As consumers and schools keep snapping up notebooks, component shortages are once more becoming a problem for the PC industry.
On Tuesday afternoon, HP Inc. (HPQ) – Get Report and Dell Technologies (DELL) – Get Report — two of the world’s three biggest PC suppliers, along with Lenovo — both disclosed on their earnings calls that they’re seeing PC component shortages.
“We exited the quarter with an elevated [PC] backlog and continue to operate with component supply shortages which are expected to constrain our growth through the first half of 2021,” said HP CEO Enrique Lores. Later, acting CFO Marie Myers added that HP’s PC growth remains constrained by “industry-wide supply shortages” of CPUs and display panels.
Likewise, Dell COO Jeff Clarke said his firm is dealing with LCD-related shortages — both for LCD panels and chips such as timing controllers and display drivers.