Can Intel's lack of processors last so far?
MSI’s new CEO, Charles Chiang, provided some very interesting information in a lengthy interview.
Mint known, Intel took great care in introducing its new manufacturing technology, which essentially overloaded the 14nm production lines. The situation is worrying, the problem has existed for many months, you can find out the answer below that approx. when improvement is expected!
contents show
The order
MSI’s first man turned out to be quite communicative, so thanks to Tom’s Hardware, we were able to get a number of important news stories. It was reaffirmed that Intel gives priority to the i9, i7 and H processors, followed by U-marked centipedes and then desktop models. This is why desktop processors are so expensive.
There is also a problem with the planks
Charles Chiang explained after the above that the shortage of Pentium and Celeron CPUs also has an impact on their performance, as a large proportion of users simply postpone development - in other words, motherboards stay on their necks. Chiang also did not have a good opinion that Intel had returned to 22nm manufacturing technology for chipsets to alleviate the shortage; the ever-changing itineraries cause a great deal of confusion for them as well. There is also a shortage of the new Z390 chipset, which is also holding back sales.
Up to this point
According to Chiang, the worst is over, but the processor shortage will last until the last quarter of 2019. The first quarter will not be too bright yet, but after that there may be a gradual improvement and prices may finally settle down in the last months of the year. Well, for our part, we would not comment on this point of the statement, let everyone decide for themselves whether this is good news for them.
AMD?
The MSI CEO then reflected on the situation as a great opportunity for AMD to increase its market share. This is obviously not a big realization, but it is a more exciting idea of how Intel will react to this situation when it has much more room for maneuver. Will you be able to recover customers who have now been lost, or will you be forced to post the case as a loss?
In fact, since the appearance of the Ryzen family, AMD has once again become a determining factor. The question arises: Why is this not reflected in MSI's offering? Chiang said he continues to use the products of the three-letter company with caution, for three main reasons:
- ExperimentationA: MSI is a smaller company, you just can’t afford to try different platforms. The gentleman here is presumably aiming to be simply “not big enough” to create a more complex ecosystem. Even their current portfolio is quite complex, and if they built more heavily on AMD products, guaranteeing the right user experience would tie up additional resources.
- Previous experience: MSI has “burned itself” in the past, has a bad experience from the past. In 2012, the MSI GX60 housed an AMD A10 chip, but lacked the right support, Chiang said the product was uncompetitive - Laptop Mag had a pretty different view of this laptop anyway, they liked its performance and uptime as well.
- Contact Intel: Chiang said, "It would be very difficult for them to tell Intel that from now on they won't build 100% on them because they provide very good support." - a rather suggestive statement. In any case, the gentleman does not claim that the chip giant will put pressure on them, although it is quite difficult not to think about it.
Of course, MSI doesn’t want to give up the wallets of AMD fans either, so they’re definitely considering getting acquainted with Ryzen processors in the near future. According to Chiang, the situation is constantly being assessed, but there is no specific plan or specific date for the changeover.
It also turned out that Chiang is surprisingly generous in handling the trade war between China and the United States, according to most users buy a new computer, laptop, monitor only every few years, and then 5-10% price increase does not matter much. The situation is different for large companies, here any price increase can be a painful factor in frequent purchases.
Of course, MSI's vision was also discussed. A few years ago, the company had a much wider offering than it does today. According to Chiang, these years are no longer coming back, primarily to continue to serve power-intensive users - especially gamers. They see the gamer market growing steadily, so it’s definitely worth staying close to the fire. So it is no coincidence that the MSI Prestige line exists, the target audience here is also based on demanding, but at the same time sufficiently financial professionals.
The future
In essence, Chiang put it in the words of what he expects in the future: Thin, even lighter laptops that delight their users with high resolution and a combo pace. The 10nm manufacturing technology on the Intel side and the 7nm bandwidth on the AMD side will be a big help in this, because these improvements will result in greater energy efficiency. These chips will provide satisfactory speeds with less modest power consumption, so they can be fitted into an even thinner housing, the head of the MSI said.
It’s worth noting that the Stealth GS75 (pictured above), built on an eighth-generation Core processor and RTX graphics, weighs just 2,2kg, and its thinness is really staggering (19mm). The good news, though, is that Chiang says we should increase ASP (average selling price) because there is growth, but the base of player notebooks is quite small, so increasing profits is not an easy thing to do. Chiang believes new implementations like RTX, 4K displays with fast response times, and an ultra-slim design all lay the foundation for being able to raise the selling price.
MSI is not doing badly in this area (portable power plants), it provides a complete ecosystem (software, peripherals, gaming machines), it maintains a close relationship with the eSport community, and it also has successful years.
