Intel just announced their latest 8th Gen Intel Core Whiskey Lake processors this week and now supply chain sources are already claiming that the supply of Intel’s new-generation 14nm processors will fall short of demand. This will have a “significant affect” on shipments in the all-important holiday quarter. If true, Intel is going to have a nightmare on their hands, losing credibility at a time when AMD is about to leapfrog them in early 2019 with new Zen-2 7nm processors.
Digitimes is reporting today that after deciding to defer the launch of 10nm CPUs to the second half of 2019, Intel has just released two new 14nm processors: 8th-generation Core U low power mobile processors codenamed Whiskey Lake and Core Y Amber Lake processors for slim notebooks and tablets.
The new super slim notebook models released by Taiwan’s Acer at IFA 2018 in Berlin and new MacBook series set to be unveiled in September will all adopt the new processors.
Acer chairman and CEO Jason Chen noted that though the global PC market is expected to pick up in the second half of 2018, the tight supply of Intel’s 14 nm processors will pose a significant challenge to the supply chain management capability of brand vendors.
CP Wong, president of leading notebook ODM Compal Electronics, said that the largest variable to PC market sales in second-half 2018 rests with Intel’s CPU actual supply performance rather than the US-China trade war, with the performance already affected by poor yield rates.
Industry sources said that in their product development roadmaps, PC vendors have well scheduled procurements of components and launches of new products, and therefore Intel’s processor supply shortfall will surely impact shipments of almost all PC vendors in the second half of the year.
Look to Intel to respond to this rumor as it can’t fail to meet demand for the holiday quarter. A miss here would be the greatest gift AMD could ever imagine. Stay tuned.
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