Monday, September 24th 2018
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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
Now.....if only we could get those RAM prices back down....sigh
BTW, the miracle of capitalism is, if you dont want it, you DONT HAVE TO BUY IT. Customers choose to pay the price if they feel it is appropriate. Just because you cannot afford it doesn't mean everybody is being milked.
Hell, this is the OPPOSITE of what you are crying about. there is actual competition in the CPU space, prices are coming down for the first time in years, and consumers are benefiting.
Memory is not that difficult to produce. AMD could become major player in memory space today if they flooded the market with cheap DDR4. Manufactured at GloFo (because remember TSMC is at capacity and Samsung won't look kindly to someone manufacturing cheaper RAM at their foundry when they're trying to keep their cartel going. DDR4 does not need cutting edge manufacturing process either so GloFo's decision to not go past 14nm would not affect this.
Plus the upside would be AMD's ability to tune this DDR4 to work better for AM4 and TR4/SP3 platforms. I doubt they'll do it but it's an intresting idea to toy with i think.
You're saying "competetion, price drop, etc.,etc...." You know, I felt myself much better with 2600K for 300$. And back then, AMD was only capable of producing dud FX series. And now we have competetion, great ryzens and iCores.....but I don't see competetive prices. 115x top of the line i7 is more and more expensive, despite everything, each year.
But I'm not talking about "progress is bad", no way - it's good, its great! 8 cores in mass market, 16 in HEDT...yeah, but on the other hand, somehow, customers must pay for these progress double price.
P.S. And yeah, you right - I don't have to buy it. Until I'll have drops to 1 FPS because my PC is complete wreck, and new one that is "minimum recomended" costs like brand new audi. That's what we'll have in a 5 years.
Anyway, I'm sorry, maybe the price rise isn't that much in EU, so you won't be able to understand my anger....but in my country prices took off at 80-110% height. G4900 costs like 100 euro now.....
It's been around that price since forever. Just because you keep saying prices are rising doesn't make it true.
Also Nvidia went from around $25 to $250 in that same time, the mining craze. And people say Nvidia doesn't make much selling consumer GPUs lol.
Poor Track Record, Inconsistent Supplier :))