According to the latest laptop shipment market survey report, global notebook shipments in the third quarter of 2018 were 42.68 million units, a quarterly increase of only 3.9%, compared with the previous estimate of 5-6% quarterly growth rate, about 2% less. The main reason is the impact of CPU shortage. The current inventory of the CPU is almost zero, and all the demand needs to wait for production, which may cause the annual shipment of notebook in the fourth quarter to decline by about 1.9%.
According to previous news, ASUS CEO Jerry Shen said in the third quarter earnings conference that the shortage of Intel processors will continue until the second quarter of 2019.
Jerry said that although Intel promised to solve the supply problem as soon as possible in September this year, and further increase the capacity of 10nm, in fact, Intel’s strategy is to give priority to the production capacity of Xeon and Core CPU, and it will take time for the supply of low-end CPUs and general-purpose CPUs.
The shortage of Intel CPU supply has brought shocks to the PC industry. The industry estimates that it will be difficult to alleviate the shortage before the middle of next year.