It looks like Intel's processor shortage, which started in 2018, could continue into 2020, and if that's true, it could help rival AMD grow its processor market share.
Almost 14 months after the start of Intel's struggles to produce enough 14nm processors, there are rumors that the shortage will last at least a quarter or two more, leading us to 2020.
Rumors have emerged of the Canalys Channels Forum event in Barcelona, Spain, where, as reported by the registry, several Intel partners have commented on the shortage.
For example, Alex Cho, president of HP's Personal Systems business, said of Intel's supply issues and their impact on HP's business: "L & # Last year was difficult, life is more complex and we hope that last one or two more quarters. "
Disturbingly, Cho also suggested that Intel's supply issues did not affect "just specific processors" but a range of products.
Gianfranco Lanci, Lenovo's chief operating officer, was also present at the event and reportedly said that the limitations of the Intel chip were a "concern" that had limited the company's growth potential. personal computer market this year.
According to Lanci, Intel told Lenovo that the offering will improve from quarter to quarter, but that has yet to be done. He also suggested that the supply issues could stem from production issues or a "processor architecture issue, if that's the issue, it's unpredictable."
Why this shortage?
AMD, which does not suffer from any such shortage, has recently taken off and now owns the majority of the processor market in more than 10 years. If Intel continues to struggle to produce processors for much of next year, more people could start moving to AMD.
Supply sources have told the registry that with Intel moving through the process of creating new 10-7nm processors, this means that there are fewer resources for 14nm manufacturing processors facing supply problems.
Intel is also apparently prioritizing the provision of high-end Xeon chips for businesses, further compounding supply problems for the more affordable 14nm processors.
It's frustrating for customers and system builders struggling to get Intel's 14nm chips, but it could also mean that Intel continues to lose market share to AMD.
We have reached out to Intel for comment and will update this story as soon as we receive your response.