Monday, September 24th 2018
More Buyers for AMD Due to Intel CPU Shortages, OEMs Unhappy
Intel is hit by crippling inventory shortages for many of its fast-selling 8th generation Core desktop processor SKUs. A number of factors are contributing to these shortages, as we discussed in this article. A key short-term consequence of shortages in Intel's inventories is more uninitiated buyers discovering AMD processors, now that they've achieved the highest levels of competitiveness against Intel in over a decade. Stock market analyst firm Jefferies has raised AMD's outlook for Q4-2018, and projects that its $30 stock price could hit $36, by raising its target price.
OEMs are not happy with Intel. Haphazard roadmap and platform changes have forced them to revise their product designs way too frequently, and now they're faced with the prospect of a short-supply. A report from research firm Fubon predicts that by next year, 1 in every 3 personal computers sold by HP (Hewlett Packard) will run an AMD processor. "Fubon's report that Intel will undersupply the PC market between 4Q18 and 2Q19 leaves us with higher conviction that AMD will report improving revenue, pricing and margins near term, and that is positioned to take share in the high end PC MPU and server market long term," said stock market analyst Mark Lipacis. He predicts that AMD's CPU market-share climbing to 30% through next year (a very huge feat for AMD).
Source:
HotHardware
OEMs are not happy with Intel. Haphazard roadmap and platform changes have forced them to revise their product designs way too frequently, and now they're faced with the prospect of a short-supply. A report from research firm Fubon predicts that by next year, 1 in every 3 personal computers sold by HP (Hewlett Packard) will run an AMD processor. "Fubon's report that Intel will undersupply the PC market between 4Q18 and 2Q19 leaves us with higher conviction that AMD will report improving revenue, pricing and margins near term, and that is positioned to take share in the high end PC MPU and server market long term," said stock market analyst Mark Lipacis. He predicts that AMD's CPU market-share climbing to 30% through next year (a very huge feat for AMD).
44 Comments on More Buyers for AMD Due to Intel CPU Shortages, OEMs Unhappy
Rumors say offdie memory,pci-e etc controller for the chiplet design while cores are 7nm and absolutely tiny chips to increase yield and throughput so I don't believe there will be a major issue if those rumors are true.
On the other hand, mcap was soo low, that one could have said, hell, patents alone cost more and took the bait.
Either way these shortages, for all those people cheering at it, are no good for any of us. If Intel can't deliver AMD will raise prices or at least be less inclined to lower them. On top of that its creating a fake inflated interest for AMD product - no longer on the basis of the product being the choice, but rather because there are no other options. While this can help AMD, it can also backfire. Look at Nvidia's stock of Pascal cards for a good example of that.
They have fab(s) tied to producing 10nm which can't yet because they still haven't sorted out the problem with their 10nm process but don't have enough fabs for all the 14nm products they currently produce: the fact that the current gen and next gen are being done in 14nm instead of 10nm only exacerbates the problem.
No wonder they are having shortages!
So now AMD is being sold by intel prices, while Intel tries out ngreedia tactics. Well done, capitalism! Screw the competition, screw all regulating institutes! Lets completely milk the customers dry!
2700X is 329$ in us already. Waiting 350$ in couple of weeks
I see it as a very doable solution.
Latency is a concern and if so it might be a big seller for enterprise but less for gamers.Prices have dropped well below MSRP in Norway on 2700X.
while 8700K is way up there now.