In recent weeks we have been tracking an increase in demand in the 3.5" market, which includes both the IDE and SATA interfaces. Most of the activity is surrounding the 80 GB, 120 GB and 160 GB capacities. However, we are beginning to see signs of increased demand in the higher capacities as well. While pricing has slipped $1–$2 across the board, the uptick can likely be attributed to a combination of lowered costs, a leveling of inventories and seasonal production increases.
Unlike the 3.5" market, this segment has not experienced any increase in activity. The SATA drives are slow moving even as independents significantly drop prices to move inventory. Pricing for the IDE drives remains stable, but sales volumes remain flat. Overall, there has been little change in the 2.5" market month-over-month.
August 13, 2008
Posted by Converge at 10:51 AM