Posted on Thursday, March 17 2011 @ 20:08 CET by Thomas De Maesschalck
Acer Taiwan president Scott Lin
said he expects little impact from Japan's earthquake because the PC industry's upstream supply chain has an inventory level of about 2.5 to 3 months. Lin also said that he expects that Japan's IT industry will be able to recover in a very short time, similar to how the Taiwanese IT supply network recovered after an earthquake hit the country in 1999.
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.
