Thread: Mobo producers Expect Shipment Decline in HIV, But HDD Motors Spinning Up

Multiple CPU board producers are warning that sharply increansing HDD costs will effect their deals. GB has issued guidance that it just expects QIV shipments to decrease by 20 -25%, while Asustek predicts a much littler fall of ~five%. Analysts think Asus is underestimating the effect of the cost raises, and thought the company's deals could decrease as much as ten%. This would be in line with direction from MSI, ECS, and Asrock.


Demonstration to the shortage will differ depending on the degree to which a producer trusts on retail deals and the cost points of their several products. The effect on budget boards in the retail channel, for example, is probably to be catastrophic. Orders from companies similar to Dell and HP are similarly more protection as OEM cost, thus long, have not increases to the similar point as retail HDD costs.


Meanwhile there is few fixed good news on the HDD front. The motor producer Nidec, which construct an figured 75% of entire HDD motors, has declared that its Ayutthaya establishes in Thailand have summarized production. The company is too boosting production capacity at its Philippines and China facilities. Production in the Philippines is looked



to increased to 25 million units with China boosting to 15 million, up from 10. This will alter Nidec's entire capacity distribution importantly. Prior to the flooding, company capacity was separated at 62% in Thailand, 23% in the Philippines, and 15% in China. In the next, production capacity will be 36% in the Philippines, 21% in China, and just 43% in Thailand.


Nidec's raised production is welcome news, but it does not materially improve the entire position. Although first reports focused primarily on Nidec's roll in HDD production, multiple drive producers have facilities founded in the similar field. told facilities are now underwater with more than 3 feet of water flooding few of Toshiba's facilities. Still if the water drained away tomorrow, it will be months early Toshiba can clean and construct its plants. Western Digital faces same trouble and is simply the bad-hit company in the crisis. Meanwhile, still if the factories were themselves in pristine terms, the roads, electricity poles, and the homes of workers are entire wrecked. Repair vehicles will pour into impaired fields as the waters recede, but such attempts create it still more hard move goods smoothly in and out of an area, at least in the abruptly condition.