Acer CEO Gianfranco Lanci told NY Times that he expects to see more consolidation in the PC industry, he claims there's not enough profit in the chain to maintain all current PC makers and says the Japanese are the weakest link in the chain.
“This can be a very good industry in terms of making profits if you think about there being four or five players instead of seven or eight as you see today,” Mr. Lanci said during a recent interview in Taipei. “There is not enough profit in the chain to maintain all these players today.”
To achieve such market power, the big three might first take aim at the PC businesses of Toshiba and Sony, Mr. Lanci said. “The Japanese for sure at the weakest today.”