More disks and heads per drive, combined with larger HDD unit shipments in 2013 and later years will mean more spending on HDD component capital equipment.
In order to avoid power outages from component and equipment failures, analysts believe the industry will replace 0.5% to 1.0% of transmission mileage annually over the next two decades.
Providing this storage capacity with HDDs and with slower areal density growth than in the past will require more HDD components and a major investment in HDD component capital equipment.
Beryllium: used as a lightweight component in military equipment and in the aerospace industry. it is used in high-speed aircraft, missiles, space vehicles and communication satellites.
Shares of optical networking component and test equipment provider JDSU are trading lower Thursday after Raymond James analyst Simon Leopold cut his rating on the stock to Market Perform from Outperform.
FORBES: JDSU: Raymond James Cuts Rating, Trims Ests After Rally
And although computers and peripherals have been the fastest-growing component, suppliers of more mundane industrial equipment have also enjoyed booming demand.
Replacement and repair of this equipment should provide at least a short term revenue opportunity for companies such as KLA-Tencor, Flexstar, Teradyne and Xyratex as well as a host of other component and hard disk drive assembly and test equipment companies .
FORBES: Capital Equipment Likely Needed for Thailand HDD Factory Repairs
Defence minister Philip Dunne said intelligence, surveillance and reconnaissance systems were a "key component" of the MoD's investment in new equipment over the next 10 years.
As much as Pfizer helped lift stocks, fellow Dow component Caterpillar was weighing on the market, after the construction equipment maker's fourth-quarter results came up short of estimates.
We expect that overall growth in capital equipment spending from 2011 to 2016 will be on the order of 169%, partially to provide for new component manufacturing capability.
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