Acer CEO Jason Chen has announced forecasts for rising prices of personal computers. According to him, prices may increase by 5% to 20% in the fourth quarter of 2026. Chen expressed confidence that the memory shortage will not last until 2030, explaining that "it is impossible for the shortage to last until 2030!" Chen also noted that the supply of DDR4 and DDR5 RAM is no longer experiencing shortages, while there are issues with the availability of some entry-level and mid-range microprocessors. However, high prices for memory and SSDs still persist, which could lead to increased prices for devices with larger memory capacities.
The average price of PCs is expected to peak around mid-2027, after which a decline may occur in the second half of the same year. Even if component prices drop earlier, it will take several months for cheaper parts to reach finished products. Chen also emphasized that he considers some of the price increases from suppliers unjustified, despite the overall improvement in chip manufacturing conditions.
The current policies of companies such as CXMT and YMTC are aimed at expanding production capacities in China, which could improve the overall supply situation in the market. However, as long as component prices remain high, end products may be more expensive, especially for those models that require larger amounts of RAM or SSDs. Chen emphasizes that a full recovery of PC prices may take time, considering that prices will peak several months after supply stabilization.
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