Friday, April 26th 2019

Intel CPU Shortages Could be Over, Hints Microsoft

Microsoft CFO Amy Hood in a quarterly financial results conference call with investors this Wednesday hinted that the worst could be over with Intel CPU shortages. "In Windows, the overall PC market was stronger than we anticipated, driven by improved chip supply that met both unfulfilled Q2 commercial and premium consumer demand as well as better-than-expected Q3 commercial demand." It's important to note that Hood did not name Intel, as PCWorld otherwise observed, but it's highly likely that she was referring to Intel, given that it continues to dominate pre-built notebook and desktop markets.

PCWorld uses Hood's statement from the previous quarter's results call to zero in on Intel. "The overall PC market was smaller than we expected primarily due to the timing of chip supply to our OEM partners, which constrained an otherwise healthy PC ecosystem and negatively impacted both OEM Pro and non-Pro revenue growth," she had said. Prices of 9th generation Core desktop processors in the retail channel appear to be normalizing, with the Core i5-9400 selling for $184 on Newegg, which is close to MSRP, its iGPU-devoid twin, the i5-9400F selling at a discounted price of $169; the overclocker-friendly i5-9600K selling for $264, and the i7-9700K at $409, which is a tiny $20 markup over MSRP.
Source: PCWorld
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20 Comments on Intel CPU Shortages Could be Over, Hints Microsoft

#1
lexluthermiester
So prices be coming down in time for the Ryzen 3 release? Interesting coincidence.
Posted on Reply
#2
HimymCZe
Who cares, Intel's dead. Go RyZen or GTFO.
Posted on Reply
#3
chaosmassive
so you managed to fix supply problem? congrats, now you have to face your REAL problem later this year. -AMD
Posted on Reply
#5
64K
HimymCZe
Who cares, Intel's dead. Go RyZen or GTFO.
Intel 2018 Annual Report:
Revenue 71 billion dollars
Net Profit 21 billion dollars
Market Cap 260 billion dollars

AMD 2018 Annual Report:
Revenue 6.5 billion dollars (from combined CPU and GPU businesses)
Net Profit 0.34 billion dollars
Market Cap 30 billion dollars

So I ask you, if Intel is dead then what does that make AMD?
Posted on Reply
#7
Crackong
Wait for Zen2
If you want AMD, Zen 2 makes you happy.
If you want Intel, Zen2 makes your wallet happy.
Posted on Reply
#9
Manu_PT
HimymCZe
Who cares, Intel's dead. Go RyZen or GTFO.
Can you provide the lottery numbers too? Thanks
Posted on Reply
#10
Metroid
Good, now they will have to sell their i7 9700 for half price and hope a troll will buy it hehe
Posted on Reply
#11
RealNeil
I love to see them having to react to market conditions. They don't absolutely control it anymore.
This is a good turnaround and I hope that it continues.
Posted on Reply
#12
xorbe
HardKernel still has no ETA for Intel chips for their odroid-H2 so doesn't seem like the shortage is over.
Posted on Reply
#13
hat
Enthusiast
lexluthermiester
So prices be coming down in time for the Ryzen 3 release? Interesting coincidence.
Who'da thunk it?
Posted on Reply
#14
lynx29
RealNeil
I love to see them having to react to market conditions. They don't absolutely control it anymore.
This is a good turnaround and I hope that it continues.
now we just need the same to happen in GPU world.

@R-T-B frog stealer alert, realneil is a thief? or a cousin? LOL
Posted on Reply
#15
advanced3
I like AMD as much as anyone else, but I think some peoples unreal expectations aren't going to be met.
Posted on Reply
#16
lynx29
advanced3
I like AMD as much as anyone else, but I think some peoples unreal expectations aren't going to be met.
or we just need to accept silicon is at last stretches, so these companies are milking everything to death
Posted on Reply
#17
SystemMechanic
More like, because no one is buying them. I skipped my yearly upgrade and stuck with 8700k
Posted on Reply
#18
advanced3
SystemMechanic
More like, because no one is buying them. I skipped my yearly upgrade and stuck with 8700k
Yearly upgrade with Intel.....Oof.
Posted on Reply
#19
medi01
So, gross margins down 4%.
Profitability down 11%.

So customers were bent over less than last year.
Thank you AMD.
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