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Ryzen-Orange-Feature

Update: An Intel representative has sent ExtremeTech the following comment in response to this story: "We are on schedule to deliver the new 8th Gen Intel Core U-serial mobile processors optimized for connectivity with availability of OEM systems this fall. Nosotros go on to prioritize product of Xeon and Core processors as we work to meet strong client demand for Intel products."

Original Story Beneath:

Trendforce has announced that its lowering its expectation for mobile sales due to ongoing shortages of Intel's new Whiskey Lake CPUs. The company writes:

Intel originally planned to begin mass product of CPUs based on its latest Whiskey Lake platform in 3Q18, when the notebook market would be in the busy sales season. Withal, PC-OEMs are now finding an insufficient supply of Whiskey Lake CPUs, which has disrupted vendors' notebook shipment plans for this year'southward second half. Therefore, TrendForce now estimates that this twelvemonth's total notebook shipments will drib past 0.2% YoY, and the CPU shortage may farther impact the unabridged memory market place besides.

If you're wondering why this issue is cropping up now, you aren't alone. As Trendforce notes, these capacity restrictions appear to be hit both Intel'due south newly launched CPUsSEEAMAZON_ET_135 See Amazon ET commerce and those already in-market. The rumors we heard of a 50 percentage mismatch between supply and need announced to have been inflated or specifically referring to the chipset market place — Trendforce refers to a five percent gap betwixt supply and demand for Intel 14nm CPUs, maybe rising to a 5-10 percent gap in September. That's more modest and seems to better reflect the limited price hikes we've seen over the past few weeks for certain desktop chips.

The impact of the aircraft shortage could bulldoze some boosted reduction in DRAM prices afterwards years of climbing, merely DRAM prices aren't supposed to change much through Q4 2022. NAND prices could fall faster (possibly bringing on those price declines we've heard to expect through the end of this twelvemonth and into 2022). Meanwhile, AMD is slowly ramping Ryzen Mobile into a real product, with an estimated iv.9 per centum of the mobile market. Our slideshow from AMD'due south original Ryzen Mobile launch, with details on the compages, is shown below:

Earlier this week, Susquehanna analyst Christopher Roland wrote:

AMD is the winner of 3Q18 PC-SIGnals Most data points for AMD were constructive, including ameliorate desktop share (+1.5% QOQ), better laptop share (+1.vii% QOQ), and higher aftermarket GPU share (+4% QOQ). Lower (retail) graphics carte du jour pricing is a downside, but somewhat expected every bit crypto demand is now most zero." Furthermore, "While AMD continues to ramp in Desktop CPU (xvi.7% model share, up +1.5% from 15.ii% in 2Q18), the company (finally) appears to be ramping in laptops with Ryzen Mobile. In 3Q18, we estimate that AMD held 4.9% model share for laptops in 3Q18, upwardly +1.vii% from 2Q18 (3.2% share). HP and Acer are driving the 3Q18 Ryzen uptick.

These are pregnant wins for AMD and imply that the company could run across increased market place share gains in Q3 and into Q4 2022 if Intel continues to have problem with 14nm. Correct now, barring any alternative explanation, we're all the same leaning on the delayed 10nm transition and maybe increased demand for Intel products every bit accounting for this trouble.

Intel itself isn't talking about the issue very much — while information technology has acknowledged the production shortfall, it'southward said nothing about why or which products are affected. It'due south thought that the company is prioritizing its highest-value chips and product lines, only the details aren't known. That ways we also don't know how significant the shortfall could go or how long information technology volition last.

Now Read: Intel May Outsource Chipset Production to TSMC, Intel Faces 14nm Shortage Every bit CPU Prices Ascent, and AMD Moves All 7nm CPU, GPU Production to TSMC