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According to industry data, the hard drives of Seagate and Western Digital are mainly manufactured by Taijinbao of the New Jinbao Group and Guangming Broadcasting and Television of Quanta. The two companies have further deepened their production layout in Thailand since last year.
Jinbao said at the beginning of the year that it will add 120,000 square meters of factory area. It is expected to start production in September this year. Guangming used to produce hard disks mainly at the Changshu plant in Jiangsu, but at the request of customers, it also began to shift its focus. Since last year, Guangming has taken the initiative to rent a factory in Thailand, and now it has increased its capital by 500 million baht to improve the manufacturing capacity of hard disks produced in Thailand.
According to the analysis, although Guangming had planned to produce HDD in Thailand and Changshu in half, it would have to increase the proportion of Thai production due to the risk of tax increase. As for the Guangming Shanghai factory, the main products areSSDThere are no signs of adjustment for the time being.