This year it seems that except for the fact that people are worthless, everything is going up. Just said in the morning that the motherboard industry is brewing the second price increase this year, and the hard disk has also come alive. Due to the shortage of motor controller chips required for hard disk drives, the OEM market price for HDDs may increase by 5-10% in the second quarter, which in turn drives up channel prices by 10-15%.
The source of the shortage is the Japanese earthquake. Texas Instruments' three wafer fabs in Japan were affected by varying degrees of output reduction. It is estimated that the normal production capacity will not be restored until September.
Texas Instruments and STMicroelectronics are key suppliers of electric motors for most hard drive manufacturers, including Western Digital and Seagate.
Affected by this, global hard disk shipments in the second quarter of 2011 are expected to be only about 100 million, which is much lower than the 160 million in the first quarter.
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