Until now, analysts preferred to say that the growing shortage of Intel processors opens up new opportunities for strengthening positions in front of AMD, and also creates prerequisites for lowering the prices for RAM due to the overabundance of the latter. However, JP Morgan experts, after consulting with Asian manufacturers, now claim that in the fourth quarter the global PC and notebook market may be reduced by 7% due to a shortage of Intel processors.
The authors of the forecast explain that in the segment of ready-made PCs and laptops, it is not always possible to replace defective Intel processors with older models or competing for AMD offers. Therefore sales volumes will simply be reduced by 5-7%. At the same time, it is noted that the interest of manufacturers to AMD products naturally grew on the background of the deficit of Intel processors. Representatives of the latter said that the demand for processors increased throughout the year, and Intel is doing everything possible to satisfy that market demand, which will exceed the level predicted for the fourth quarter.