Intel décide de communiquer à propos de la pénurie dans une lettre ouverte

Nous n'allons pas vous refaire tout le laïus, mais les processeurs Intel manquent, nous sommes en situation de pénurie, ce qui affecte fortement le marché, avec des hausses de prix qui sont énormes sur les 30 derniers jours, jusqu'à 32 %.

Durant le week-end, Intel a décidé de faire un point sur la situation via une lettre ouverte de Bob Swan, qui est le directeur financier des bleus, mais aussi le directeur général en intérim.





Et dans cette lettre, ce dernier revient donc sur la situation tendue qui concerne les processeurs en 14 nm. Ainsi, ce dernier nous explique tout d'abord que, à la surprise générale, le marché du PC a augmenté en début d'année, alors même que ce dernier était en décroissance depuis des années, 6 ans précisément. Ce premier point a pour conséquence que la demande a augmenté pour les processeurs classiques. Ensuite, les marchés des serveurs et du Cloud ont aussi explosé, avec + 23 % pour les serveurs et + 43 % sur le Cloud. Ces deux marchés consomment aussi des tonnes et des tonnes de processeurs. Pour résumé, la demande en processeurs est extrêmement forte et Intel ne peut pas fournir, d'autant plus que le 10 nm et les chaines dédiées à ce processeur sont au ralenti en raison de rendement trop bas.



Pour améliorer la situation, Intel va investir 1 milliard de dollars de plus dans ses différentes fabs en Oregon, Arizona, Irlande et Israël, pour que ces dernières soient plus efficaces. Intel n'oublie pas non plus de parler du 10 nm, expliquant que les process s'améliorent de jour en jour, pour autant, il faudra attendre 2019 pour une production de masse.

Voici la lettre dans le détail :

To our customers and partners,

The first half of this year showed remarkable growth for our industry. I want to take a moment to recap where we've been, offer our sincere thanks and acknowledge the work underway to support you with performance-leading Intel products to help you innovate.

First, the situation … The continued explosion of data and the need to process, store, analyze and share it is driving industry innovation and incredible demand for compute performance in the cloud, the network and the enterprise. In fact, our data-centric businesses grew 25 percent through June, and cloud revenue grew a whopping 43 percent in the first six months. The performance of our PC-centric business has been even more surprising.

Together as an industry, our products are convincing buyers it's time to upgrade to a new PC. For example, second-quarter PC shipments grew globally for the first time in six years, according to Gartner. We now expect modest growth in the PC total addressable market (TAM) this year for the first time since 2011, driven by strong demand for gaming as well as commercial systems - a segment where you and your customers trust and count on Intel. We are thrilled that in an increasingly competitive market, you keep choosing Intel. Thank you.

Now for the challenge… The surprising return to PC TAM growth has put pressure on our factory network. We're prioritizing the production of Intel Xeon and Intel Core processors so that collectively we can serve the high-performance segments of the market. That said, supply is undoubtedly tight, particularly at the entry-level of the PC market. We continue to believe we will have at least the supply to meet the full-year revenue outlook we announced in July, which was $4.5 billion higher than our January expectations.

To address this challenge, we're taking the following actions:

• - We are investing a record $15 billion in capital expenditures in 2018, up approximately $1 billion from the beginning of the year. We're putting that $1 billion into our 14 nm manufacturing sites in Oregon, Arizona, Ireland and Israel. This capital along with other efficiencies is increasing our supply to respond to your increased demand.
• - We're making progress with 10 nm. Yields are improving and we continue to expect volume production in 2019.
• - We are taking a customer-first approach. We're working with your teams to align demand with available supply. You can expect us to stay close, listen, partner and keep you informed.

The actions we are taking have put us on a path of continuous improvement. At the end of the day, we want to help you make great products and deliver strong business results. Many of you have been longtime Intel customers and partners, and you have seen us at our best when we are solving problems.

Sincerely, Bob Swan Intel Corporation CFO and Interim CEO"

Posté le 01 October 2018 à 06:33 par Aurélien Lagny