Acer, the world’s third- biggest PC maker by shipments, on Wednesday warned that July would be the true stress test moment for the global technology supply chain in terms of disruption from the Japan earthquake and tsunami.
Jim Wong, corporate president of the Taiwanese company, said the impact from the disaster in March had appeared limited so far because manufacturers and suppliers had been able to make use of idle inventory in the supply chain.
He also noted that the months from March to May were also traditionally a slow season for the PC industry, meaning that the supply chain had not yet come under a great deal of stress. But come July, the industry would really be “counting on the real output from factories”.