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HDD Companies Celebrating the Total Eclipse of the Sun

With the two first quarters of sub-100 million sales, some people in the HDD industry may be feeling that the “sky is falling” again. It’s easy to understand this sentiment, especially with SSDs making steady inroads in the client PC space. However, HDD demand typically rebounds during the second half of the year. PC sales […]

Groundhog Day

On February 2, Punxsutanwney Phil, the most famous groundhog, emerged from his hole and saw his shadow, declaring six more weeks of winter. This U.S. folklore was made into a comedy movie in the early 1990s starring Bill Murray. In the movie, Bill Murray, a television weatherman goes to Punxsutawney, Pennsylvania, on Groundhog Day to […]

Just Like Old Times Again

CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results, too. Although these markets are seasonally more robust in the second […]

HDD TAM/Build Disconnect

With fewer than 10 days left in the year, the disconnect between HDD TAM and production continues. As stated earlier this month in one of TRENDFOCUS’ Executive Briefs, the CQ4 build plan is tracking measurably higher than the expected HDD TAM. This would be less of an issue exiting CQ2 or CQ3, since the subsequent […]

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