Thai Flood, Intel & a Brittle Supply Chain

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t.alex
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Re: Intel and the supply chain
t.alex   12/20/2011 9:48:16 AM
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Will this bring down the price of SSD or it may push up the price due to surge in demand?

tirlapur
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Re : Thai Flood, Intel & a Brittle Supply Chain
tirlapur   12/20/2011 2:07:29 AM
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Bolaji, now we have severe floods in Philippines. Will this also impact the supply chain ? Do we have major semiconductor manufacturers operating from Philippines ?

Barbara Jorgensen
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Intel
Barbara Jorgensen   12/16/2011 10:11:10 AM
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Mr. Roques--heck, what's a couple of billion among friends?

Mr. Roques
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Re: Intel and the supply chain
Mr. Roques   12/15/2011 3:41:31 PM
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I can't imagine that phone call: "hey Bob, just wanted to let you know that... well, you remember the 15.2 billion forecast?... well, yeah... it's not gonna happen... might be 1 billion less... hello? hello?"

The "good" part is that demand wasn't satisfied by another supplier, they are waiting for them to catch up, so if Thailand gets up and running, forecast for next year might be even greater.

Barbara Jorgensen
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HDD vs SS
Barbara Jorgensen   12/15/2011 9:29:50 AM
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Thanks cmonk and Bolaji. There's a review in the WSJ on ultrabooks vs. MacAir. Each has its pros and cons as one would expect. From what I read, though, solid-state isn't living up to expectations...although those expectations were set based on the performance of hard drives. At any rate, they are all pricey compared with our "old" laptops. I plan to get to an electronics store this weekend and test drive some of these things (and finally do some holiday shopping)

Bolaji Ojo
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Re: Intel and the supply chain
Bolaji Ojo   12/15/2011 8:04:22 AM
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Correct. Apple is ahead in selling Ultrabooks and Intel is eager to follow. The Ultrabook's main selling point is the abscence of the hard disk drive, which would help reduce both cost, weight and size.

The question in my mind is whether the market hype around the Ultrabook isn't a problem. What are the chances of the Ultrabook succeeding and could it end up in the same position as netbooks, which have faded in terms of demand? I wonder at times if the market isn't searching so hard for an alternative to tablets it is ready to embrace any alternatives.

chipmonk
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Re: Intel and the supply chain
chipmonk   12/14/2011 9:45:55 PM
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One of the key aspects of Ultrabooks is to replace hard drives with solid state memory ( flash RAM ) so that the end product looks more like a Mac Air. The advantages : "instant" boot - up when power is turned on, longer battery life and a thinner profile. Ultrabooks are not ready for this XMas but will be around by mid '12 and would cost north of $ 1k. 

Barbara Jorgensen
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Intel and the supply chain
Barbara Jorgensen   12/14/2011 3:17:55 PM
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This is my ignorance speaking: how will Intel benefit from the HDD shortage? Don't ultrabooks use HDDs? Is Intel planning on replacing drives in some of these products with chips?

anandvy
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Re : Thai Flood, Intel & a Brittle Supply Chain
anandvy   12/14/2011 3:54:07 AM
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"Intel will take the opportunity of the hard disk drives shortage to push for a bigger role in the market for ultra-thin notebooks and compensate for its weak position in the tablet PC segment"

@Bolaji, this is very good move by Intel considering that fact that number of PC users is reducing slowly. More and more people are now opting for thin notebooks and tablets. What about other companies who are  just selling HDD's, how are they planning to cope with this shortage ?

Jacob
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Re: Thai flood and the impact on the supply chain
Jacob   12/14/2011 1:20:59 AM
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“It was not the first time that weather or other natural disaster-related events had clipped the industry's wings, and it won't be the last”

Its right because natural calamities can be happens at any time. In 2011 itself 2-3 major natural calamities happens like Hurican in US, tsunami in Japan, flood in Thai etc. previous years also similar calamities happened in different parts of the globe including Korea and European countries. Therefore, I think the only way is we have to foreseen such disasters in advance and has to take necessary precaution methods, in order not to have a drastic effect in supply chain and availability of the resources.

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