Manufacturers of personal computers in conditions of a shortage of components are forced to constantly postpone the predicted time frame for the normalization of the situation. If HP Inc. and Dell are now mentioning the third quarter in this context, then Acer sees no prospects throughout this year. However, the PC market will still grow by the end of the year, according to this manufacturer.
The Nikkei Asian Review shared comments from Acer CEO Jason Chen. According to him, the uniqueness of the current situation lies in the fact that the demand for components is growing in many industries at the same time, and this makes it difficult to forecast supplies. In itself, the high demand is a favorable factor for Acer, as the company expects to increase shipments by the end of the year.
The main problem now is that for the production of laptops and computers there are not enough “cheap” elements, and not some expensive and complex components. The deficit will remain until the end of the year, according to Acer. It is aggravated by the fact that the logistics system is also unable to cope with the increased demand.
The fourth largest supplier of LCD panels for mobile devices and computers, Innolux, is also struggling to keep up with the increased demand. Whereas earlier the driver chip for displays had to wait four months, now the delivery time exceeds six months, and this slows down the entire business. Innolux also has to hedge its water supply, which is now a problem in Taiwan.
SEMI explains that the industry is facing a chain reaction that exacerbates shortages. Now it is even difficult to obtain production equipment in the required quantities, so companies wishing to increase the volume of production sometimes cannot do anything.
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