We have seen in recent years how Intel has been losing market share compared to AMD Zen architecture processors. AMD’s modular processors have prevailed, forcing Intel to make important changes in strategy. Bob Swan, Intel CEO, during the Credit Suisse global conference, indicated that the company is confident about regaining market share of processors thanks to the Tiger Lake.
The main problem that has weighed down Intel is not being able to make the leap to 10nm lithography, forcing to keep the 14nm lithography. Furthermore, in recent years we have seen significant shortage problems. Intel’s Core and Xeon processors have had problems, but they have been a priority for the company, most notably the lack of stock in Celeron and Pentium processors.
Intel hopes to regain market share with Tiger Lake
Intel’s processor shortage is no secret. The Comet Lake-S (10th Generation) without going any further, went weeks without stock after its launch. HP and Lenovo have repeatedly complained about processor shortages. Even Apple has indicated that they want to stop depending on Intel in terms of processors due to their lack of stock and their vulnerabilities.
While in 14nm lithography it seems that there is no longer a shortage of problems, there could be shortage problems for 10nm processors. According to Swan, the demand for Tiger Lake processors is being greater than anticipated. He has indicated that the demand is 30% higher than the company’s initial forecast for spring. Intel faces the problem of not being able to produce chips at the rate they are demanded, although they are working intensively in the manufacture of 10nm processors.
In addition, it is confident of increasing market share during the first quarter of 2021 thanks to the Tiger Lake-H for gaming laptops. Rocket Lake-S processors are expected to be launched in the first quarter of 2021. These latest processors will arrive in good time, as AMD faces major stock shortages. AMD, for its part, faces the problem that TSMC cannot cope with producing all AMD chips in 7nm.