The much-vaunted recovery in IT spending may face a hurdle this year, as Asia's electronics makers "are struggling to meet demand", according to local paper The Sarawak Tribune.
Apple-watchers will already be aware of Apple chief financial officer Fred Anderson's statement that the company would have been able to sell even more iPods over Christmas, "but couldn't build enough". With iPod being this season's consumer electronics hit, the example shows the effect lack of parts may have on any recovery.
"Upbeat earnings statements last week from companies including Samsung and Apple reflect a trend that is soaking up parts from the Asian heart of the global supply chain," the local report says. Supply constraints are likely to continue "during the first half of the year," said Chu Woosik, Samsung vice president for investor relations.
Manufacturers are investing in new factories in response, the report explains, citing LG Electronics, Philips, Panasonic and others active in the region.