Fourth quarter, the hard drive shipments in the fourth quarter will be reduced by 40%, Western Digital fear of over 60%

Regardless of whether or not there is exaggeration, the impact of flooding in Thailand on the hard drive industry is absolutely unprecedented. All major hard disk manufacturers have also lowered their hard disk shipments in the fourth quarter of this year. In the worst case, they will be sharper than the third quarter. Less than 40%.

Seagate shipped about 50 million HDDs in the third quarter, which is expected to decrease by 10-18% in the third quarter, leaving only 411-45 million pieces. The Western Digital, which is in the top position, is even worse. It may be from 58 million. Blocks have been greatly reduced to 222-600 million pieces, and the "production cuts" have been as high as 55-62%. Half of them have remained.

Hitachi is being digested and absorbed by the Western Digital is expected to be reduced from 31,200-2 million to 20 million, a loss of 36%. Toshiba will be another manufacturer with more than half of its losses, which has dropped dramatically from 22 million to 12 million, which is close to 55%.

Seagate Taiwan Branch stated that the factory in Thailand has started to resume production, but due to the fragmentation of the upstream supply chain, the output of the production capacity is far below the normal level.

Seagate also expects that the total shipments of hard drives in the fourth quarter will be 110-120 million pieces, which is 33-39% less than the global demand of 180 million pieces. The price cut is almost impossible.