reclaim No.1 semiconductor supplier ranking in 2019 IC Insights says that only three among the top-15 semiconductor suppliers are forecasted to show growth this year.
Veoneer joins Autonomous Vehicle Computing Consortium Veoneer has joined the Autonomous Vehicle Computing Consortium (AVCC) to speed autonomous driving vehicle development.
Ongoing trade issues have opened up Chinese market for Viscom According to Carsten Salewski, Chinas move towards more independence has resulted in more customers from the region; especially within the automotive sector.
Don't forget about human inclusion in industry 4.0 Michael Ford from Aegis Software is reminding the industry in the midst of connectivity that our most powerful asset is still the human employee.
East West Manufacturing acquires Adcotron EMS East West Manufacturing has acquired Adcotron EMS, a provider of specialized electronics manufacturing services, including advanced printed circuit board assemblies, box-build assemblies, testing, and new product introduction services.Load more news