苏姿丰警告零部件涨价将冲击消费级 PC,2027 年按市场两位数下滑规划。
我们的看法是,零部件价格上涨会影响整机定价,消费市场对此会更敏感。因此我们 2027 年的规划假设是 PC 市场出现两位数百分比下滑。原文 (en)
Our view is this is one of those times when component prices go up, it affects overall system pricing. One would expect the consumer markets to be more sensitive to that. And so our planning assumption for 2027 is that the market will be double-digit percentage down.