Strong demand from smartphone makers is, at least partly, to blame for the shortages:
With first-tier vendors including Samsung Electronics, Apple and LG Electronics expected to unveil new smartphones in the second half of 2017, upstream component shortages are expected to worsen and could impact PC shipments during the period, according to sources from the upstream supply chain.
Because of the shortages, suppliers of components such as memory and panels are expected to enjoy better revenue performance than downstream vendors in the second half.