Originally Posted by 2010rig
Sarcasm aside, they still shipped 2% MORE year over year, when we are being led to believe that there is a shortage.
Found a pretty good article:
In the wake of two natural disasters, worldwide hard disk drive (HDD) unit shipments experienced a year-over-year decline of 4.5% in 2011. According to a new forecast from International Data Corp., the HDD industry will record year-over-year unit shipment growth of 7.7% in 2012 and a compound annual growth rate (CAGR) of 9.6% for the 2011-2016 forecast period.
I fear I may be too late to this thread, but these numbers of HDD co's shipping more for 2012, I have a questions:
1) are these numbers as of "so far" this year/1Q, 2012 Fiscal Year (Fiscal years can be wierd but Im pretty sure its still too early for one to be ending), or projections for the end of the year?
2) Are these just drives shipped, or drives sold? I've seen people mixing up words here, its not clear.
3) Are they including SSD sales in these numbers? Reports have largely been pretty specific to "HDD Companies posting profit and increased volume" not necessarily selling HDD's themselves.
If I remember correctly the floods primarily impacted existing/reserve inventory. Production was back on course fairly quickly. And didn't some of these companies purchase other companies? it makes since if Seagate Purchased Samsung and then reported greater unit sales year over year, even if there was a crisis towards the end of the last one.
If there's one thing companies are good at it's shifting numbers around to make themselves look good to impress investors. This could just be another case of numbers being pushed around.Edited by TheSprunk - 4/30/12 at 12:58pm