According to the latest report by Longbow Research, the hard disk drive (HDD) market is not as weak as many had expected so far in Q2. Longbow’s recent price checks indicate that the HDD comeback is largely due to strength in consumer PC numbers.

Takeaways

Longbow analyst Joe Wittine notes that Q2 price checks indicate that HDD pricing, particularly for 2.5” notebook PCs, is solid, and the HDD mix has been favorably skewed toward higher-capacity drives.

“While we appreciate recent 2Q PC shipment data from Taiwan have been soft,” Longbow writes,” for the HDD stocks the herd sentiment appears to be swinging too negative on PCs, and WDC’s CY2Q TAM guidance of 120M (vs. 125M PQ) does appear achievable, while STX’s 125M is at risk.”

The Numbers

According to the report, 2.5”/Notebook PC HDD prices are…

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