According to Digitimes, Compal Electronics president Martin Wong has predicted that supply issues with Intel processors won’t be mitigated until the second half of 2019, saying that the company is yet to provide manufacturers with any indication of when the problem is likely to be resolved. Intel previously stated that it is working closely with partners to manage orders and that its Xeon and Core ranges would be given priority during the shortage.
Wong and others anticipate a temporarily tough road ahead for notebook shipments as manufacturers struggle to prepare inventory for the forthcoming peak buying season. Digitimes reports that Inventec and Quanta are estimating single-digit growth for their notebook shipments in the third quarter of 2018, while Wistron has slashed its projected quarter-on-quarter growth from 10-15% down to 5%. Acer, meanwhile, said that the issue would affect the overall notebook market, rather than just individual brands.
However, some analysts are more optimistic, predicting that Intel will alleviate the supply shortage by the first quarter of 2019, Digitimes said.
Analyst Comment
At IFA, the shortages from Intel were a hot topic among PC makers although nobody we spoke to was that convinced about high demand being the problem. (BR)
