Acer CEO Statement on Computer Market and Price Expectations
Acer management stated that the severe situation in hardware costs may soften, and expressed that Chinese manufacturers could change industry dynamics with their affordable solutions.
While it is anticipated that the severe situation in hardware costs will ease in the upcoming period in the computer market, it is voiced that speculations regarding the memory crisis serve the purpose of protecting high profit margins.
Expected Change in Hardware Costs
Acer management predicts that the severe situation in hardware costs will soften in the upcoming period and personal computer prices may begin to decline starting from the second half of 2027.
Memory Crisis and Price Perception
Acer CEO Jason Chen stated that memory manufacturers exaggerate the RAM crisis, which is claimed to last until 2030, and keep alive the perception that prices will not drop in order to protect high profit margins.
Price Increases and Supply Process
Due to supplier prices reflecting on consumers with a delay of a few months, computer prices are expected to increase by 5 to 20 percent at the end of this year, and to follow a stable course in the first half of 2027.
Impact of Chinese Manufacturers on the Market
Arguing that there is a sufficient amount of memory and SSDs in the market, Chen stated that Chinese manufacturers could disrupt the balance with their cheaper solutions, while Acer, HP, and Asus have begun using CXMT memories in some of their products.