OLED Association
  • Home
  • Past Musings
  • Who We Are
  • FPD & OLED Market Reports
  • Board Members
    • Members
  • Join Us
  • Contact OLED-A
  • Evaluation
  • BOE, Tianma, TCL Report Strong Profits In 2021_03/27/22
  • Home
  • Past Musings
  • Who We Are
  • FPD & OLED Market Reports
  • Board Members
    • Members
  • Join Us
  • Contact OLED-A
  • Evaluation
  • BOE, Tianma, TCL Report Strong Profits In 2021_03/27/22
Search by typing & pressing enter

YOUR CART

Musing-Weekly Newsletter

Vertical Divider
Signs the PC Chip Shortage is Ending
 
An executive at Micron Technology Inc. said last week at an investor conference that demand for consumer PCs is slowing and that some of its customers have more chips lying around. A day later, Morgan Stanley downgraded several chip stocks in a note titled “Winter is Coming.” The analysts said PC inventory is rising and that the smartphone market is likely to experience similar deterioration. IDC reported that global PC shipments grew by 13% Y/Y in Q221. 
exception of graphics cards. (It’s still a good time to be in the games business.)
The waning demand for PCs will likely last for at least several more quarters. Memory prices are dropping precipitously on fears the chip cycle is over. 

    Subscribe to Musing

Submit

Contact Us

Barry Young
​barry@oled-a.org

Neo Kim
​neo@oled-a.org


Sungeun Kim
​sungeun@oled-a.org

Visit us at OLED-A.org



COPY RIGHT  2022 OLED ASSOCIATION. ALL RIGHTS RESERVED DISCLAIMER