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"DRAM shortages, which started in early 2013, have become worse recently and may impact PC brand vendors' performances in the second quarter, according to sources from PC players.
Commenting on the issue, Acer chairman JT Wang pointed out that DRAM prices are likely to continue rising as many DRAM makers have switched their production lines to manufacturing smartphone DRAM, leaving insufficient capacity to supply the PC industry. Even If DRAM makers decide to switch back capacity, it will still take about 3-4 months for the process to be completed, Wang said.
Because to its DRAM inventory will be depleted at the end of May, Acer's new supply contracts in June with the latest pricing are expected to impact the company's second-quarter results, dropping from profiting slightly to only breaking even.
Asustek Computer, at its recent investors conference, also noted that both eMMC and DRAM are seeing fierce price rises recently and the company stockpiled extra DRAM in the first quarter to handle demand for the second half.
The sources pointed out that brand vendors are all aggressively seeking and purchasing available DRAM stocks on the market as the supply chain is ready to start mass production for Haswell-based models in May, and the competition for DRAM supply is expected to turn fiercer in the second half."
"DRAM shortages, which started in early 2013, have become worse recently and may impact PC brand vendors' performances in the second quarter, according to sources from PC players.
Commenting on the issue, Acer chairman JT Wang pointed out that DRAM prices are likely to continue rising as many DRAM makers have switched their production lines to manufacturing smartphone DRAM, leaving insufficient capacity to supply the PC industry. Even If DRAM makers decide to switch back capacity, it will still take about 3-4 months for the process to be completed, Wang said.
Because to its DRAM inventory will be depleted at the end of May, Acer's new supply contracts in June with the latest pricing are expected to impact the company's second-quarter results, dropping from profiting slightly to only breaking even.
Asustek Computer, at its recent investors conference, also noted that both eMMC and DRAM are seeing fierce price rises recently and the company stockpiled extra DRAM in the first quarter to handle demand for the second half.
The sources pointed out that brand vendors are all aggressively seeking and purchasing available DRAM stocks on the market as the supply chain is ready to start mass production for Haswell-based models in May, and the competition for DRAM supply is expected to turn fiercer in the second half."
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