According to Digitimes, smartphone vendors have been aggressively placing short-term orders for the fourth quarter and suppliers have been delaying their shipments to PC vendors. This could impact these PC vendors' fourth quarter shipments

The probably was caused by Samsung’s recall of its Galaxy Note 7. The outfit jacked up orders for the Galaxy S7 and S7 Edge, hoping to minimize the impact on its bottom line. Meanwhile Apple did the same thing in the mistaken believe that people who had spent money on a Note 7 might suddenly want to downgrade to an iPhone 7.

Memory component suppliers swapped their capacity for PC memory to produce memory for smartphones. This put a spanner in delivery schedules from 10 weeks to more than 20 weeks. Since memory components require a series of certifications and testing, the suppliers can’t shorten the delay.

The memory component makers normally have a month of inventory on hand to cope for extra-ordinary cases like this, but it looks like these will be depleted after November.