Wednesday, December 4th 2019

Amidst Intel CPU Shortage Woes, Dell Reportedly Looking Into AMD Alternatives

That news title should come as a surprise to no one, and extends to most other PC makers who are affected by Intel's inability to keep up with demand on its 14 nm (+++++?) node. News of Intel's factories being outputting less than the entire professional and consumer markets are required has already been covered multiple times and in multiple ways. Sand steps Intel has taken to mitigate this issue whilst trying to solve its 10 nm execution woes range from moving chipset production up from its 14 nm nodes to 22 nm to free capacity, increase production capacity over the already installed one, and even outsource some of its silicon manufacturing to other players in the industry. However, these measures won't actually take effect in the availability equation in a heartbeat, and of course PC makers such as Dell, who has already revised its revenue forecast and placed the blame on Intel, are looking to alternatives.
Dell has already had some products based on AMD designs, but most of the company's lineups, irrespective of market, are based on Intel platforms. That they are considering AMD is obvious; all other makers are surely doing that, especially considering the overall value proposition from AMD CPUs. Dell CFO Tom Sweet, for one, told yahoo Finance that they are "Evaluating AMD" as a partner, and that they expect Intel's shortages to only by fixed by the second half of 2020. Should AMD be able to entrench themselves as a viable alternative (which they already are; but companies do take their business relations seriously, and they would do so even more when it comes to Intel), then they could carve themselves a space that would then be difficult for Intel to recover. or, of course, this news may serve only as a way for Dell and other manufacturers to put some pressure on Intel to achieve better materials acquisition deals - Intel is bound to be eager not to let AMD penetrate the market as much as their chips deserve to.
Sources: Yahoo Finance, via Tom's Hardware
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44 Comments on Amidst Intel CPU Shortage Woes, Dell Reportedly Looking Into AMD Alternatives

#26
btarunr
Editor & Senior Moderator
fancuckerCan they guarantee the same QC with AMD platform/chips? Memory, voltage and stability issues still abound with Ryzen 3000
They already sell desktops with AMD processors, so yes.
Posted on Reply
#27
Tsukiyomi91
This comes to no surprise to most of us. Bet those Intel executives are scrambling a response to this.
Posted on Reply
#28
Durvelle27
this isn’t really news for me. We all saw this coming

Hell at my job we issued a call back for intel units and now all we deploy daily is AMD laptops and desktops for the entire AT&T Workforce world wide. By 2020 all AT&T company PCs will be AMD Ryzen Pro powered.
Posted on Reply
#29
medi01
What a freaking shameful reason to start selling AMD chips, given AMD's fantastic lineup.
I have 2005 deja vu...
fancuckerMemory, voltage and stability issues still abound
You forgot about unstable drivers.
Posted on Reply
#30
INSTG8R
Vanguard Beta Tester
medi01What a freaking shameful reason to start selling AMD chips, given AMD's fantastic lineup.
I have 2005 deja vu...
Well Dell has pretty much frozen out AMD for a decade it's about time they ended they're pseudo monopoly, granted they didn't have much of a choice but it could mean future Dell products will have more choice.
Posted on Reply
#31
Unregistered
trog100hush money wont work if you cant supply the goods :)

trog
Well... if you must get into details... :laugh:

I'd be curious to see how honest Intel has been with their clients and much inventory OEMs like Dell (and especially smaller ones) have just sitting in warehouses waiting for CPUs to arrive on top of their client complaints and losing revenue from potential new clients who can't buy anything...
#32
candle_86
Good, I suggested to my boss that if dell starts selling ryzen 7 3xxx chip desktops we should buy as they would be more potent than the i7 9700 Opti 5070s we already buy. The desktops are used for AI, program development, inventory tracking, and order processing needs.
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#33
Cataclysmm
If all you want to do is play solitaire and look at FB, a Dell is all you need.
Posted on Reply
#34
INSTG8R
Vanguard Beta Tester
CataclysmmIf all you want to do is play solitaire and look at FB, a Dell is all you need.
You‘re not wrong but that Dell has had an Intel in it for at least a decade be it a good one or not.
Posted on Reply
#35
candle_86
CataclysmmIf all you want to do is play solitaire and look at FB, a Dell is all you need.
Or if warranty and support matter and reliability is a factor, there is a reason the Enterprise market doesn't do custom PC's.
Posted on Reply
#37
Minus Infinity
Realistically can AMD supply the volume of chips Dell would require? They need iron clad guarantees about supply, would this lead to general consumer shortages if they have prioritise Dell. I have no idea how many chips TSMC can produce per month for AMD.
Posted on Reply
#38
efikkan
I think Dell should be sourcing CPUs from both, that could only be good for the competition.

But it seems like everyone is ignoring the elephant in the room; as both CPU makers failing to meet the current demand, how is more AMD based Dell PCs going to improve that situation in the short-term?
If AMD wants larger OEM deals, they need to be able to ship much higher volumes.
Posted on Reply
#39
lexluthermiester
btarunrIntel is praying it doesn't have more than 4 cores, because then AMD will beat the Core i5 both in CPU and iGPU performance.
This. And Intel has reason to be worried. 6 and 8 core mobile chips are incoming from AMD.
efikkanI think Dell should be sourcing CPUs from both, that could only be good for the competition.
Agreed. This level of competition is bringing the PC market to a new level of prosperity.
Posted on Reply
#40
Redwoodz
Oh yeah, but remember guys...... The Desktop is dead! 5 yrs ago all the experts were claiming the death of AMD and the whole desktop market was coming to an end. Now neither one can make enough chips. ! :toast:
Posted on Reply
#41
AnarchoPrimitiv
fancuckerCan they guarantee the same QC with AMD platform/chips? Memory, voltage and stability issues still abound with Ryzen 3000
See I don't understand that, I literally just built a 2700x system a week ago and used TWO DIFFERENT G.Skill Trident Z RGB 8GBx2 kits (32GB total) in an Asus X470-F and on literally the first boot it was running at 3200Mhz 14-14-14-34 with zero issues.

My 2700X also hit 4.398Ghz (effectively 4.4Ghz) on all cores at only 1.318 Volts, so I'm thinking I won the silicon lottery with that one.

I get that this is only my experience, but my experience cannot just be some freak outlier
Posted on Reply
#42
efikkan
AnarchoPrimitiv
fancuckerCan they guarantee the same QC with AMD platform/chips? Memory, voltage and stability issues still abound with Ryzen 3000
See I don't understand that, I literally just built a 2700x system a week ago and used TWO DIFFERENT G.Skill Trident Z RGB 8GBx2 kits (32GB total) in an Asus X470-F and on literally the first boot it was running at 3200Mhz 14-14-14-34 with zero issues.
OEMs like Dell will configure memory to run at JEDEC speeds, which will work fine on either AMD or Intel.
If you're intending to overclock memory, you're not going to buy like a Dell OptiPlex…

And as for BIOS quality, that's mostly up to Dell.
Posted on Reply
#43
robot zombie
AnarchoPrimitivSee I don't understand that, I literally just built a 2700x system a week ago and used TWO DIFFERENT G.Skill Trident Z RGB 8GBx2 kits (32GB total) in an Asus X470-F and on literally the first boot it was running at 3200Mhz 14-14-14-34 with zero issues.

My 2700X also hit 4.398Ghz (effectively 4.4Ghz) on all cores at only 1.318 Volts, so I'm thinking I won the silicon lottery with that one.

I get that this is only my experience, but my experience cannot just be some freak outlier
That's me as well. I did a lot of commisions at the height of Zen+. All x models. Many different configurations. And in spite of the initial problems with Zen+ they all performed consistently with no stability issues. If that hadn't been the case I wouldn't have been selling machines with Ryzen CPUs in them to anyone. But most of them got off of the hook for less than they expected for a machine that works for them. A couple of those have been out in the wild for around a year and the only peep I've heard from those clients have been "Thank you." and/or "I know someone who wants a new custom PC."

So I dunno... IME they're an easy sell and people seem to be happy with them *shrug* No reason not to have them in pre-built machines IMO. Was glad to have them as an affordable option to offer. The same rules as with Intel... pick the right parts and things generally go pretty predictably smooth.
Posted on Reply
#44
mtcn77
Minus InfinityRealistically can AMD supply the volume of chips Dell would require? They need iron clad guarantees about supply, would this lead to general consumer shortages if they have prioritise Dell. I have no idea how many chips TSMC can produce per month for AMD.
"When the supply of oil was becoming increasingly uncertain," "then their biggest customers, such as power companies, who drank oil by the trainful and would make no allowances for human frailty began to convert to coal."
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