In recent months, the shortage of Intel CPUs has affected the industry. According to Martin Wong, president and CEO of COMPAL, a leading manufacturer of notebook PCs, the shortage of Intel CPUs may not be resolved until the second half of 2019.
According to supply chain news, not only the eighth-generation processor prices have risen recently, but Intel's other series of CPUs have also risen. The Coffee Lake series of 14-nanometer Core i5-8400, i5-8500, i5-8600 and i7-8700 CPUs rose by 21.6% due to the shortage. The shortage is not a short-term phenomenon for one or two months, and will continue until the end of this year, so most computer accessories sellers now no longer sell CPUs separately.
According to a report by SemiMedia on September 13, Intel's CPU shortage has further affected the server industry, which may cause HPE to switch some products to AMD's processors. If the shortage is not solved, it is possible that DELL and EMC will also be acted upon. .
Analysts released a report saying that due to the serious shortage of Intel processors, competitor AMD will win a share in the high-end PC and server market, hopefully increasing from the current 10% to 30%.
Although Intel and AMD are the world's two major processor giants, there has been a large market gap between the two. In 2016, AMD's market share was less than 10%, and most of the market is still in the hands of Intel. And if the Intel CPU shortage really lasts for another half a year, it will give competitors AMD a good chance to grab the market.