According to the Seagate Q2 2012 (fiscal) report, the HDD industry still has to recover from the October Thailand floodings-- the company estimates the industry shipped 119M units, while demand for the period totals 175M units.
HDD shipments from Seagate total 47M (including 700000 Samsung drives), a 4% Y-o-Y decline the company blames on component supply constraints related to the floodings. As a result Seagate predicts flooding-related issues will continue affecting the HDD industry throughout 2012, with overall supply failing to satisfy demand Read more...