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TWST: What is Fujitsu Computer Products of America?
Fujitsu is number two in the enterprise disk drive business, which is
SCSI, Fibre Channel and enterprise high-performance disk drives,
targeted at servers and workstations. We also are number two in the 2.5-
inch mobile segment targeting notebooks. So, in terms of the suppliers
to the world's top server OEMs or to the world's top notebooks, we are
the number-two supplier of those disk drive components to them. Fujitsu
has been in this business since 1968, so we've been in the disk drive
business for 38 years, and we're looking to keep on growing for 40 plus
years. One of the strengths that we bring to this industry is industry-
leading quality. We continue to get number one rankings in the notebook
OEMs for our field, actual field failure rate, AFR performance, as well
as their integration in their factories in terms of the followup they
see with our products. So we get very high rankings for quality. In
terms of the products themselves, we have vertical integration, so we do
design our own heads and media, and collaborate on ASIC interface
design. Fujitsu has invested heavily in the technology required for the
future of the disk drive business, and there have been many instances
where we have been leaders in terms of products or interfaces in the
storage business over the last 30 years. TWST: How much of an established market are you already in? What's the
next new market or advantage in what's coming down the line, as far as
innovation and technology? Are you more in established markets or in new
technology?
Mr. Hagberg: Clearly, Fujitsu has been in the established markets and
has had long-term partnerships, if you list the top-tier server and
notebook computer manufacturers. We have very strong relationships with
those companies in the IT space. In terms of the emerging market segment
for storage, the consumer electronics area is a growing piece of the
business. If we look at 2005, approximately 16% of the market, about 61
million disk drives, is consumer electronics, and if we look into the
years to come, by 2010, about 32% of the market will be consumer
electronics. So, in terms of unit volume, last year, we shipped 380
million drives in the industry. By 2010, that number should be somewhere
around 641 million drives. That translates to a little over 204 million
disk drives going into the consumer electronics area.
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