Despite the shortage of some semiconductors in the second quarter, laptop manufacturers may encounter a surplus of some components in the third quarter, such as LK-punels and audio chips, which OEM manufacturers now have more than needed, written by Digimimes analyst Jim Xiao.
The expert notes that first-line laptop manufacturers, such as Dell, ASUSTek Computer and Acer, have already noted significant surpluses of LK screen in their warehouses, as they have not been able to adjust their procurement strategies in time when demand for laptops has fallen and manufacturers of these components have not begun to reduce their output.
The increased supply of sound chips, Wi-Fi chips, and power chips in the first quarter will also result in excess stocks of these components being observed in the third quarter. The audiochip producers have already reduced their prices for the third quarter. Xiao says long-term supply contracts with suppliers of these chips have been postponed.
Due to a sharp decline in demand, the second quarter is also expected to produce excessive stocks of memory chips, multi-layer ceramic capacitors and processors. The prices of memory chips and MLCC have already fallen by more than 10%, says Xiao, and old processor models have been eaten. However, the cost of new models is still at the same level.