Controlling SanDisk, Western Digital corporation is now considered a major producer of solid-state drives, and therefore profile forecasts belong to its sphere of competence. At the quarterly reporting conference, WDC explained that it expects no significant changes in the balance of supply and demand in the solid-state memory market until mid-2018, at least. At the same time, the gross capacity of NAND-type memory will grow by 34-45%, and the lack of "relief" may indicate a synchronous or even faster growth in demand for memory in the specified time.
By the way, WDC itself calls such conditions "favorable", which is quite expected - high prices help the company to earn more by selling memory. If we talk about the dynamics of the PC market, then here WDC predicts a 2% decline by the end of the year, and the gross capacity of hard disks in this connection can grow by not more than 40%, as previously expected, but only by 30%. The main source of growth, in this case, will be the market for data centers and server systems, and not personal PCs. Deficiency of components restrains the growth of demand for hard drives, and this is already bad for the "classical" business of WDC.
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