處理器 Intel 對於缺貨問題發表了公開信

Intel 因為缺貨問題不只是消費者,甚至零售商以及製造商都不爽,面對這些,Intel 最近也發表了公開信,這些大致內容就是先動之以情,感謝各位支持,再來說大家都愛 Intel,都選了 Intel 產品 ,所以業務成長了許多,然後提出了一些解決辦法。



Intel CPU 缺貨已經有一段時間,桌面版處理器甚至還漲價,或許是因為第八代處理器核心數提升,而導致有一些需求性的升級或換機潮。在公開信內容中,Intel 承認這部分供應確實是緊張的,但官方認為未來有足夠的供應可以應付市場需求,並將以 Core 以及 Xeon 系列為優先生產。

為了改善供應問題,Intel 今年投入150億美元,其中包括在俄勒岡州、亞利桑那州、愛爾蘭和以色列投資 10 億美元用於目前的 14nm 生產線。另外一直在遲推的10nm也不忘拿出來說一下,表示正在積極的改善量產問題,仍預計於2019能正式量產。

以下是公開信的內容
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








來源:https://www.techpowerup.com/248024/...ceo-writes-an-open-letter-on-processor-supply
 

wwchen123

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怎麼看都像炫耀文!
"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."

放心啦! 到了明年, 情況就會有點不一樣. 後年更不一樣!

會有其它的選擇滴.
 

a9566847

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等到解決量產問題 跟10nm研發問題解決
相信市場上會超過一半都是zen架構
INTEL 自從2012開始就遲遲在擠牙膏
不論是製程還是架構
現在怕到了也已經無力反擊
 

baby51763

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intel超級有錢不管是產能漲價漏洞都有盤子會買單 intel沒有損失
大部分的人都用intel用習慣還是會選intel
盤子快來買牙膏來洗盤子
 

York Wu

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我比較期待用AMD CPU的筆電能起來...現在看起來筆電廠還是寧願忍耐Intel也不要出AMD的,少數低階機除外... 想買台筆電同時替代7年前的桌機和10年前生產的筆電...
 

6665kuishou

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錢砸了,但是機器也要時間做,做完還要裝機幹嘛的,弄完也差不多明年中了... 到時候Zen 2 都出來了,Intel產能保證不缺...
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AMD Ryzen CPU筆電已經慢慢變多了,但就是不知道為什麼台灣幾乎沒在賣,找來找去就只有一家A開頭的有,而且就唯一一款...
 

安德烈夫

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我最近想換筆電了
哪個廠商先出amd筆電
我就買誰家的
蘋果如果出amd Macbook Pro
我就買蘋果
 

InoriEstes

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擠牙膏擠到缺貨.....
Amd加油啊