Det er, som du sikkert allerede ved, AMD der står for både CPU og GPU til henholdsvis Xbox Series X, Xbox Series S og PlayStation 5, og dermed er friske leveringer fra dem afgørende for at produktionen af konsoller kan komme op i gear, og at udbud kan møde efterspørgsel.
Det har netop været problemet i løbet af de sidste to måneder med at møde den høje efterspørgsel, men AMD forudser desværre at problemerne vil fortsætte indtil anden halvdel af 2021. I deres seneste investormøde (via VGC) siger CEO Lisa Su følgende:
"So certainly, when I look at the semiconductor environment in 2020 it was very strong. So, we saw a strong revenue ramp in our business as well as across some of our peers. It's fair to say that the overall demand exceeded our planning and as a result, we did have some supply constraints as we ended the year. Those were primarily, I would say, in the PC market, the low end of the PC market and in the gaming markets. That being said, I think we're getting great support from our manufacturing partners. The industry does need to increase the overall capacity levels and so we do see some tightness through the first half of the year, but there is added capacity in the second half."
"The gaming markets" er specifikt konsolbranchen for AMD, så vi kan vist forvente at hverken Sony eller Microsoft kan få lige så mange komponenter som de ønsker før senere i 2021.
