Intel will continue to have processor supply problems until at least the third quarter of 2020
Intel's problems are many, but there are two main ones: the 10nm and a demand well above the production capacity. These problems are causing the fatigue of the assemblers of clone or notebook computers. Well, it has been announced that Intel's processor shortage problem will continue until the end of this year, at least.
Dell has already said publicly that they have had to lower their revenue forecast because of Intel and that they are already negotiating with AMD. HP and Lenovo have also shown to be angry with Intel for the shortage of processors. Note that HP, Dell and Lenovo are the top three assemblers of notebook computers and pre-assembled systems on the market.
[amazon box="B07S9M32FG"]Intel will continue with processor shortages until the end of the year
New information suggests that the company's shortage of processors will not be resolved before the third quarter. Indeed this is a problem for the industry and for Intel a positive problem. Despite stiff competition from AMD, assemblers continue to demand high-volume processors from it.
Industry sources also indicate that this is positive for AMD, as it will increase adoption of its processors. The Ryzen 4000U and Ryzen 4000H based on Zen2 @ 7nm pose as very strong competition in notebooks. These processors in addition to many cores and great power, are also highly efficient and with Vega iGPU.
But the change would not only be in laptops, it would also be in pre-assembled systems. Lenovo, Dell and HP are expected to bulk buy XNUMXrd and possibly XNUMXnd generation Ryzen processors. It remains to be seen if TSMC is capable of meeting the demand, something that seems quite plausible.
A problem for the industry that is due to the delay of more than two years of the Intel 10nm lithography. And also, 10nm desktop processors are not expected until 2021, something that could exacerbate the problem. Intel due to this has had to outsource the Pentium and Celeron and launch processors with faulty iGPUs, which are disabled.
Source: DigiTimes