AI推高内存等成本 消息称惠普等PC大厂将部分生产转回中国

格隆汇
Oct 28
据日媒,惠普、华硕和宏碁等主要PC制造商正在通过将部分生产从泰国、越南迁回中国,并启用新一代代工制造商的方式,来应对不断飙升的部件成本。多位知情人士表示,随着物料清单成本上升,且AI需求导致内存和存储部件严重短缺,这些PC制造商正在寻求更高的制造效率。 中国仍是PC厂商制造电脑的最佳选择,因为这里拥有经验丰富的劳动力、更低的价格以及完整的供应链生态体系,能够提供全面的零部件供应渠道。与此同时,这些PC制造商正转用一些不太知名的中国代工厂,因为规模更大的代工厂越来越忙于生产利润率更高的AI数据中心服务器订单。知情人士称,全球第三大个人电脑制造商、仅次于联想和惠普的戴尔公司,也在评估类似的调整。

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