Sources at DRAMeXchange told DigiTimes several parts and components for notebooks are experiencing supply problems, as whitebox netbook vendors in China are ramping up production to meet anticipated demand from China's 3G operators. The tight supply isn't expected to ease until late June.
Support from Intel and VIA Technologies for development of the netbook market in China has also resulted in a proliferation of netbook products, triggering the shortage, said other market watchers.
Current supplies of up-stream netbook parts and components are barely enough to meet 50-70% of market demand, with CPUs, LED parts and network ICs in severe shortage, said DRAMeXchange.
IC distributors reportedly plan to hike the prices of Intel's Atom, as well as VIA's C7-M CPUs by 5-10%, and prices of DRAM modules by 20-30% in May, the Chinese-language Commercial Times quoted market sources as indicating.