Core Viewpoint - The ongoing shortage of storage has led major PC brands like Acer and Asus to confirm price increases for their products, reflecting rising costs in the supply chain [1] Group 1: Price Increases - Acer and Asus have both indicated that they will "moderately reflect costs" by raising PC prices due to the ongoing storage shortage [1] - Dell is reportedly planning to significantly increase prices for commercial PCs, with some models seeing price hikes of up to 30% [1] - Acer's Chairman, Chen Junsheng, noted that the price determination for the first quarter of next year will differ from the fourth quarter of this year, with challenges expected in the second quarter [1] Group 2: Cost Impact and Market Dynamics - The increase in storage prices from the third to the fourth quarter of this year is estimated to be around 30% to 50%, with storage accounting for approximately 8% to 10% of the bill of materials (BOM) for laptops, impacting total costs by about 2% to 3% [1] - The actual price increase for computers is difficult to predict due to fluctuating storage prices and the time it takes for goods to reach customers [2] - Asus's Co-CEO, Hu Shubin, mentioned that the timing of price increases will depend on market dynamics and customer conditions, allowing for flexible adjustments in product offerings and pricing [1][2] Group 3: Product Design Adjustments - The PC industry is reportedly changing product designs to cope with the storage shortage and price increases, with Asus offering various combinations across its product lines [2] - Chen Junsheng indicated that it is common to see reductions in storage specifications, such as from 16GB to 8GB, as a response to rising storage prices [2] Group 4: Supply Chain Outlook - There is potential for alleviation of the storage shortage, as domestic manufacturers in China are expected to increase supply from major storage suppliers next year, which may help the overall market situation [2]
存储缺货效应 宏碁、华硕笔记本电脑要涨价了 灵活调整产品组合与售价