Following Seagate, Western Digital has apparently recovered from the impact of the Thailand flood as well. As of Q2, the company has become the leading hard drive maker again.
According to IHS, the company built about 71.0 million HDDs during the quarter, ahead of Seagate, which manufactured 65.9 million devices. WD's revenue was $4.8 billion, while Seagate posted $4.5 billion of sales.
“Western Digital lost its No. 1 unit shipment ranking to Seagate in the fourth quarter of 2012 after flooding in Thailand damaged its HDD manufacturing facility,” said Fang Zhang, analyst for storage systems at IHS. “The company now has fully recovered from the disaster, allowing it to sharply increase shipments of HDDs for notebook PCs, up 28 percent from the first quarter. Western Digital is on track to retain the top spot in shipments and revenue for the third quarter.”
WD held a 45 percent market share in Q2, followed by Seagate with 42 percent. The distance to the only other remaining HDD maker, Toshiba, has grown as the company's production dropped from 20.6 million to 20.1 million drives and the market share declined to 13 percent.