In recent days, the united states it industry media crn (computer reseller news) has reported that the consortium has warned its north american partners this month, through an open letter, that due to increased costs due to the lack of dram memory and nand flash, some commercial products, including pc, tablets and smartphones, will be raised in march to remind customers of the bill before the price rise。
The open letter was signed by wade mcfarland, the head of the united north american channel。
In his letter, mcfarland mentioned that the current round price increase was mainly caused by memory shortages and would involve “specified products and configurations” in the idg sector, but the price increase had not yet been determined. He stated that “the scope and impact of any price update would vary and the details would be communicated directly in due course”
In addition, the infrastructure solutions department (isg), which is primarily responsible for servers and storage products, will be affected. It was mentioned in the open letter that isg would shorten the price quotation window to 14 days for internal competitive platforms and 30 days for external platforms used by distributors and distributors. At the same time, the isg has begun to repricing transactions at large backlogs of orders and quotations, which are partly affected by cost increases, and has suspended discounts for partners helping to expand new clients。
It is noteworthy that the consortium has urged partners to issue orders to distributors by 25 february and to ensure that orders are delivered no later than 28 february, so that there is “a greater chance” of receiving goods at current prices, depending on the availability and timing of the product. Mcfarland added that “even though orders were received by 28 february 2026, failure to deliver the goods by 31 march 2026 would require re-pricing”
It was reported that this series of actions had caused dissatisfaction among some north american partners. According to ceo of the unnamed top partner company, the letter gives suppliers an “excusion” for the price increase: “they are actually saying, `we will take your order, but if we fail to deliver it in time, we will re-pricing. 'it gives them a way to avoid responsibility' however, the ceo also “understands” the situation of oem producers。
This information has been confirmed by all those involved. In an interview with the crn, ryan mccurdy, president of north america, said, “we have to and will continue to adjust the terms, which cannot be avoided. We have put in place a number of very clear policies on how to receive orders this quarter, how to price them and how to meet delivery schedules.”
Like many manufacturers, the perceived cost pressures are due to industry-wide memory shortages and price increases. Techradar, the technology media, has reported last year that major oem manufacturers, including dale, sora, hewlett-packard and hpe, will increase their prices significantly, with server costs projected to increase by about 15 per cent and pc prices by about 5 per cent。
According to the trendforce advisory storage industry survey, in the first quarter of 2026, ai and data centre demand continued to exacerbate the global imbalance between the supply of and demand for the repository, and the original bargaining power increased and the overall co was projected for the first quarterThe contract price for the nand flash contract will increase by 90-95 per cent, and the price for the nand flash contract by 55-60 per cent, without excluding any further repair space。
According to the commonwealth advisory, since the beginning of 2026, the simultaneous increase in the price of spare parts such as storage, cpu, pcb, batteries, power management ic has led to a further increase in the global brand cost pressure, which is expected to result in a 14. 8 per cent reduction in the global write-off season in the first quarter of 2026. From a full year of 2026, the agency believes that global laptop deliveries will decrease by 9. 4 per cent annually。
