I can answer you question on price of components:
Most of the components for PCs are manufactured in Asia, i.e process
of wafers (Samsung, LG, TSMC, UMC, Winbond, Vingard, TI-ACER, MOSEL VITELIC, Macronix,power chips, Charter) , chip assembly & testing (Anan, Siliconware, ASE , Alpha .. etc) , except CPUs processed in US
. Due to heavy competition on foundry and assembly/test business and
currency devaluation, the component price has dropped a lot and will
continue in the quarters to come. Example: due to recent drop in WON, samsung droped its price of DRAM in US dollars a lot and the Taiwanese manufacturers followed.The 16MB DRAM is cow priced at $2.5 to 3 and
heading toward $1.5. Lot of motherboards are also assemblied in Taiwan
!!!!! Just calculate the currency depreciation on each of those asian countries, the result will be how much the price of components will drop in dollars. This is the reason I said in my previous post as long
as the DRAM price keep dropping, CPQ can compete with Samsung in PC business. Since Samsung is a major DRAM manufacturer. |
