In letter : PC sales are generally more modest in the first few months of a given year, and this time around it won’t be any different. However, there are signs that the supply of essential components will slowly improve over the next few months, which could help manufacturers who are still struggling to meet consumer and business demand.
The chip shortage is far from over. Intel CEO Pat Gelsinger believes it will last until next year, and industry insiders have similar predictions for passive components that are just as important in the manufacturing process of consumer hardware. and business.
The symptoms are clear, Sony is now making PlayStation 4 consoles to make up for PlayStation 5 shortages, Nintendo’s Switch console being in short supply, and Nvidia is relaunching RTX 20 and RTX 30 GPUs with more VRAMs that have no chance of success. being remotely affordable or good value for most gamers out there.
However, that doesn’t mean that everything is pessimistic for the foreseeable future. GPU prices have stopped rising, and companies like Gigabyte, Asus, MSI, and ASRock are expected to experience increased shipments throughout 2022. Intel has started to ship its first Arc Alchemist GPUs to OEMs, and no less than 50 laptops and desktops are expected to launch this year with these new graphics solutions inside.
According to Trend force, PC hardware shortages began to abate in November 2021, which is why laptop makers like Razer are not shy about outfitting new models with DDR5 RAM. Retail availability is another story, but things will likely improve as manufacturers upgrade the capacity of components currently in short supply, such as power management integrated circuits (PMICs).
SSD controllers with a PCIe 3.0 interface are now rare, as are the other components required by the Intel Alder Lake platform. These components currently have an eight to 12 week delivery time, but the supply of Wi-Fi chips, USB-C controllers, and PMICs is slowly improving. Smartphone shipments could suffer in the coming months due to an insufficient supply of 4G modems as well as integrated circuits for touchscreen and display driver. Delivery times for these components are between 20 and 40 weeks, mainly due to the limited capacity of the foundry and reduced silicon production in China.
While this isn’t the most positive report on the state of the supply chain, it does give hope that things will improve a bit this year.