Acer CEO: NVIDIA-Intel partnership could complicate PC supply chains

Director General Acer Jason Chen expressed concern about the consequences of the partnership NVIDIA and Intel, aimed at releasing new x86 processorsDuring the annual ceremony Long Time Smile Awards He noted that the emergence of a third supplier in the x86 segment could significantly complicate logistics and inventory management for PC makers.

According to Chen, there are already multiple generations chips from Intel and AMD create difficulties in product positioning - companies are forced to take into account price, performance and power consumption each processor. The addition of a third player in NVIDIA will make the choice even more confusing and increase the pressure on purchasing departments.

He gave an example: Intel has raised prices for its Raptor Lake lineup., despite the fact that it is already inferior to new chips Arrow Lake. In the same time AMD recently released the Ryzen 3 5100 Based on the legacy Zen 3 architecture, running on the AM4 platform, the market now has solutions with varying levels of relevance and performance.

Chen emphasized that enthusiasts will have more freedom of choice, but for manufacturers this will create additional difficulties in choosing optimal combinations CPU, GPU, RAM, power supply and other componentsRegular shoppers, in turn, may experience "choice fatigue" and simply opt for a familiar brand without delving into the details.

Acer founder Stan Shih, who also spoke at the event, commented on the proposal to split chip production between the US and Taiwan 50/50. He said such a plan was possible, but will take about 50 years and a significant restructuring of Acer's entire supply chain. He also mentioned that high tariffs and possible new duties of up to 300% may require additional adjustments from the company.