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市場調查報告書

由於HDD不足造成PC市場的變革:嚴重程度·重新帶來的市場機會·PC市場的反應預測

The PC Market Is Disrupted by HDD Shortages: The Severity, Resulting Opportunities, and Expected PC Market Reactions

出版商 IDC
出版日期 2011年11月 商品編碼 224137
內容資訊 英文 Pages: 23
價格
US $ 2500 PDF by E-mail (Single user license)


由於HDD不足造成PC市場的變革:嚴重程度·重新帶來的市場機會·PC市場的反應預測 是由出版商IDC在2011年11月所出版的。 這份英文市場調查報告書包含Pages: 23 價格從美金2500起跳。

簡介

本報告提供由於泰國大洪水影響硬碟(HDD)不足帶給全球PC市場影響的相關調查分析,彙整全球PC出貨量的推算與預測,修正洪水前的預測值、HDD庫存回復預測,HDD產業對於洪水的對應措狏,HDD生產預測流程(最佳案例與最差案例)等資料,為您概述為以下內容。

IDC的見解

調查概要

概況

  • HDD市場
  • HDD的庫存情形
  • HDD產業因應洪水的措施
    • HDD供應商對泰國洪水的對應策略
    • PC供應商對泰國洪水的對應策略

未來展望

  • HDD的供給:2011年第四季-2012年第一季
    • PC供應商的地位與對HDD不足的反應
    • PC供應商對HDD供給的要求
    • PC類型和地區
    • SSD替代品補充HDD不足的可能性
    • 損失數量和需求的轉變

目錄

This IDC Insight assesses the impact of hard disk drive (HDD) shortages on the PC market in CY 4Q11 and 1H12 caused by widespread flooding in Thailand that has inundated HDD assembly and HDD component factories located there. Assumptions about the recovery period for the HDD industry, as well as the timing for restoration of HDD inventories, are taken into account in determining the impact on the PC market. Finally, expectations for HDD pricing over this period is also provided.

Table of Contents


IDC Opinion


In This Insight


Situation Overview


  • HDD Markets

  • HDD Inventory Status

  • HDD Industry Response to the Flood

    • HDD Vendor Tactics to Respond to the Flooding in Thailand

    • PC Vendor Tactics to Respond to the Flooding in Thailand

Future Outlook

  • HDD Industry Supply - CY 4Q11 and CY 1Q12

    • PC Vendor Positioning and Reaction to HDD Shortages

    • PC Vendor Access to HDD Supply

    • PC Types and Regions

    • Likelihood of SSD Substitution to Make Up for HDD Shortages

    • Lost Volume Versus Demand Shift

Table: Worldwide PC Shipment by Segment, 2011 and 2012: 2Q11 August Forecast

Table: Worldwide PC Shipments with Impact of HDD Shortage by Segment: Best Case, 2011 and 2012


Table: Worldwide PC Shipments with Impact of HDD Shortage by Segment: Worst Case, 2011 and 2012


Table: HDD Vendor Finished Goods Inventory Assumptions by Form Factor, CY 4Q11


Table: HDD Finished Goods Shipped But Not Yet Installed in Systems by Form Factor: Inventory Assumptions, CY 4Q11 (M)


Table: HDD Finished Goods Shipped But Not Yet Installed in Systems by Form Factor and Days of Demand: Inventory Assumptions, CY 4Q11


Table: HDD Demand Fulfillment Share by Major HDD Market/Customer Segment and Form Factor: Best Case, CY 4Q11 and CY 1Q12 (%)


Table: HDD Demand Fulfillment Share by Major HDD Market/Customer Segment and Form Factor: Worst Case, CY 4Q11 and CY 1Q12 (%)


Table: Initial Projected Impact of HDD Shortage to PC Shipments Forecast from 2Q11 (August): Best Case


Table: Initial Projected Impact of HDD Shortage to PC Shipments Forecast from 2Q11 (August): Worst Case


Figure: Worldwide Weekly HDD Output, Best-Case and Worst-Case Scenarios, and Chronology/Timeline of Major Impacts and Recovery Events, October 2011-March 2012


Figure: Desktop PC Production Demand by Vendor Type: Best Case, 4Q11-2Q12


Figure: Portable PC Production Demand by Vendor Type: Best Case, 4Q11-2Q12


Figure: Total PC Production Demand by Vendor Type: Best Case, 4Q11-2Q12


Figure: Desktop PC Production Demand by Vendor Type: Worst Case, 4Q11-2Q12


Figure: Portable PC Production Demand by Vendor Type: Worst Case, 4Q11-2Q12


Figure: Total PC Production Demand by Vendor Type: Worst Case, 4Q11-2Q12


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