PC memory supply falls short of demand
Siu Han, Taipei; Jessie Shen, DIGITIMES
Tuesday 20 October 2020
digitimes.com
The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry.
Demand for enterprise notebooks and Chromebooks has been particularly strong this year, digesting related memory inventories, the sources indicated. The visibility of orders for Chromebooks has already been extended to the first quarter of next year, the sources said.
Memory module houses generally have over two months of inventories, according to Simon Chen, chairman for Adata Technology. Nevertheless, inventories for notebook applications have been dragged down and are even insufficient to satisfy customer demand, Chen said.
Chen also said that sales of enterprise and gaming notebooks will be better than those of consumer models in 2021. Adata expects gaming products to account for over 10% of company revenue next year, Chen said.
Digitimes Research has forecast that worldwide notebook shipments will surge over 20% to 190 million units in 2020, while shipments of educational-purpose mobile computing devices will climb 32.3% on year to 42.1 million units.
Demand for educational-purpose notebooks has been strong
Photo: Digitimes file photo |
