Acer CEO: 2030 memory shortage fears are just a way to protect margins
The CEO of Acer has stated that concerns from memory manufacturers regarding a potential shortage by 2030 are a tactic to protect profit margins. Instead of scarcity, the company expects a downward trend in component costs.
Impact of Chinese manufacturing capacity
According to Acer leadership, the market is being shaped by the expansion of production facilities in China. The entry of cheaper Chinese capacity into the DRAM and NAND markets is expected to drive down component prices, which will ultimately make consumer electronics more affordable.
PC price forecasts
Rather than facing a supply crunch, the CEO predicts that PC prices are set to decline by late 2027. This shift is attributed to increased supply and more cost-effective manufacturing processes. Consequently, the industry's warnings about resource scarcity may be more about maintaining high margins than reflecting actual market conditions.
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