The report to Microsoft shareholders leaves us an interesting piece of information, and that is that the company is no longer concerned about the shortage of Intel processors.
Intel's processor shortage has created a serious problem for the entire technology industry. Currently the company is working at full load and has orders that they are not able to fulfill, because they cannot produce more. Microsoft already said in January that this problem affected the sale of copies of Windows. During the conference with shareholders, the company says they are no longer concerned about the situation. They have highlighted that primary markets are no longer affected by this problem.
No longer a shortage of Intel processors?
We do not know if the problem of more demand than production capacity continues. Intel from the first moment has been quite opaque about it and has never given a data. Although Microsoft no longer has this concern, it does not mean that the problem is over. It simply indicates that the segments that matter to Microsoft no longer suffer from this problem.
“We feel good about supplying in the Commercial segment and in the Premium Consumer segment, which is where we have the vast majority of our revenue, OEMs,” Microsoft's Amy Hood.
The professional and industrial segment has a preference for Intel, so the problems are in the consumer market. Although this market is important for Microsoft, it is not as important as the professional market, where they earn more money. Regarding the reference to "Premium Consumers", we suppose that it speaks of mid-range and high-end computers. Two markets highly affected by the shortage of 14nm processors due to high demand.
We should also keep in mind that AMD's Ryzen sells very well and they have lower prices. So for Microsoft it would be a bit eaten by what was served. If the user instead of Intel, builds an AMD, Microsoft does not care completely, since they will sell a copy of Windows (probably)
