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SSD Insights Q4/11: Opportunity Knocks

Report No. FI-NFL-SSD-Q411, November 2011


The flooding in Thailand, which accounts for forty-eight percent of worldwide HDD manufacturing capacity, has taken a heavy toll on the industry. Submerged facilities and damaged equipment have affected the supply chain including disk drive bases, flex actuator assemblies, motors, pivot cartridges, suspensions, HGA connectors, etc.

Production of HDDs will be heavily impacted in the latter half of Q4/11 going into 2012 and the effects of the HDD shortage will continue to linger throughout next year. As a result, PC OEMs are looking to satisfy a part of the shortfall with SSDs. This incremental SSD demand along with the introduction of lower priced ultrabook PCs will drive the adoption of SSDs next year.

This report evaluates the impact of Thai flooding on HDD shipments and the adoption of SSDs in PCs.

The table of contents of the report is shown below.

Contents:

Forecast Summary

Captive End User Assembled Enterprise SSD

Tablets

LCPC
 LCPC Units & GB
 LCPC SSD Unit Breakdown
 LCPC SSD Pricing
 LCPC SSD Revenue Breakdown
 LCPC SSD GB Breakdown

Notebook PC  Notebook Units & GB
 Notebook SSD Unit Breakdown
 Notebook SSD Pricing
 Notebook Revenue Breakdown
 Notebook GB Breakdown
 Ultra-thin Notebooks

PC Flash Cache/Hybrid Dual Drive SSDs

Channel  Channel Units & GB
 Channel SSD Unit Breakdown
 Channel SSD Pricing
 Channel SSD Revenue Breakdown
 Channel SSD GB Breakdown

Desktop  Desktop Units & GB
 Desktop SSD Unit Breakdown
 Desktop SSD Pricing
 Desktop SSD Revenue Breakdown
 Desktop SSD GB Breakdown

Enterprise  Enterprise Total  Server-attached (PCIe)
 Server-attached (Boot)
 Server-attached (IO SATA, SAS)
 Storage-attached (FC, SAS, PCIe, SATA)

Impact of Thai Flooding
 HDD Shipments by Supplier
 Impact on HDD Supply Constraints on SSD Adoption



Table of Contents
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