Slowdown in hard drive shipments signal trouble for PC market
A drop in hard drive demand in the second quarter of 2010 could signal a slowdown in the rampant growth of the PC market in the second half of the year, according to The Information Network. It appears the PC market has been slowing, but why? My guess is that everyone is spending their money on tablet PCs, notebooks and mobile phones leading up to what is now the back to school shopping season.
“The worldwide PC market was up 25% in the first half of 2010 over the same period in 2009,” noted Robert Castellano, president of The Information Network. “Looking further down the supply chain, hard drive shipments in the second quarter of 2010 were down 4% sequentially but up 23% from the second quarter of 2009. There were several factors in the drop: weakness in Europe, destocking by PC customers, and a shift in ordering patterns by PC vendors as they took advantage of lower cost sea versus air freight.”
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