HP and Lenovo are tired of processor stock issues
Fed up among assemblers due to Intel's problems in meeting the demand for processors that would be affecting sales.
The arrival of the AMD Ryzen 3000 processors have done a lot of damage to Intel. Less and less users are betting on Core processors in favor of Ryzen. But there are more problems than falling back in market share, we can almost say, that it is the least of the problems. The 10nm lag is brutal and the processor shortage is added.
Intel loses market share in servers, data centers, supercomputers and desktops. The only market in which it remains is in laptops, because AMD does not seem to finish entering this market well. Not only the good quality / price favors AMD, but also the constant problems of meeting the demand by Intel
Intel processor shortage
Without going any further last week Intel was loaded 70 processors14nm s of Skylake family and Kaby Lake. Something that would be given by the low demand and because they need to produce other silicones.
It seems that in addition, executives from Lenovo and HP would have discussed the lack of processors during the Canalys Channels Forum in Barcelona. Alex Cho, President of HP Personal System, commented that "it is no wonder it has been a difficult year." He points out that the shortage of processors "makes life more complex"
They highlight that the shortage affects the entire Intel product portfolio, not just a few specific processors. They note that the shortage could "continue for one or two more quarters."
Gianfranco Lanci, Lenovo's Chief Operating Officer, has blamed continued processor shortages that have caused the PC market to grow less than expected. Even though it was up 4%, Lanci says it could easily have been 7%.
In addition, Gianfranco says the shortage would be due to production problems or underlying problems with the architecture. Logically in Lenovo they are quite upset with the situation caused by Intel.
The server market would be the least affected. Intel appears to have focused its 14nm production on Xeon silicon, which is more profitable than desktop Core silicon. Despite this DigiTimes reports that server manufacturers claim that the "supply of Intel 14nm CPUs" is limited and "there are no signs of a solution in the short term"
Source: TH