The biggest problem with the Core i5 series. DigiTimes says that the second quarter of this year is expected to overcome an inadequate supply problem of Intel processors. Despite the previous forecasts, the supply is not sufficiently adequate to meet demand, because it is growing due to the increase in the supply of cheap laptops and Chromebooks. AMD wins all of this, which split into the CPU segment through time.
According to DigiTimes, the gap between the availability and demand for green chips increased by 2 – 3 percent in the first quarter of this year. It is quite possible that there will be even more in the second quarter, which is particularly apparent in the case of the smaller units of the Core i5 and Core i3 series. Makers also complain about the supply of Atom, Celeron and Pentium systems, which continue at a very low level since the second half of 2018. At their expense, Intel will increase the production of more expensive models, where the mark is clearly higher.
This has led to interesting situations, including with the Llyn Apollo and Gemini Lake series, because the chipwas was so small that the supply gap about Lenovo would go up to many hundred thousand processors. As a result, Chichiko was forced to refuse to supply these packages to OEM partners in September 2018 and nothing has changed so far. The analysts expected that the situation on the CPU market would stabilize after the holiday season, because in theory, companies would no longer have to increase their inventories. In practice, it was contrary to the reverse, and in the fourth quarter of 2018, the supply gap mentioned above increased, instead of a reduction, 5 per cent.
The problem with the availability of blue CPUs has a huge impact on the market of mobile computers. Here, they're talking about a 5% gap, and some companies have been forced to switch to AMD units. Reds use the problems of the competitor and in just one year they have increased their share of the market from notebooks from 9.8 per cent to 15.8 per cent. The return to AMD is mainly visible in the case of the cheapest devices the units went for the Core i3 series. Interestingly, even Apple's complaints, which in their MacBooks Air use Amber Lake chips, are available to the company at short notice.
According to DigiTimes, in the second quarter of this year, the AMD share in the mobile segment will rise to 18 per cent. Intel will only be able to improve the provision in the second half of this year, by increasing the 25 percent production capacity in factories in the United States and Ireland. The service informs the potential problems of Ice Lake families, which mass production has also planned for the second time this year. The portal claims that the celestial will not meet the closing dates that are visible in the schedule. In addition, there are rumors that the Comet Lake series would be transferred to the next 7 nm process, avoiding the problem of 10 nm.
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