By Dom Peppiatt, Thursday, 28 January 2021 09:54 GMT
OMG made some unfortunate predictions about how long the lack of hardware for next-generation technology will last in the fourth quarter of 2020 and the results for the entire year.
The company, which has reported record sales in the past 12 months (via Tom’s Hardware), notes that the shortage of chips in demand will continue until at least the first half of 2021. Despite witnessing “a strong revenue ramp” in its business during last year, AMD President and CEO Lisa Su mentioned that “overall demand has exceeded [the company’s] planning.”
Su, in response to an investor who asked about the Covid-19 pandemic’s role in limiting the company’s supply capacities, noted that there is “additional capacity” in the second half of 2021 that should help – although the chip shortage in the first half. 2021 are expected.
“And then we see some tightening over the first half of the year, but there is additional capacity in the second half,” explained Su during the briefing. “And in terms of how we think about these things, for our annual guide for the entire year, we have good visibility on both the demand and supply side. And that was the basis for guidance in all businesses. “
Su notes that most restrictions apply to the lower segment of the PC and console market as the most affected area, which means that more premium products should – if all goes well – be more readily available at retail.
We heard last year that making the Xbox Series X | S started after the PS5 was manufactured because Microsoft wanted specific AMD technology on the new hardware chip.
Microsoft did not specify what type of technology required this delay, but close to the launch of the Xbox Series X / S, the company said that its next generation consoles will be the only ones to make the most of RDNA 2 architecture, which is something Sony never said about the PS5 (although they both share a lot of AMD’s RDNA 2 technology).