The current environment in the PC industry is not optimistic, but Acer Chairman and CEO Jason Chen expects PC prices to peak in the middle of next year and then fall. He also claimed that the shortage of DDR4 and DDR5 memory is not as serious as people say.
Furthermore, as pointed out economic daily Referring to the comments of the person in charge of Acer, the central processing unit of the PC manufacturer is sufficient. At least, there are sufficient numbers of expensive processor models, and if we can talk about shortages, it is with models in the mid-range and entry-level price levels. However, he said that PC prices will have time to rise by 5% to 20% in the current quarter, reaching a peak by the middle of next year, and then prices will begin to decline.
Acer officials are also optimistic about the prospect of a continued shortage of memory chips. According to him, new production facilities will be put into operation, which will solve the shortage problem as it cannot last until 2030. Chen said the problem in the industry is that component suppliers are willing to ship their products at high prices, especially in memory modules and SSDs, but Acer’s own customers are unwilling to buy its products at current prices. The more memory installed in a particular PC model, the more the price will increase in the coming months.
Note that memory makers’ forecasts are somewhat less optimistic. They believe that next year will be a very difficult year for the industry from the perspective of convergence of supply and demand in the memory field. Meanwhile, long-term agreements with multiple memory suppliers have been signed years in advance, and even Intel representatives are talking about the lag between supply and demand. They are convinced that the memory deficit will continue until at least 2028.
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