The floods in Thailand have hit the Western Digitial plant in particular. From what I gather they are estimating a drop by as much in 30% in global HDD manufacture for Q4 2011.
Nikon's flood-hit DSLR factory in Thailand will be closed until January but full production is not expected to resume until the end of March 2012, the firm said in a statement today.
The catastrophe is expected to cost the company nearly £200 million in lost profit.
Nikon expects production to 'partially resume' in January and the disaster to cost it 65 billion yen (around £520m) in lost net sales.
Nikon is understood to manufacture around 90% of all its DSLRs and 60% of its interchangeable lenses in Thailand.