As Digitimes reports today, the status of PC manufacturers is at a decisive point, where we have seen in the last few hours and because of the TrendForce, the RAM market has a very troubled market and with great uncertainty signing first-quarter contracts.
Intel does not solve its shortage problems and its competitors are beginning to face the consequences
In addition to the $ 15 billion later, a year and a half of difficulties, shocks, announcements and problems in the end, Intel has also seen how ghosts of the past made their lives almost impossible.
Yesterday we reported on the fact that it was delayed Comet Lake-S and problems with the use of its 14 nm +++ node, which has reached the ceiling and is at its limit, a month and a half ago, its customers kept the largest number of CPUs in protest forced to use Christmas time and its sales today, Two months after the last official announcement the first direct results arrive.
No escape is possible ODM for laptops, at least not for her 1Q20, and that the commercial war with Intel are a common enemy they cannot avoid. Your submission will fall through 10 and 15%, which has a direct impact on the boxing of each of the blue-collar partners.
The fourth and final quarter of 2019 was already compounded by a decline in supply, much weaker than expected, but added to this, there was another basic problem with planning.
The design is larger than expected and will result in significant losses
Estimates often fail and it's not often that an analyst is wrong at one point, but this scenario was met this Christmas season by the MDGs, perhaps, the most bizarre in years. The CPU shortages and commodity prices have had an unfavorable effect on analysts, which presented the highest sales forecast for that summer, forcing manufacturers to make accumulation findings months earlier in a bid to send laptops ahead Avoid future taxes.
The forecast was not so high, it was shipping, but the stock was accumulating at a much higher rate than necessary. So, there is an inventory to shut down and ship, but the forecasts are much worse than those of last quarter and Intel is also unable to fulfill proper orders to deal with the storm.
Cocktail can explode if the forecasters are equally innocent in the second quarter, for this reason and for the construction phase AMD Renoir, many manufacturers have decided to start with orders from Lisa Su, where the minimum available is stable and can be shipped more than popular brands to the market.
