Aaron Lee, Taipei; Adam Hwang

 

Global supply of hard disk drives (HDDs) in the fourth quarter of 2011 will decrease to 110-130 million units due to the impact of flooding in Thailand, about 35% short of demand for 180 million units, according to Taiwan-based makers in the PC supply chain.

Some PC makers are relatively optimistic that the global HDD shortage will ease in first-quarter 2012, while others estimate the easing to come in the second quarter, the sources indicated. However, they believe the HDD industry will take 9-24 months to completely restore normal production, meaning PC vendors will have to face increased HDD costs in 2012, the sources said.

Acer has decided to hike prices for its notebooks to be launched in December by 2-3% to partly reflect increased HDD costs, and Asustek Computer and Dell may follow suit.