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HyperX Now Shipping Clutch Wireless Gaming Controller for Hours of Mobile and PC Gaming

HyperX, the gaming peripherals team at HP Inc. and brand leader in gaming and esports, today announced it is now shipping the HyperX Clutch wireless gaming controller. HyperX Clutch wireless controller features a familiar standard full-size controller layout, comfortable ergonomic design, and textured controller grips to provide improved controls for mobile gaming. HyperX Clutch is compatible with controller-enabled games on Android mobile devices and PC. The HyperX Clutch controller provides a comfortable gaming experience with textured controller grips and an ergonomic design that offers more comfort than holding a phone. The HyperX Clutch wireless gaming controller allows users to switch between PC and Android mobile devices with wireless support for Android mobile devices via Bluetooth 4.2 or a 2.4 GHz wireless receiver for PC. A USB-C to USB-A cable is included as a wired connection to PC for gaming, allowing users to take full advantage of gaming on the cloud via multiple devices.

"We strive to make long-lasting and affordable products that elevate the gaming experience," said Andrew Ewing, console global category director - HyperX. "The newly launched HyperX Clutch wireless controller features an ergonomic design that enhances gaming comfort for gamers playing on multiple platforms." HyperX Clutch controller uses a standard controller layout and provides additional Turbo and Clear buttons for a competitive edge. The Clutch wireless controller includes a convertible phone clip that can function as a tabletop tool for tablets and phones, and the phone clip can securely fit phones from 41 mm to 86 mm and comes equipped with a built-in 600mAh rechargeable battery offering up to 19 hours of battery life on a single charge for longer gaming sessions. The HyperX Clutch wireless gaming controller is now available in the U.S. through Amazon for $49.99 MSRP

PC Shipments Begin to Slow Following Two Years of Strong Growth, According to IDC

Global shipments of traditional PCs, including desktops, notebooks, and workstations, declined 5.1% in the first quarter of 2022 (1Q22) but exceeded earlier forecasts, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. The PC market is coming off two years of double-digit growth, so while the first quarter decline is a change in this momentum, it doesn't mean the industry is in a downward spiral. Despite ongoing supply chain and logistical challenges, vendors still shipped 80.5 million PCs during the quarter. The 1Q22 volume marks the seventh consecutive quarter where global shipments surpassed 80 million, a feat not seen since 2012.

"The focus shouldn't be on the year-over-year decline in PC volumes because that was to be expected. The focus should be on the PC industry managing to ship more than 80 million PCs at a time when logistics and supply chain are still a mess, accompanied by numerous geopolitical and pandemic-related challenges," said Ryan Reith, group vice president with IDC's Worldwide Mobile Device Trackers. "We have witnessed some slowdown in both the education and consumer markets, but all indicators show demand for commercial PCs remains very strong. We also believe that the consumer market will pick up again in the near future. The result of 1Q22 was PC shipment volumes that were near record levels for a first quarter."

MediaTek Exited 2021 with Over 75 Million Unit Lead Over Qualcomm in Smartphone Apps Processors

The global smartphone applications processor (AP) market grew 23 percent to $30.8 billion in 2021, according to Strategy Analytics' Handset Component Technologies (HCT) service report. According to this Strategy Analytics' Handset Component Technologies (HCT) research report, " Smartphone Apps Processor Market Share Tracker Q4 2021: Qualcomm Increases Revenue Share Lead", Qualcomm, MediaTek, Apple, Samsung LSI and Unisoc grabbed the top-five revenue share ranking spots in the smartphone applications processor (AP) market in 2021.

Sravan Kundojjala, author of the report and Director of Handset Component Technologies service at Strategy Analytics, commented, "For the first time on an annual basis, MediaTek overtook Qualcomm in units and established over 75 million unit-lead in smartphone APs 2021. MediaTek capitalized on Qualcomm's defocus on mid and low tier 4G LTE APs and gained volume share. Despite the loss of unit share crown, Qualcomm exited 2021 with over 43% higher revenue than MediaTek, thanks to an increased mix of higher-priced premium and high-tier APs. Both companies performed well in the 5G AP segment and posted a 13-year high in their AP average selling prices (ASPs)."

Pincered by Russian-Ukrainian War and Inflation, DRAM Price Drop Forecast to Continue in 2Q22 by 0-5%, Says TrendForce

According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones being influenced in the short-term by the Russian-Ukrainian war and high inflation weakening consumer purchasing power. At present, the only remaining source of demand is on the server side, so overall DRAM stocks will remain oversupplied in 2Q22.

In terms of PC DRAM, PC OEMs are adopting a conservative stocking strategy for orders in 2Q22 due to the Russian-Ukrainian war, which may continue affecting orders during peak season in 2H22, and revising 2022 shipment targets downwards. Additionally, the overall supply of bits is still growing, so the PC DRAM price slump in 2Q22 will further expand to 3~8% and may continue to deteriorate.

Netflix Acquires Mobile Game Developer Boss Fight Entertainment

Since we launched mobile games to our members around the world just four months ago, we've been expanding our games catalog bit by bit as we build out our in-house creative development team. So today, we're excited to announce that Boss Fight Entertainment is joining Netflix. Boss Fight Entertainment was founded in 2013 by David Rippy (CEO), Bill Jackson (CCO), and Scott Winsett (COO), whose work I've long admired. This studio's extensive experience building hit games across genres will help accelerate our ability to provide Netflix members with great games wherever they want to play them.

"Boss Fight's mission is to bring simple, beautiful, and fun game experiences to our players wherever they want to play," said the founders of Boss Fight Entertainment. "Netflix's commitment to offer ad-free games as part of members' subscriptions enables game developers like us to focus on creating delightful game play without worrying about monetization. We couldn't be more excited to join Netflix at this early stage as we continue doing what we love to do while helping to shape the future of games on Netflix together."

MSI Announces CreatorPro Mobile Workstations Powered by NVIDIA RTX A-series

MSI, a world leader in computer hardware and solutions, has launched a new generation of revamped mobile workstations. In 2022, MSI rebranded its Workstation lineup to the CreatorPro series. The new series not only meets the needs of professional industries, but also makes the overall design more elegant with clean lines, accelerating business and individual studios with a variety of choices.

Driven by the latest NVIDIA RTX professional graphics, and the 12th gen Intel Core processors, the workstations are now capable of delivering up to 45% performance compared to previous models. The CreatorPro Series speeds up the rendering to guarantee greater visual accuracy and computing power. Whether users are working with large-scale complex modeling, processing big data analytics, rendering architectural blueprints or even experiencing high-fidelity VR content that demands stable frame-rates, MSI's mobile workstations ensure peak performance. Certified by ISV and tested at the highest level to pass MIL-spec standards, MSI Workstations allow users to take their productivity and portability to the next level.

Intel Updates Technology Roadmap with Data Center Processors and Game Streaming Service

At Intel's 2022 Investor Meeting, Chief Executive Officer Pat Gelsinger and Intel's business leaders outlined key elements of the company's strategy and path for long-term growth. Intel's long-term plans will capitalize on transformative growth during an era of unprecedented demand for semiconductors. Among the presentations, Intel announced product roadmaps across its major business units and key execution milestones, including: Accelerated Computing Systems and Graphics, Intel Foundry Services, Software and Advanced Technology, Network and Edge, Technology Development, More: For more from Intel's Investor Meeting 2022, including the presentations and news, please visit the Intel Newsroom and Intel.com's Investor Meeting site.

Arm Appoints Rene Haas as Chief Executive Officer

Arm announced today that its board of directors has appointed 35-year semiconductor industry leader Rene Haas as chief executive officer and member of the board of directors, effective immediately. Mr. Haas succeeds Simon Segars, who has stepped down as chief executive officer and member of the board of directors after 30 years with the company. In the near-term, Mr. Segars will support the leadership transition in an advisory role for Arm.

"Rene is the right leader to accelerate Arm's growth as the company starts making preparations to re-enter the public markets," said Masayoshi Son, Representative Director, Corporate Officer, Chairman & CEO of SoftBank Group Corp. "I would like to thank Simon for his leadership, contributions and dedication to Arm over the past 30 years."

NVIDIA "GA103" GeForce RTX 3080 Ti Laptop GPU SKU Pictured

When NVIDIA announced the appearance of the GeForce RTX 3080 Ti mobile graphics card, we were left with a desire to see just what the GA103 silicon powering the GPU looks like. And thanks to the Chinese YouTuber Geekerwan, we have the first pictures of the GPU. Pictured below is GA103S/GA103M SKU with GN20-E8-A1 labeling. It features 58 SMs that make up for 7424 CUDA cores in total. The number of Tensor cores for this SKU is set to 232, while there are 58 RT cores. NVIDIA has decided to pair this GPU with a 256-bit memory bus and 16 GB GDDR6 memory.

As it turns out, the full GA103 silicon has a total of 7680 CUDA cores and a 320-bit memory bus, so this mobile version is a slightly cut-down variant. It sits perfectly between GA104 and GA102 SKUs, providing a significant improvement to the core count of GA104 silicon. Power consumption of the GA103 SKU for GeForce RTX 3080 Ti mobile is set to a variable 80-150 Watt range, which can be adjusted according to the system's cooling capacity. An interesting thing to point out is a die size of 496 mm², which is a quarter more significant compared to GA104, for a quarter higher number of CUDA cores.

Impact of Components Shortage on Whole Device Shipments Continues, PCs and Notebooks Least Affected, Says TrendForce

Driven by forces such as the pandemic, geopolitics, and the digital transformation of everyday life, there has been a shortage of global foundry production capacity for nearly two years and shortages have been especially severe for mature 1Xnm~180nm nodes, according to TrendForce's investigations. Although all foundries are furiously increasing capital expenditures to expand capacity, unrealized future expansion does not ease existing supply issues. In addition, the uneven distribution of supply chain resources that has exacerbated the shortage of parts and components has yet to be definitively alleviated. Circumstances as a whole will continue affecting shipments of related whole devices. Only the PC category is expected to emerge largely unscathed in 1Q22.

Moving into 1Q22, TrendForce states, due to the limited increase in production capacity, the market's supply situation is expected to be approximately the same as in 4Q21. However, some end products have entered their traditional off-season cycle and the slowdown in demand momentum is expected to alleviate the immediate pressure on OEMs and ODMs regarding supply chain stocking.

Intel's Upcoming 12th Gen Mobile CPUs Also Leak Ahead of Official Reveal

Earlier today, AMD's upcoming mobile CPUs leaked and now it's Intels turn, as its soon to be announced 12th Gen Alder Lake mobile parts in the H and U-series have both leaked, courtesy of VideoCardz. These will be Intel's first mobile CPUs with efficiency cores and every single SKU gets at least four of them. When it comes to performance cores, things are a lot more complex, as we're looking at everything from six performance cores, to a mere one for the Pentium and Celeron parts.

Starting with the H-series chips, Intel is set to release a pair of Core i9 parts, three Core i7 parts and three Core i5 parts. The Core i9's have 14 cores, divided between six performance cores and eight efficiency cores and a total of 20 threads. Intel is aiming for the same 5 GHz max turbo frequency as AMD, but Intel's max GPU frequency is a lot lower at a mere 1.45 GHz, compared to 2.4 GHz for AMD's parts. The Core i7's have two nearly identical SKUs, just with lower clock frequencies, but also a 10 core version, that loses four of the efficiency cores and gets a weaker GPU. The Core i5 parts start at 12 cores, of which four are performance cores, with the last SKU only having a total core count of eight. Oddly enough the two higher-end Core i5's have a more powerful GPU than the lowest tier Core i7. All H-series CPUs have a 45 W base TDP, with a boost TDP of between 95 and 115 W.

NVIDIA GeForce RTX 3080 Ti Mobile Brings 16 Gbps Memory and TGP of 175 Watts

NVIDIA is preparing to launch an ultimate solution for high-end laptops and gamers that could benefit from the high-performance graphics card integration in mobile systems like gaming laptops. Rumored to launch sometime in January, NVIDIA is preparing a GeForce RTX 3080 Ti mobile GPU SKU that supposedly offers the highest performance in the Ampere mobile family. According to sources close to VideoCardz, team green has prepared to announce RTX 3080 Ti mobile design with faster memory and higher total graphics power (TGP). The memory speed will get an upgrade to 16 Gbps, compared to the 14 Gbps speed in RTX 3080 mobile SKU.

Similarly, the total overall TGP will also receive a bump to 175 Watts. This is just a tad higher than the 165 Watt TGP of RTX 3080 mobile. The Ti version will upgrade the CUDA core count and other things like TMUs to undetermined specifications. Currently, it is rumored that the Ti version could carry 7424 CUDA cores, which is an upgrade from 6144 of the regular RTX 3080 version.

Samsung Mobile not Confident Chip Supply Issues will be Resolved in 2022

Unlike Intel and Qualcomm, Samsung seems to be far more pessimistic about the current chip supply issues, as the company isn't expecting the chip shortage to be resolved next year. Admittedly this information comes via a meeting of its mobile divisions top brass, but considering that the mobile division is using a significant amount of various chips for its products, it would seem that the information is reliable.

The two biggest shortages for Samsung's mobile division will continue to be application processors (also known as SoCs) and radio frequency (RF) components. Considering that these are key components of any modern smartphone, it's not hard to see why Samsung would be concerned. What we don't know is how much of an advantage Samsung's various business units have when they work with Samsung's foundries and we might have reached a point where the highest bidder wins the allocation.

Intel Core i7-12800H Alder Lake-P Mobile Processors Spotted in Geekbench

Intel's upcoming lineup of mobile processors with the novel hybrid core technology are codenamed Alder Lake-P. Contrary to the desktop Alder Lake-S, the P variant was envisioned with a lower power budget in mind to fit various form factors. Today, we get to see some of the first benchmarks of the Alder Lake-P processors and get to compare them to AMD's competing products. In the Geekbench 5 listing discovered by BechLeaks, Intel's Core i7-12800H processor with six performance and eight efficiency cores appear. The CPU ran at a base frequency of 2.8 GHz, while Geekbench didn't show boosting clocks in the submission.

The CPU managed to score 1654 points in single-core results and 9618 points in multi-core runs. If we compare this to AMD Ryzen 7 5800H, a direct competitor, the CPU is faster by 25% and 35% in single-core and multi-core results, respectively. If the previous Tiger Lake-H generation is a reference, the Alder Lake-P chip manages 12% and 20% higher single-core and multi-core scores. This specific processor is part of the GIGABYTE AORUS 15 YE4 laptop used for the Geekbench 5 benchmark test run.

Qualcomm Announces Updated Snapdragon 7, 6 and 4 Series Processors

Qualcomm Technologies, Inc. introduced four new mobile platforms - Snapdragon 778G Plus 5G, 695 5G, 480 Plus 5G, and 680 4G - to enable increased performance and capabilities across our high-, mid-, and entry-tiers. These 5G and 4G mobile platforms enable increased performance and capabilities to provide OEMs with additional options to help meet the existing demand.

There is significant traction and momentum across all Snapdragon tiers. By bringing cutting-edge features from the Snapdragon 8-series into the 7-, 6-, and 4-series, it is contributing to the growing demand across each Snapdragon series. The Snapdragon 7-series has grown by 44% in the last year alone due to tremendous high-tier demand. In the 6-series, consumer trends are emerging that show mid-tier smartphones will be the main driver for 5G adoption especially in emerging regions. Additionally, after less than one year, there have been more than 85 devices announced or in development based on the Snapdragon 480.

DRAM Prices Projected to Decline by 3-8% QoQ in 4Q21 Due to Rising Level of Client Inventory, Says TrendForce

Following the peak period of production in 3Q21, the supply of DRAM will likely begin to outpace demand in 4Q21, according to TrendForce's latest investigations (the surplus of DRAM supply is henceforth referred to as "sufficiency ratio", expressed as a percentage). In addition, while DRAM suppliers are generally carrying a healthy level of inventory, most of their clients in the end-product markets are carrying a higher level of DRAM inventory than what is considered healthy, meaning these clients will be less willing to procure additional DRAM going forward. TrendForce therefore forecasts a downward trajectory for DRAM ASP in 4Q21. More specifically, DRAM products that are currently in oversupply may experience price drops of more than 5% QoQ, and the overall DRAM ASP will likely decline by about 3-8% QoQ in 4Q21.

Although WFH and distance learning applications previously generated high demand for notebook computers, increasingly widespread vaccinations in Europe and North America have now weakened this demand, particularly for Chromebooks. As a result, global production of notebooks is expected to decline in 4Q21, in turn propelling the sufficiency ratio of PC DRAM to 1.38%, which indicates that PC DRAM will no longer be in short supply in 4Q21. However, PC DRAM accounts for a relatively low share of DRAM manufacturers' DRAM supply bits, since these suppliers have allocated more production capacities to server DRAM, which is in relatively high demand. Hence, there will unlikely be a severe surplus of PC DRAM in 4Q21. It should also be pointed out that, on average, the current spot prices of PC DRAM modules are far lower than their contract prices for 3Q21. TrendForce therefore expects an imminent 5-10% QoQ decline in PC DRAM contract prices for 4Q21, with potential for declines that are even greater than 10% for certain transactions, as PC OEMs anticipate further price drops in PC DRAM prices in the future.

Worldwide Shipments of PCs and Tablets Will Maintain Growth Through 2021 But Future Opportunity Leans Towards Notebook PCs, According to IDC

According to a new forecast from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker, worldwide shipments of PCs are expected to grow 14.2% to 347 million units in 2021. This is down from IDC's May forecast of 18% growth with continued supply chain and logistical challenges cited as the main reasons. The Tablet market is also expected to grow in 2021 but at a much slower pace of 3.4%.

"We continue to believe the PC and tablet markets are supply constrained and that demand is still there," said Ryan Reith, program vice president with IDC's Worldwide Mobile Device Trackers. "The lengthening of the supply shortages combined with on-going logistical issues are presenting the industry with some big challenges. However, we believe the vast majority of PC demand is non-perishable, especially from the business and education sectors."

Samsung Electronics Announces Second Quarter 2021 Results

Samsung Electronics today reported financial results for the second quarter ended June 30, 2021. Total consolidated revenue was KRW 63.67 trillion, a 20% increase from the previous year and a record for the second quarter. Operating profit increased 34% from the previous quarter to KRW 12.57 trillion as market conditions improved in the memory market, operations normalized at the Austin foundry fab, and as effective global supply chain management (SCM) helped maintain solid profitability for the finished product businesses.

The Semiconductor business saw a significant improvement in earnings as memory shipments exceeded previous guidance and price increases were higher than expected, while the Company strengthened its cost competitiveness. For the Display Panel Business, a one-off gain and an increase in overall prices boosted profits.

MSI Announces Delta 15 and Alpha 15/17 AMD Advantage Laptops with Radeon RX 6000M Series Graphics

MSI, a world-leading gaming brand, announces the all-new AMD-powered gaming laptop, Delta 15 and the revamped Alpha 15/17, equipped with the AMD Ryzen 5000 H Series Mobile Processors and the up to latest AMD Radeon RX6700M Series Mobile Graphics. MSI continues to fulfill the diverse demand of gaming and leverage the strength in the AMD product line.

Delta 15 and Alpha 15/17 all come with the latest Radeon RX6000M Series Mobile Graphics, 1.5x faster performance compared to previous generations AMD graphics. * Powered by the AMD Radeon RX 6700M, Delta 15 provides ultra-high frame rates, while the Alpha 15/17, equipped with the AMD Radeon RX 6600M, delivers 1080p gaming at max settings.

Intel "Alder Lake" Mobile Processor SKU Stack Leaked

Armed with up to 8 "Golden Cove" high-performance CPU cores and up to 8 "Gracemont" low-power cores in a hybrid x86 processor setup, the "Alder Lake" silicon enables Intel to carve out some interesting SKUs in the mobile space, by creating numerous combinations of the big and small CPU core counts, and more importantly, by adjusting the ratio of big cores to small ones. The two core types operate at significantly different performance/Watt bands, which allows Intel to target the various TDP-defined mobile processor SKU categories with just the right big:small core ratios, as revealed by a leaked "Alder Lake" mobile SKU roadmap, leaked to the web by HXL.

Intel is looking to spread the silicon across six mobile segments defined by TDP—the 5 W tablet/handheld; the 9 W ultra-thin, the 15 W mainstream tablet/laptop, the 28 W performance tablet/laptop, the 35-45 W thin enthusiast laptop, and the 45-55 W "muscle" laptop. With Intel recently announcing the discontinuation of its 1+4 (big+small) core "Lakefield" hybrid processor, its mantle in the 5 W segment will be picked up by "Alder Lake-M5," with 1 "Golden Cove" and 4 "Gracemont" cores. There will be two product tiers segmented by iGPU execution units (EUs), one with 48 EU, and the other with 64.

Qualcomm Introduces New 5G Distributed Unit Accelerator Card to Drive Global 5G Virtualized RAN Growth

Qualcomm Technologies, Inc. today announced the expansion of its 5G RAN Platforms portfolio with the addition of the Qualcomm 5G DU X100 Accelerator Card. The Qualcomm 5G DU X100 is designed to enable operators and infrastructure vendors the ability to readily reap the benefits of high performance, low latency, and power efficient 5G, while accelerating the cellular ecosystem's transition towards virtualized radio access networks.

The Qualcomm 5G DU X100 is a PCIe inline accelerator card with concurrent Sub-6 GHz and mmWave baseband support which is designed to simplify 5G deployments by offering a turnkey solution for ease of deployment with O-RAN fronthaul and 5G NR layer 1 High (L1 High) processing. The PCIe card is designed to seamlessly plug into standard Commercial-Off-The-Shelf (COTS) servers to offload CPUs from latency-sensitive and compute-intensive 5G baseband functions such as demodulation, beamforming, channel coding, and Massive MIMO computation needed for high-capacity deployments. For use in public or private networks, this accelerator card aims to give carriers the ability to increase overall network capacity and fully realize the transformative potential of 5G.

Global NAND Flash Revenue for 1Q21 Rises by 5.1% QoQ Thanks to Better-Than-Expected Demand for Notebooks and Smartphones, Says TrendForce

Total NAND Flash revenue for 1Q21 increased by 5.1% QoQ to US$14.82 billion, according to TrendForce's latest investigations. In particular, bit shipments rose by 11% QoQ, while the overall ASP dropped by 5% QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer and smartphone manufacturers remained high, clients from the data center segment exhibited relatively weak demand, since this segment had yet to leave the state of NAND Flash oversupply. Contract prices for this quarter therefore still mostly showed a considerable QoQ drop. On the other hand, OEMs/ODMs of end products began to increase procurement of NAND Flash products from the second half of January onward because they noticed that the shortage of NAND Flash controller ICs was affecting the production of medium- and low-density storage products. Besides avoiding a possible supply crunch in the future, OEMs/ODMs were placing additional orders because they were preparing for a push to expand market share. On account of these developments, the overall NAND Flash demand surpassed expectations in 1Q21.

FSP Releases Battery Chargers for AGV and AMR

The pandemic has changed people's way of life. Changes in the consumption habits of the general public have led to rapid e-commerce and shipping market growth. Logistic processing efficiency has become one of the key capabilities of competing business owners. In addition, in the era of Industrial 4.0, smart factories extensively adopt machinery to replace manpower, thereby enhancing production efficiency and accuracy. Therefore, demands for unmanned Automatic Guide Vehicle-Unmanned Handling (AGV) and Autonomous Mobile Robot (AMR) will significantly increase in line with market expectations.

In order to ensure the smooth operation of AGV and AMR, battery and charger stability play an essential role. The FSP has developed a 600 W charger (FSP600-1UAC01) acceptable to a full range of input voltages, with an output voltage of 50.4 V-58.8 V and an output current of 10.0 A. The product has a streamlined appearance and a compact size of only 202*132*69 mm/2.2Kg.

AMD Earnings Call: GPU Production is Ramping and Mobile GPUs are Set to Arrive Later This Quarter

The current supply of graphics cards has been very tight all over the world. Starting with the launch of the latest Radeon RX 6000 series of GPUs based on RDNA 2 architecture, AMD has found itself in big trouble when it comes to supply of the silicon, compared to the demand that exists for these new GPUs. We have discussed that many times in the past and saw that it represents a problem spanning everyone involved in getting the silicon chips to the hands of consumers. On Tuesday, April 27th, AMD held its Q1 2021 earnings call and webcast, where the company executives talked about the company's future, underlying problems, and ways of addressing them.

Among many topics covered in the call, AMD's President and CEO, Dr. Lisa Su, has talked about the GPU supply. According to Dr. Su, the company is ramping the production of its Radeon graphics cards, adding that the mobile Radeon GPU lineup is lurking. Here is a full quote from the earnings call.
Dr. Lisa Su—AMD Q1 2021 Earning CallAnd we're well-positioned for further growth as we have tripled our commercial notebook design wins with the largest OEMs this year. In graphics, revenue increased by a strong double-digit percentage year over year and sequentially, led by channel sales growth as revenue from our high-end Radeon 6000 GPUs more than doubled from the prior quarter. We introduced our Radeon 6700 XT desktop GPU with leadership 1440p gaming performance in March and are on track for the first notebooks featuring our leading-edge mobile RDNA 2 architecture to launch later this quarter. We expect Radeon 6000 Series GPU sales to grow significantly over the coming quarters as we ramp production.

PC Shipments Show Continued Strength in Q1 2021 Despite Component Shortages and Logistics Issues, According to IDC

Global shipments of traditional PCs, including desktops, notebooks, and workstations, grew 55.2% year over year during the first quarter of 2021 (1Q21), according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. While PCs remain in extremely high demand, the growth rate benefitted from the shortages faced in the first quarter of 2020 when the global pandemic began, resulting in an unusually favorable year-over-year comparison. PC shipments reached 84 million worldwide in 1Q21, a modest 8% decline from the fourth quarter of 2020. While sequential declines are typical for the first quarter, a decline this small has not been seen since the first quarter of 2012 when the PC market declined 7.5% sequentially.
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