In the third quarter of this year, Intel was experiencing a shortage of 14nm capacity. Intel officials explained that they underestimated the demand in the server processor market and they have taken measures to increase 14nm capacity. In the PC processor market, the price increase of the eight-generation Core processor has also affected consumers.
In response to the above problems, Intel CEO Robert Swan recently answered questions from analysts when attending TMT in Switzerland. Most of Robert Swan's answers are similar to the previous official statements. Interestingly, Robert Swan also mentioned a very interesting data, that is, the shortage of PC processor market is not consistent with the results of data research. From the third-party data and Intel's results, the PC processor market's demand growth in the third quarter is not high, third-party research results are up 1%, and Intel's research results are close to 2%, comprehensively, Demand for PC processors grew by only 1-2% in the third quarter, but Intel's supply increased by 6%, which is higher than the growth rate of the PC processor market.
If the data given by Intel is correct, then the CPU shortage and price increase should not happen because supply growth is more than demand. In response to this problem, industry insiders said that price increases can generally be divided into two types, one is producer behavior, generally due to rising production costs, rising operating costs and insufficient capacity; the second is market behavior, that is, vendors Increasing the price, this kind of behavior generally has the purpose of speculation, that is, the vendors hoard a large amount of goods to create the illusion of shortage, and then carry out price increases. According to the data given by Intel, the current price increase of CPU on the market may be the impact of the above second factor.