by Mark Geenen | Feb 23, 2016 | TRENDFOCUS Blog
HDD unit shipments dipped below 115 million in the fourth calendar quarter of 2015 due to weak PC sales and impact of SSD incursion in notebook computers. For the year, HDD sales were down 16.9% to 469 million units according to TRENDFOCUS’ CQ4 HDD Market Update....
by Mark Geenen | Feb 22, 2016 | TRENDFOCUS Blog
Notebook production by the top five ODMs were just released (slightly late due to the Lunar New Year holiday), and January’s totals were the lowest since TRENDFOCUS started tracking ODM output back in 2010. January’s volumes plummeted over 30% sequentially, and given...
by Mark Geenen | Jan 14, 2016 | TRENDFOCUS Blog
Pending Q4’15 actual shipments, we could see in increase closer to 40% for 2015 vs. 2014. Samsung alone could potentially post an impressive 50%+ increase last year to lead all suppliers. Unfortunately, NAND prices have tracked a super aggressive take down curve,...
by Mark Geenen | Nov 17, 2015 | TRENDFOCUS Blog
Notebook production was down in October, but primary because of the factory shutdown due to Chinese national holiday and not because PC demand softened. However, Windows 10 PC system sales have been sluggish to date, and unless there is a miraculous December finish,...
by Mark Geenen | Sep 22, 2015 | TRENDFOCUS Blog
After several dismal months of low notebook production, ODMs finally posted solid gains in August. Notebook production rose double digits sequentially in August due to the combination of back-to-school sales and early builds timed to the Windows 10 launch. This...
