Intel's supply is variable, and NB will still need to find alternative solutions in 2020.

The notebook factory has announced earnings reports, and its performance is better than market expectations. However, as 2020, due to the large supply of Intel (INTEL) processors, manufacturers are still waiting, especially in the AMD processor, it is still unable to compete with Intel. Under the circumstances, who can get a stable processor supply, can break through.

In the past two years, the notebook computer factory can be said to be a disaster in the original material supply. In addition to the fluctuation of the memory price, the passive components in the first half of 2018, because of the big grab of the smartphone, caused the price to rise several times, even if it is holding Cash can't get enough passive components.

By 2019, Intel had another processor process and capacity shipments. First, the low-end processor orders exploded. After Intel satisfied the low-end processor orders, it became a mid-to-high-end processor out of stock, allowing Intel to supply. In this case, the laptop factory is also suffering from the difficulty of shipping.

Passing Intel processors over three orders, scheduling

According to the notebook computer news, the processor orders received by Intel have been completely exhausted, which is the industry's worry about overbooking, and the situation is more serious than Intel's estimate. Generally speaking, if overbooking is twice, then it can be handled. But now according to market estimates, the overbooking status of Intel processors has more than tripled, and even Intel has been unable to predict the actual market conditions.

According to industry sources, Intel's capacity allocation now satisfies low-end processor orders. Most of the low-end processors are based on the standard market. In other words, notebook computers, including government standards and education standards, are the mainstays. The extent of the impact may be a little better. As for the mid-to-high-end processors, Intel is not able to supply it in full, and it can only be dealt with in the way of distribution, forming a peculiar phenomenon in the industry.

It is understood that Intel will release the latest supply status every Tuesday and Thursday. As for Intel's shipping method, it is currently shipping according to customer demand, but the key is that it is not necessarily the product specifications required by customers. That is to say, for example, if a customer places 5,000 mid-to-high-end processor orders, Intel will also plan 5,000 for a certain customer, but the specifications cannot be determined before shipment, and the quantity can only be determined first, and when it is shipped, If it is not the customer's specifications, the customer can only have two ways to deal with it. One is to give up directly, and the other is to find a customer who can accept the product and sell it to a new customer.

Super NB processor performance still can't catch up with Intel

Although Intel's handling situation is not stable, the current notebook computer factory still does not consider adopting AMD's notebook processor for the time being. Industry experts point out that from a performance point of view, the AMD desktop processor has indeed obviously threatened Intel, but On the notebook processor, basically, AMD has not threatened Intel's ability, so the notebook computer factory still does not move, continue to resist the temper to continue waiting for Intel's shipment.

On the other hand, industry insiders also revealed that the notebook computer factory also has a purpose, to tell Intel that everyone would rather use Intel's processor, or change the AMD processor, thereby exerting pressure on Intel and taking into account supply chain relationships. .

Industry sources said that Intel is now sprinting esports and creators of notebook computers, so the demand for mid- to high-end processors will have some support. If Intel can handle the capacity situation stably and fully meet the demand for orders, the notebook factory in 2020 still has a chance. After a good year.