The global lack of chips, which has taken over new processors, Graphics card, PS5 And Xbox Series X Consoles, and most other devices hard, don’t seem to be calming down any time soon, and that’s why some industry leaders are stepping up their plans and trying to make some more dangerous.
In several recent earnings calls, CEOs of Apple, Intel and AMD have all pointed to these challenges, citing the lack of chips, and how companies are trying to avoid any problems in the future.
The first was Apple’s Tim Cook, Which is the revenue call in Q3 2021 “We have some shortcomings where the demand is so great and beyond our own expectations that we find it difficult to get the full set of our parts in lead time where we try to get them,” he said. “Every effort will be made to alleviate the situation we are facing.”
As Report by Urs TechnicaThese discounts will likely include rationing chips, so more popular products, such as the future IPhone 13, Parts Get Preferences for Apple Can Get a grip on the price of less popular, or older, devices like the Max and previous generation iPhones.
Gary Hargreaves, Head Technician of the updated technology provider WeSellTek, Agreeing, telling us that “Apple would like to save as many chips as possible because it could potentially get caught.” [and] Can reduce production on single models such as mini to make models like Pro. “
While prioritizing more popular devices will certainly be considered to ensure a supply of more stock, sacrificing more affordable devices can be backfire. For someone who wanted one Small ipad, Or one IPhone SE (2020)They may not be happy to know that they are being pressured to buy more expensive models instead.
AMD is using a similar tactic. Like Apple, AMD uses TSMC (Taiwan Semiconductor Manufacturing Company) to make its own chips, and since the foundry is struggling to meet the needs of its most important clients, it seems that AMD is changing.
In another investor conference call, AMD CEO Lisa Su said, “We are focusing on the most strategic segments of the PC market,” and her spokesperson also described AMD as “more profitable”. The product is made into chips as a ration.
According to ReutersDean McCarron of Mercury Research, which tracks chip market shares, suggests that AMD will focus on its more expensive high-end chips, “leaving the bottom of the market to Intel.”
If this is indeed the case, it represents a major shift in tactics for AMD, which has seen most of its successes before the end of the market budget. The recent race with its new success Raisin 5000 Processors show that they can challenge their arch-rival Intel when it comes to high-end processors, but leaving the budget market, which it once dominated, is extremely risky.
Unlike Apple and AMD, Intel operates its own foundries, so if the lack of TSMC means that AMD reduces its presence at the end of the market budget, Intel sees a significant opportunity. Can and does accelerate
Analysis: Intel’s flash time
By running its foundries, Intel may find itself in the strongest of the three. It recently thanked AMD for a redesign, while Apple has stopped using Intel processors to its advantage in most of its computing products. M1 chips.
The global shortage of silence may alleviate some of this pressure. Intel CEO Pete Gelsinger Told the BBC During the “second half of this year,” the chip’s global decline increases and may last for “a year or two.”
After a few years for Intel (Gelsinger himself admits that “we stumbled, we fell somewhat behind”), the global lack of chip has turned the company around, and it Its power may be allowed to play.
It is building new foundries in which it must continue to supply its chips when other people struggle, and its competitors, especially in the markets, seem to be giving up.
However, Intel’s plans are not without its dangers. Setting up a new foundry is expensive and time consuming, so if TSMC and other foundries get their work done and the chip shortage ends, it will be too late to take full advantage.
These long-term plans do not solve Intel’s current problems. It recently announced that its much-anticipated 7nm process will once again be delayed until 2022. The TSMC claims that this will happen Making 2nm chips sometime in 2023, Widening the gap when it comes to performance. TSMC’s 2nm plans come in response to Intel’s claims that it wants to build the “world’s most advanced semiconductor” by 2024 and to dominate global chipmaking from TSMC and Samsung.
It seems that the global decline in chips has not affected the intentions of chip makers, but there are still many risks, and many companies are taking some big gambles. Time will tell if they are paid.