Acer Taiwan president Scott Lin has pointed out that the PC industry's upstream supply chain still has an inventory level of about 2.5-3 months, and therefore will only see limited impact from Japan's earthquake; however, since some PC players are rushing to stockpile more inventory, causing the price of DRAM and panels to rise, players will see their component costs increase in the short term.
As for the damage to the supply of silicon wafers and panel conductive adhesives from Japan, since the two components are already showing signs of shortages, Acer is monitoring their supply status and will take measures when needed.
Lin pointed out that Taiwan's earthquake in 1999 also significantly damaged Taiwan's IT supply network and affected the worldwide IT industry, and since Taiwan was able to recover in a very short time, he believes Japan should also be able to recover from the disaster shortly.
Since retail channels still have about one month of inventory, while brand vendors and upstream OEM players each have about one month of inventory, the PC supply chain should not have any problems within the next 2.5-3 months. As for long term, restoring Japan's power system will be key to whether the shortage problems expand, Lin noted.
As for rising NAND flash prices, Lin pointed out that the cost of its tablet PCs has increased, but since the company will not set prices for the devices until next week, the company might transfer the extra cost to its channel price.
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