AMD, Intel and NVIDIA have revised their forecasts of revenues and supplies by the end of the year, with the latter two waiting for revenue to fall, reports the DigiTimes. According to him, because of the market collapse, the distribution of video cards could collapse by 50% by the end of 2022.
According to DigitalTimes, Intel will not account for $8–11 billion in revenue, and the year's total will be about $65–68 billion. The company predicts that the total volume of PC sales will decline by 10% this year compared to 2021, which is explained by the fact that the coronavirus pandemic artificially increased the sales of computers in 2021.
The NVIDIA anticipates a significant decline in sales and revenue from the end of the year, against the backdrop of a fall in demand for video cards, including the collapse of the market. Taiwan's video card suppliers expect a decline of 40–50% over the end of the year. According to DigiTimes sources, this will lead to a fall in NVIDIA revenues from the end of the year "in unimaginable amounts." The recent NVIDIA's statement that its quarterly sales will fall below expectations is not encouraging.
The decline in demand for consumer electronics affects not only large market players, but also producers of less important semiconductor components, such as the Elan Microectronics company, which produces micro-controllers for laptops and sensor screen controllers, and expects a 30% drop in revenue from the current quarter.
DigiTime sources also predict a 50-60% decline in the supply of chrome bottles, in particular the decline in sales of certain models of laptops based on Chrome OS is expected by Lenovo and HP. The sales of laptops and PCs based on Windows will fall by 10-15% this year, with the result that ASUS, Dell, Acer and HP experienced a fall in demand for their models of game and business laptops.
While some report declining supplies and revenues, AMD and Apple, on the other hand, are talking about growth. AMD recently reported a very successful closure of the second quarter. The company's revenues grew by 70 per cent in the annual comparison. All because AMD was able to increase its share in the server market, as well as in the built-in solution segment. However, AMD estimates that the volume of its products delivered by the third quarter would decrease by 14 to 16 per cent. The losses were originally projected at 7 to 9 per cent. However, the company still expects an increase in revenue per year.
According to DigitalTimes, the growth of the AMD is largely due to the fact that Intel continues to lose its share of the market. Although Intel still controls about 80% of the PC market, it has lost a lot of orders from Apple because the latter has decided to use its own development processors in its products. The sharp expansion of the AMD presence in the server market has also created additional difficulties for Intel.
As for Apple, according to DigitalTimes, it is experiencing an increase in the demand for MacBook laptops that have moved to its own development processors, and it is projected that Apple will be able to sell 28 million laptops by the end of the year.