At the Code Conference on Monday, AMD CEO Lisa Su talked about the continuing chip shortage, which has affected the The best gaming CPU arrive The best GPUAnd how the shortage will begin to fade in the second half of 2022. Su also reiterated AMD’s position that Radeon GPUs are mainly aimed at gamers, but declined to talk about custom system-on-chips designed by PC manufacturers. (Through CNBC)
Need to go to a new level
For more than a year, the electronics industry has been suffering from severe chip shortages, which has been exacerbated by the sharp increase in demand for PCs and other equipment due to the continuing pandemic. As Lisa Su said, demand has now reached a new level. The industry simply does not have enough capacity to meet this demand, which is why the shortage of chips continues. She expects the tight supply will continue into the first half of 2022 and subside in the second half of 2022.
The industry must resolve supply chain bottlenecks, which usually means acquiring additional production capacity online. These capabilities include everything from semiconductor fabs to chip assembly and testing facilities, including the raw materials chemicals used in the fabs and the substrates used for chip packaging.
Su said that the industry will add about 20 new factories in 2021, and a similar number of factories will be online in 2022. Barron’sSince it is a long process for production facilities to go online, the shortage problem will be solved gradually.
“You know, it can take 18 to 24 months to build a new factory, and in some cases even longer,” she said, reporting NBC Finance Channel“These investments may have started a year ago.”
AMD outsources the production of its CPU, GPU and SoC to GlobalFoundries, TSMC and third-party semiconductor assembly and testing suppliers, so the company has quite a few potential bottlenecks in its supply chain. Due to the limited allocation of manufacturing capacity, AMD has to give priority to the production of pre-order components (such as SoCs for game consoles, processors ordered by large companies, etc.), as well as chips for servers and high-end PCs. Something else. For this reason, it remains to be seen how quickly AMD can resolve its product shortage once the new production capacity goes online.Earlier this month, AMD stated Full of confidence in its suppliers.
GPU is for gamers!
Although Lisa Su admitted Today, cryptocurrency miners buy a lot of GPUs, but mining is only a small part of AMD’s business. The company is working hard to bring more Radeon GPUs to gamers (the core audience of these products).
Unfortunately, AMD’s efforts in its discrete GPU were not entirely successful, because in the second quarter of 2021, the company’s share of the discrete graphics processor market fell to 17%, which was the lowest level in years. Jon Pedy Research. Despite the fact that AMD’s Radeon RX 6000 series GPU is one of them Best graphics card Available today.
One of the hottest topics in the PC world over the past 12 months has been Apple’s custom M1 system-on-chips for desktops, laptops and tablets. Apple showed the industry that it can build SoCs that compete with Intel-designed processors. This raises the question of whether large PC manufacturers can really switch from Intel and AMD’s off-the-shelf CPUs to their own internal processors.
AMD has a business unit that designs semi-custom SoCs.The largest customers in this department are Microsoft and Sony, but AMD can also design something based on Arm AMD’s CFO recently stated that if its customers need it. AMD also provides highly customized GPUs for Apple and lightly customized APUs for Microsoft.
Unfortunately, Lisa Su avoided this question According to a report in Barron’s Weekly, whether the company she leads is threatened by the possibility that some customers may switch to internal chip design.