Pace, Compal Lead Companies With Reliance to HDDs

The following is a table showing select companies’ business exposure to hard-disk-drive suppliers as published in Bloomberg’s “The Ripple Effect: Supply Chain on Bloomberg.”

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Company        Products                         % of Revenue
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Pace           Set-top boxes                        100.00
Compal         Notebooks                             99.88
Wistron        EMS                                   98.57
Lenovo         Notebooks, desktops                   93.70
Quanta         Notebooks                             86.60
Acer           Notebooks, desktops                   79.99
Asustek        Notebooks, desktops                   75.83
Dell           Notebooks, desktops, servers          70.60
Netapp         Storage devices                       65.73
Best Buy       Retail notebook, desktop PCs          55.00
EMC            Storage devices                       51.86
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Company        Products                          % of Revenue
================================================================
Dixons Retail  Retail notebook, desktop PCs          50.00
H-P            Notebooks, desktops, servers          45.50
Tech Data      Computer distribution                 33.00
Ingram Micro   Computer distribution                 33.00
Benchmark      EMS                                   32.00
Synnex         Computer distribution                 31.00
Cisco          Set-top boxes                         30.00
Motorola       Set-top boxes                         27.18
Hon Hai        EMS                                   25.00
Tivo           Set-top boxes                         23.50
Apple          Notebooks, desktops                   17.87
Flextronics    EMS                                   17.00
IBM            Servers                               15.17
Jabil          EMS                                   15.00
Avnet          Server distribution                   14.08
Sanmina        EMS                                   14.00
Metro          Retail notebook, desktop PCs          13.75
Oracle         Servers                               12.30
================================================================
Company        Products                          % of Revenue
================================================================
NEC            Servers                               11.94
Sony           Notebooks, desktops, game consoles    11.00
Arrow          Server distribution                    9.32
Fujitsu        Servers                                5.90
================================================================

Note 1: Percentage of revenue that relies on HDDs Note 2: EMS - Electronics Manufacturing Services

Source: Bloomberg’s supply chain initiative report

To contact the reporters on this story: Sarina Yoo in Seoul at kyoo3@bloomberg.net

To contact the editor responsible for this story: Marco Babic mbabic@bloomberg.net

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