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小 發表於 2019-5-8 21:45 只看該作者
Intel tells clients CPU shortages will start easing in June, say sources
https://www.digitimes.com/news/a20190508PD211.html引用:Intel has informed notebook clients that it will start shipping entry-level processors in June, partially easing the shortages that have long hit device vendors, according to industry sources.
According to the shipment volume that Intel has promised, there will still be some shortages, but the shortfall will narrow significantly, the sources said.
Notebook supply chain players have seen growing momentum in demand from brand vendors since the beginning of the second quarter, thanks partly to Intel and Nvidia releasing new processors in April and partly to the expected easing of Intel entry-level processors in June, said the sources.
The sources said notebook shipments are expected to pick up in the second quarter after experiencing lackluster performance in the first quarter.
In April, Nvidia launched a new series of GPUs including RTX 2060, GTX1650 and 1660Ti and Intel also released Core i9 series CPUs, with notebook vendors rolling out new offerings adopting the new processors. This is likely to facilitate supply chain partners' shipments through the third quarter.
With Intel expected to increase supply of processors for budget notebooks in June, brand vendors such as Dell, HP and Lenovo are expected to step up placing orders with Intel rather than AMD, the sources said.
Usually, Intel gives supply priority to products with higher gross margins, such as those for servers and high-end notebooks, as well as to the three major clients, with smaller vendors of budget-level notebooks having to wait or turn to AMD.
Compal's vice chairman Ray Chen had said that the firm's lackluster notebook shipment performance in the first quarter of 2019 was mainly caused by Intel's CPU supply shortfalls and not by market demand slowdown.
Clevo, now handling contract production for notebook vendors in Europe, South America and China, has seen government procurement projects going to Dell, HP and Lenovo due mainly to its clients failing to get sufficient supply of Intel CPUs.
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