They have more data about all the pieces and processes leading to their ultimate market share and profitability so I have no doubt they try to maximize those.
I suspect the biggest issues are that all their suppliers and customers are in that region. Think fabs to make the chips, the various motors and related electronics, coating processes, and then sending them off to the places that make HP/Dell/etc systems. If just the drive factory were moved then you'd still have the drive parts crossing the ocean to get to the US and the completed drives crossing once again to go back into the systems.
Usually the relocations happen when a disruptive solution comes along. You get the advantage of a somewhat clean sheet. For example SSDs don't need all the mechanical components and fine tuning, so they can be made with a completely different supply chain.
It won't happen in hard drives but for other products customization is what can spur relocation. For example Lenovo is opening a manufacturing plant in the US to deal with customization which allows quicker response times. (Customized orders often can charge a little more which offsets increased costs.)
I suspect the biggest issues are that all their suppliers and customers are in that region. Think fabs to make the chips, the various motors and related electronics, coating processes, and then sending them off to the places that make HP/Dell/etc systems. If just the drive factory were moved then you'd still have the drive parts crossing the ocean to get to the US and the completed drives crossing once again to go back into the systems.
Usually the relocations happen when a disruptive solution comes along. You get the advantage of a somewhat clean sheet. For example SSDs don't need all the mechanical components and fine tuning, so they can be made with a completely different supply chain.
It won't happen in hard drives but for other products customization is what can spur relocation. For example Lenovo is opening a manufacturing plant in the US to deal with customization which allows quicker response times. (Customized orders often can charge a little more which offsets increased costs.)