In the past two years, stock shortage was once the norm in the processor industry. However, recently, both Intel and AMD have been trying their best to strengthen the supply of products. As a result, motherboard manufacturers have benefited a lot from this, and they are all striving to achieve results.
According to a source from the supply chain,The supply of i7 and I3 series of Intel comet Lake 10 generation core desktop platform has been 2-3 times or more than that in the second quarter, and the i5 series has reached about 5 times Next, with China's double 11, the U.S. Christmas season shopping climax, you can prepare enough
In terms of AMD, from the middle and late second quarter to the middle and early third quarter,The supply gap of Ruilong 4000 series mobile platform has been expanded, but the situation of desktop platform is relatively good, and the supply of motherboard is also abundant.
At present, Ruilong 53500x / 3600 is the main model for OEM manufacturers to pull goods, and the shipment proportion has gradually increased to about 40-50%, which is likely to continue to increase in the fourth quarter.
Industry insiders point out that,At present, the mainstream players focus on the 10th generation core i5 and the Reebok 5 3500x / 3600.
Amd has just released the Reebok 5000 series, but it won't be listed until November 5. It will become the main force in accordance with the Convention until the first half of next year. The Intel rocket Lake 11 generation desktop core will not be released until March next year, and the current 10 generation products are still full of vitality.
however,The supply of power management components on the main board of AMD platform is in short supplyAs a result, the prices of b450 and b550 motherboards are on the high side, making it difficult to go down in the short term.
It is estimated that ASUS motherboard will maintain the level of 4 million yuan in the third quarter, which will continue to be the first. The third quarter shipment of Gigabyte and MICROSTAR motherboards is estimated to be about 3.1-3.2 million pieces and 2.85-3 million pieces respectively. The annual total volume is expected to increase by more than 10%, and the highest volume of MICROSTAR in the whole year may reach 12 million pieces.
In addition, Gigabyte's revenue and net profit are expected to grow by more than 10% in the third quarter, and MICROSTAR is also expected to create a new high in the same period.
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