HP, Asus and Acer shift some PC production back to China amid soaring parts costs
Briefing by News4U · First published
ITHome, citing Nikkei Asia, reports that major PC brands are moving some manufacturing from Thailand and Vietnam back to China as AI-driven memory shortages push component costs higher, while Dell weighs a similar shift.
ITHome reported Wednesday, citing Nikkei Asia, that HP, Asus and Acer are shifting some personal-computer production from Thailand and Vietnam back to China while working with a newer generation of Chinese contract manufacturers. The outlet said the moves respond to soaring component costs. Dell, described as ranking behind Lenovo and HP among U.S. PC makers, is also evaluating similar plans, according to the report. [1]
People familiar with the matter told Nikkei Asia that AI demand has left memory and storage chips in severe short supply, lifting bill-of-materials costs and pushing brands to seek more efficient production. China still offers skilled labor, lower costs and a complete supply chain, the report said. As larger Taiwanese ODMs prioritize higher-margin AI server work, Chinese manufacturers including Luxshare Precision’s LuxPC Union joint venture have won HP, Dell and Asus orders over the past year, three people said. [1]
HP, Dell and Asus did not respond to Nikkei Asia’s requests for comment, ITHome reported. An Acer spokesperson said the company dynamically adjusts supply-chain operations to strengthen resilience and competitiveness and has long worked with multiple manufacturing and supplier partners to stay flexible. [1]
Sources
- AI 推高元器件成本，消息称惠普、华硕、宏碁将部分 PC 产能迁回中国
ITHome · · Excerpt