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Intel 14nm chip supply cannot keep up with demand - affects PC shipments for 2H18
Intel's 14nm chips are getting in short demand, and that might have a prolonged effect on shipments this year. Intel's 14nm lines are running at peak capacity ever since 10nm pretty much was delayed, which created more demand for 14nm.
This not only involves processors, chipsets are another thing, for example, Z370 launched on 22nm but Intel down the line changed all that to 14nm as well. With 10nm pushed back all the occurrences create a shortage at 14nm fabrication. Both ACER and ASUS now also confirmed the shortage which would push through the last half of 2018. And we know it all, in the end, any shortage will increase prices.
After deciding to defer the launch of 10nm CPUs to the second half of 2019, Intel has just released two new 14nm processors: 8th-generation Core U low power mobile processors codenamed Whiskey Lake and Core Y Amber Lake processors for slim notebooks and tablets. The new super slim notebook models released by Taiwan's Acer at IFA 2018 running August 31-September 9 in Berlin and new MacBook series set to be unveiled in September will all adopt the new processors, the sources said - Digitimes.
As to what extent other parties are involved that fab at 14nm, is not yet clear. This all falls into place with news from Global foundries who this week issued a press statement it would ditch 7nm for the time being, for more profitable production of 12 and 14nm.
Intel 14nm Skylake desktop CPUs delayed to August - 02/17/2015 10:07 AM
Rumor from the motherboard arena is that the launch of its 14nm Skylake desktop processors and the 100-series chipsets are pushed back to the end of August. Originally, the chip giant planned to reve...
More on Intel 14nm Broadwell Q4 2014 Delay - 02/18/2014 09:27 AM
Earlier on we already posted that Intel broadwell was delayed to Q4 2014. It seems to be aprtly true as the primary portion of Broadwell is currently on track the ‘Y’ ‘U...
fantaskarsef
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Posts: 12432
Joined: 2014-07-21
#5579937 Posted on: 08/31/2018 09:03 AM
So... I just say, things are going to get more expansive as a result. Simple, uneducated statement, but most likely true.
So... I just say, things are going to get more expansive as a result. Simple, uneducated statement, but most likely true.
cryohellinc
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Senior Member
Posts: 3404
Joined: 2014-10-20
#5579938 Posted on: 08/31/2018 09:09 AM
Why uneducated? They are and will further increase.
AMD has a great opportunity here if they keep prices low. Zen 2 has all the cards in its hand right now, slap on top of it Navi that is looming somewhere over the horizon, and we may even bigger shifts in the market.
So... I just say, things are going to get more expansive as a result. Simple, uneducated statement, but most likely true.
Why uneducated? They are and will further increase.
AMD has a great opportunity here if they keep prices low. Zen 2 has all the cards in its hand right now, slap on top of it Navi that is looming somewhere over the horizon, and we may even bigger shifts in the market.
fantaskarsef
Senior Member
Posts: 12432
Joined: 2014-07-21
Senior Member
Posts: 12432
Joined: 2014-07-21
#5579940 Posted on: 08/31/2018 09:15 AM
I just meant I'm not an analyst, it's just common sense that they planned wrong, technical difficulties with their fab process, low yields (or low orders of fab time / wafers), and in the end the consumer has to pay for it
I simply can't help but get fed up with that practise, it's an idiot's way of keeping revenue high although they're doing less business. Keeping share prices high etc.
Why uneducated? They are and will further increase.
I just meant I'm not an analyst, it's just common sense that they planned wrong, technical difficulties with their fab process, low yields (or low orders of fab time / wafers), and in the end the consumer has to pay for it
I simply can't help but get fed up with that practise, it's an idiot's way of keeping revenue high although they're doing less business. Keeping share prices high etc.
cryohellinc
Senior Member
Posts: 3404
Joined: 2014-10-20
Senior Member
Posts: 3404
Joined: 2014-10-20
#5579946 Posted on: 08/31/2018 09:43 AM
I just meant I'm not an analyst, it's just common sense that they planned wrong, technical difficulties with their fab process, low yields (or low orders of fab time / wafers), and in the end the consumer has to pay for it
I simply can't help but get fed up with that practise, it's an idiot's way of keeping revenue high although they're doing less business. Keeping share prices high etc.
They were far too comfortable for far too long without any serious competition. That's the problem of the global tech market, we need more players on it.
My hopes are that Samsung / ARM / Motorola maybe? / Various Chinese, in the next several years, will enter the market with their own CPU solutions. As much as I don't like recent actions by Intel, what I do appreciate is them developing proper GPU's, even if they will come up with something low to mid-range, that will already add variety to GPU market. Ngreedia is too comfortable right now, hence why they want to get away with Turing.
I just meant I'm not an analyst, it's just common sense that they planned wrong, technical difficulties with their fab process, low yields (or low orders of fab time / wafers), and in the end the consumer has to pay for it
I simply can't help but get fed up with that practise, it's an idiot's way of keeping revenue high although they're doing less business. Keeping share prices high etc.
They were far too comfortable for far too long without any serious competition. That's the problem of the global tech market, we need more players on it.
My hopes are that Samsung / ARM / Motorola maybe? / Various Chinese, in the next several years, will enter the market with their own CPU solutions. As much as I don't like recent actions by Intel, what I do appreciate is them developing proper GPU's, even if they will come up with something low to mid-range, that will already add variety to GPU market. Ngreedia is too comfortable right now, hence why they want to get away with Turing.
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Intel's prices will get even higher. Hopefully, AMD delivers with their Zen 2 (at least on the consumer segment).