AMD Ryzen 4000 APUs in short supply, XMG says... Suggests Intel is better in any case

General
AMD Ryzen 4000 APUs in short supply, XMG says... Suggests Intel is better in any case

Laptop and desktop PC maker XMG has indicated that AMD is facing a supply shortage of Renoir APUs; according to a summary posted on XMG's official support forum by the XMG_gg brand account, shipments will be delayed until September, which means that Ryzen 7 4800H may make it difficult to build systems around the Ryzen 7 4800H.

"On July 31, we received an announcement from an ODM that we are facing a severe CPU shortage from AMD in Q3 2020," the Reddit post reads.

"Large orders that were confirmed to ship from ODMs in mid- and late-August will be delayed until the end of September. This is explained by a serious uptick in demand from larger brands and what appears to be a bottleneck in AMD's production capacity.

"Upon receiving this news on Friday (July 31) we contacted our corporate contact at AMD. Currently, our ODM has over 1,600 Ryzen 7 4800H order backlogs; both AMD and our ODM have confirmed that our demand has been allocated (i.e., we will get those CPUs), but the goods will not reach our ODM by the end of September.

This post appears to be legitimate in that it is from an XMG employee and official account.

It is difficult to gauge the extent of the global supply shortage and the availability of Ryzen 7 4800H laptops; XMG attributes the shortage to TSMC's tight supply and the fact that AMD's latest Zen 2 processor has been well received by laptop manufacturers. The company attributed this to the fact that some manufacturers have been unable to find a suitable supply of notebooks for their products. This suggests that some manufacturers may be more affected than others.

The Reddit post (via Igor's Lab) is surprisingly candid for a manufacturer. At one point, it devolves into a rant against AMD vs. Intel, suggesting that AMD is the weaker proposition due to driver support, poor gaming performance, and fewer GPU lanes.

The post does not read like a company that wants a closer relationship with AMD.

"We will be reviewing all pricing this week to reflect the new situation," XMG continues. 'Naturally, under the law of supply and demand, AMD's prices should go up. This is not yet fully confirmed."

There is certainly a lot of uncertainty in XMG's statement as well.

That supply is tight may help explain why AMD has yet to launch a consumer desktop APU, choosing instead to stick with OEM-only releases to this day. that AMD is facing a 7nm supply crunch, CEO Dr. Lisa Su herself has admitted, and it is not at all surprising to hear that some manufacturers may face problems in trying to secure chips.

Still, these concerns are not the sort of thing that OEMs announce extensively on the Internet. Clearly, this is a point of frustration for XMG, and one would assume that the popularity of the Renoir would have caused them to sell out their existing inventory at a reasonable rate.

AMD declined to respond to our request for comment on its supply chain.

Categories