Core Insights - The CEO of Compal Electronics, Anthony Peter Bonadero, stated that memory currently accounts for nearly 40% of the raw material cost of a PC, compared to the normal range of 15-18% [1][3] - To mitigate future memory cost pressures, some clients are pre-producing to stock up on inventory, which may lead to Compal's PC shipments exceeding traditional seasonal influences in Q4 2025 and Q1 2026, although deliveries may slow down starting Q2 of this year [3] - The current memory supply tightness may extend until 2027 or even 2028, but the shortage is not expected to return to the levels seen five years ago; Compal is maintaining close communication with the three major memory manufacturers [3] - Industry participants are expected to respond to the current challenges through price increases, component adjustments, and cost reductions [3]
仁宝总经理兼CEO：内存在PC原料成本中的占比已然翻倍
Sou Hu Cai Jing·2026-01-23 06:20