German premium PC manufacturer XMG wrote Supply AMD Ryzen 5000 series “Cezanne” processors for notebook computers It has been improving in recent weeks and will generally improve in the third quarter. The company also said that although the prices of high-end PC components remain high due to tight supply, Intel and Nvidia have stable supplies. At the same time, XMG did not mention the availability of AMD’s Radeon RX 6000 series GPUs.
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Although AMD’s Ryzen 5000 series “Cezanne” processors for notebook computers are extremely competitive and in high demand, the company cannot really take advantage of them due to insufficient supply. Due to the shortage of AMD CPUs, companies like XMG have not even been able to launch some planned products in recent months, but as AMD increases supplies, the situation is getting better and better, based on AMD’s high-performance Ryzen 7 5800H machines and Ryzen 9 5900HX It will be available at any time in July and August.
“We are now seeing a large amount of AMD Ryzen 5000 (Cezanne) supply entering our factory,” XMG said in a statement. “We seem to have enough supply to fulfill all the orders we plan for most of this year.”
XMG said that in terms of supply, the second quarter was a particularly bad quarter for its AMD-based machines. Although AMD introduced high-end Ryzen 7/9 processors for gaming laptops with Zen 3 microarchitecture in the second quarter, its shipments were insufficient and even reduced the number of previous-generation CPUs shipped to XMG.
Given that AMD’s supply of XMG is improving, the boutique PC manufacturer expects shipments of its AMD-based machines to soar in the third quarter. The company expects to significantly increase sales of machines based on the Ryzen 5/7 4000 series and Ryzen 7/9 5000 series processors in the third quarter. But there is a problem: it seems that most of these PCs will use Nvidia’s discrete GPU, because XMG did not mention providing computers with built-in AMD Radeon RX 6000 series.
Speaking of Nvidia and Intel, XMG pointed out that it got everything it expected from these suppliers, but pointed out that the price of GDDR6/GDDR6X memory (90% of modern GPUs used) has increased significantly.
According to XMG, in addition to CPU and GPU, there are other component price increases this year, but the supply is still tight. These components include LCD panels, Realtek ALC274 with smart amplifier audio controllers, Cypress’s CYPD5225 USB-Type-C and Power Delivery controllers, and many other things. Although there are analogues, they are difficult to deploy because different chips require different PCB design layouts and take time to verify.
Overall, XGMA does not expect the shortage of parts and components to end soon, but believes that as the situation improves, delivery time will be shortened in the coming months.