You won't be able to blame TSMC or GF for any shortage of Win8 devices

Subject: General Tech, Mobile | September 10, 2012 - 02:42 PM |
Tagged: surface, win8, winRT, touch screen

DigiTimes foresees supply problems with Windows 8 mobile devices but for once it is not the fault of the CPU/GPU manufacturers.  Instead it is the feature which makes Win8 on mobile devices so much more attractive that previous versions of Microsoft's mobile OS, the Achilles heel could be the touchscreen manufacturers.  Shipping millions of new touchscreen laptops and tablets could lead to availability problems with the industry already spread among so many current touchscreen products.  Even if the supply holds up there are also concerns about demand as a touchscreen device will cost more than an equivalent laptop without a touchscreen, something that DigiTimes' sources are concerned about.

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"Windows 8-based notebook shipments are expected to start increasing in September as the launch date of the operating system approaches, but because most orders are scheduled for shipping in September and October, sources from the upstream supply chain are concerned that related supply chain players will face great challenges in terms of capacity management and production smoothness."

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Source: DigiTimes